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Merit Medical Systems
MMSI

Overview Fund Activity

237 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+6
Holders Change %
+2.6%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
80
Reduced
83
Closed
23
Calls
$646K
Puts
$1.68M
Net Calls
-$1.03M
Net Calls Change
-$1.41M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$67.9M
2
CCM
Channing Capital Management
Illinois
$14.4M
3
Millennium Management
Millennium Management
New York
$13.2M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.9M
5
Invesco
Invesco
Georgia
$29.5M

Top Sellers

1
NI
Nuance Investments
Missouri
$16.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63M
3
ACH
ArrowMark Colorado Holdings
Colorado
$254M
4
BlackRock
BlackRock
New York
$485M
5
SV
Starboard Value
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
201
Marquette Asset Management
Minnesota
$26K – – –
DFCM
202
Dark Forest Capital Management
Puerto Rico
$26K +$26K +396 New
PCG
203
Private Capital Group
Connecticut
$23K +$2.62K +40 +13%
ST
204
Sageworth Trust
Pennsylvania
$21K +$21K +320 New
ETC
205
Exchange Traded Concepts
Oklahoma
$19K +$19K +300 New
EI
206
Ellevest Inc
New York
$15K – – –
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$10K -$1.15K -18 -10%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$10K +$714 +11 +8%
TWA
210
TCI Wealth Advisors
Arizona
$10K +$864 +14 +9%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$10K +$1.61K +24 +19%
HWMA
212
Heritage Wealth Management (Arizona)
Arizona
$9K – – –
QCG
213
Quadrant Capital Group
Ohio
$8K – – –
AP
214
Atwood & Palmer
Missouri
$6K – – –
TFO
215
Tarbox Family Office
California
$6K – – –
FPS
216
Fieldpoint Private Securities
Connecticut
$5K -$3K -45 -38%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
HR
218
Howe & Rusling
New York
$5K +$867 +13 +21%
GAM
219
Gemmer Asset Management
California
$4K – – –
PMFA
220
Plante Moran Financial Advisors
Michigan
$4K – – –
S
221
SignatureFD
Georgia
$4K +$66 +1 +2%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +63 New
APA
223
American Portfolios Advisors
New York
$3.23K – – –
EW
224
Evoke Wealth
California
$3K – – –
AIG
225
American International Group
New York
$2.14K -$162 -2,498 -7%
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9
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