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Merit Medical Systems
MMSI

Overview Fund Activity

286 hedge funds and large institutions have $4.03B invested in Merit Medical Systems in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+8
Holders Change %
+2.88%
% of All Funds
4.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
112
Reduced
103
Closed
28
Calls
$21K
Puts
$296K
Net Calls
-$275K
Net Calls Change
-$282K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$42.3M
2
BlackRock
2
BlackRock
New York
$747M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$217M
4
GF
4
Greenhouse Funds
Maryland
$14.9M
5
NI
5
Nuance Investments
Missouri
$14.7M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$30.4M
2
Millennium Management
2
Millennium Management
New York
$3.27M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$251M
4
GT
4
Glenmede Trust
Pennsylvania
$1.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$321K -$3.77K -51 -1%
RJT
202
Raymond James Trust
Florida
$321K +$26.8K +363 +9%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$320K -$3.7K -50 -1%
NRD
204
Nebula Research & Development
New York
$320K +$320K +4,324 New
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$302K +$38.2K +517 +15%
VPIM
206
Vanguard Personalized Indexing Management
California
$299K +$299K +4,043 New
SAG
207
SageView Advisory Group
California
$296K +$6.88K +93 +2%
VF
208
Virtu Financial
New York
$294K +$294K +3,978 New
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$289K -$17.9K -242 -6%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$286K +$26.5K +358 +10%
YIH
211
Y-Intercept (HK)
Hong Kong
$282K -$154K -2,084 -35%
MFS
212
Mirabella Financial Services
United Kingdom
$281K +$281K +3,798 New
X
213
Xponance
Pennsylvania
$263K +$666 +9 +0.3%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$261K -$9.08K -123 -3%
GT
215
Greenleaf Trust
Michigan
$260K +$2.51K +34 +1%
DCM
216
Dupont Capital Management
Delaware
$256K -$366K -4,955 -59%
API
217
Advisor Partners II
California
$253K +$253K +3,427 New
PA
218
Profund Advisors
Maryland
$247K -$16.6K -225 -6%
ECM
219
Evergreen Capital Management
Washington
$243K +$19.7K +266 +9%
LA
220
Lindenwold Advisors
Pennsylvania
$237K -$1.11K -15 -0.5%
SCM
221
Shelton Capital Management
Colorado
$234K – – –
BCM
222
BlueCrest Capital Management
Jersey
$229K +$229K +3,100 New
WG
223
Winton Group
United Kingdom
$223K +$223K +3,009 New
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$222K -$31.7K -428 -12%
DWM
225
Dakota Wealth Management
Florida
$214K +$214K +2,896 New
7 8
9
10 11