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Merit Medical Systems

242 hedge funds and large institutions have $3.07B invested in Merit Medical Systems in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 70

6% more capital invested

Capital invested by funds: $2.89B → $3.07B (+$182M)

1.8% more ownership

Funds ownership: 94.82%96.62% (+1.8%)

8% less funds holding

Funds holding: 262242 (-20)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

Holders
242
Holders Change
-20
Holders Change %
-7.63%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
29
Increased
108
Reduced
70
Closed
46
Calls
$616K
Puts
Net Calls
+$616K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
Tradition Wealth Management
Minnesota
$47K +$47.7K +829 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$46K +$25.1K +436 +113%
C
203
Covestor
United Kingdom
$43K +$43.7K +759 +10,843%
WFA
204
Wipfli Financial Advisors
Wisconsin
$40K +$40.8K +709 New
VNA
205
Valley National Advisers
Pennsylvania
$35K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$34K +$13.5K +235 +66%
PCH
207
Polar Capital Holdings
United Kingdom
$31.8K
MAM
208
Meeder Asset Management
Ohio
$26K -$1.44K -25 -5%
TPCW
209
TD Private Client Wealth
New York
$23.2K
VCM
210
Versant Capital Management
Arizona
$21K +$18.4K +319 +580%
Fidelity International
211
Fidelity International
Bermuda
$19K +$19.8K +344 New
S
212
SignatureFD
Georgia
$16K -$576 -10 -3%
LC
213
Lindbrook Capital
California
$12K -$15.2K -264 -55%
GIA
214
GHP Investment Advisors
Colorado
$11K +$11.5K +200 New
KFI
215
Key Financial Inc
Pennsylvania
$10K
BTI
216
Blue Trust Inc
Georgia
$10K +$4.61K +80 +78%
BBHC
217
Brown Brothers Harriman & Co
New York
$9K
SPIA
218
Steward Partners Investment Advisory
New York
$9K
HWMA
219
Heritage Wealth Management (Arizona)
Arizona
$8K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$8K +$749 +13 +10%
EWA
221
EverSource Wealth Advisors
Alabama
$5K
STCOSD
222
Sageworth Trust Company of South Dakota
South Dakota
$4K -$2.42K -42 -40%
HR
223
Howe & Rusling
New York
$4K
PMFA
224
Plante Moran Financial Advisors
Michigan
$4K
TWA
225
TCI Wealth Advisors
Arizona
$4K +$115 +2 +3%

MMSI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2022, worth a combined $3.07B — up 6.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MMSI and 29 opened new positions — a net loss of 17 holders — while 70 trimmed existing stakes and 108 added.

The largest buyer was William Blair Investment Management, adding an estimated $48M. The largest seller was Starboard Value, exiting entirely with an estimated $31.5M sold.

  • 242 institutional investors held Merit Medical Systems (MMSI) as of Q3 2022, down from 262 in Q2 2022.
  • Funds reported $3.07B of Merit Medical Systems stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 29 funds opened new Merit Medical Systems positions in Q3 2022 and 46 closed out, a net change of -17 holders.
  • The largest Merit Medical Systems buyer in Q3 2022 was William Blair Investment Management, an estimated $48M added.
  • The largest Merit Medical Systems seller in Q3 2022 was Starboard Value, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2022.