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Merit Medical Systems
MMSI

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242 → 279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62% → 94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$609K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$33.9M
2
Morgan Stanley
Morgan Stanley
New York
+$30.4M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.26M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$23.2M
4
CCM
Channing Capital Management
Illinois
-$14.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$248K -$6.74K -101 -3%
ZIM
202
Zacks Investment Management
Illinois
$247K +$233K +3,492 New
GT
203
Greenleaf Trust
Michigan
$246K -$4.21K -63 -2%
I
204
InceptionR
California
$245K +$232K +3,470 New
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$243K +$7.01K +105 +3%
VT
206
Vise Technologies
New York
$237K +$224K +3,350 New
E
207
Ergoteles
New York
$236K +$223K +3,338 New
LA
208
Lindenwold Advisors
Pennsylvania
$228K +$215K +3,226 New
SCM
209
Shelton Capital Management
Colorado
$224K +$212K +3,169 New
CSS
210
Cubist Systematic Strategies
Connecticut
$220K -$112K -1,674 -35%
ECM
211
Evergreen Capital Management
Washington
$213K +$201K +3,016 New
CC
212
Centiva Capital
New York
$209K +$198K +2,961 New
FIM
213
Freedom Investment Management
Connecticut
$208K +$197K +2,948 New
Truist Financial
214
Truist Financial
North Carolina
$201K +$190K +2,851 New
DTL
215
Dynamic Technology Lab
Singapore
$200K +$189K +2,830 New
EBA
216
Eagle Bay Advisors
New York
$172K +$3.47K +52 +2%
Russell Investments Group
217
Russell Investments Group
United Kingdom
$107K – – –
Dimensional Fund Advisors
218
Dimensional Fund Advisors
Texas
$104K -$1.93M -28,911 -2%
QCG
219
Quadrant Capital Group
Ohio
$93.4K +$12.3K +185 +16%
GC
220
Globeflex Capital
California
$87.1K +$82.4K +1,234 New
HIA
221
Harbor Investment Advisory
Maryland
$84.4K – – –
FHA
222
First Horizon Advisors
Tennessee
$81.1K -$601 -9 -0.8%
OWA
223
One Wealth Advisors
California
$80.8K +$76.4K +1,144 New
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$69.8K +$67 +1 +0.1%
SWA
225
Sutton Wealth Advisors
Florida
$66.5K – – –
7 8
9
10 11

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.