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Merit Medical Systems

289 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1.31M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $3.84B → $4.47B (+$631M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6% more funds holding

Funds holding: 272289 (+17)

5.46% more ownership

Funds ownership: 96.54%102% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
289
Holders Change
+17
Holders Change %
+6.25%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
108
Reduced
94
Closed
23
Calls
$3.26M
Puts
$1.31M
Net Calls
+$1.94M
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Profund Advisors
Maryland
$276K +$28.5K +409 +13%
CW
202
CreativeOne Wealth
Kansas
$276K +$253K +3,628 New
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$266K +$4.68K +67 +2%
X
204
Xponance
Pennsylvania
$261K +$5.17K +74 +2%
SAG
205
SageView Advisory Group
California
$258K -$83.8K -1,200 -27%
CC
206
Centiva Capital
New York
$258K +$237K +3,390 New
ECM
207
Evergreen Capital Management
Washington
$255K -$17.5K -251 -7%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$254K +$234K +3,348 New
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$249K
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$248K
DWM
211
Dakota Wealth Management
Florida
$247K -$10.1K -144 -4%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$245K +$6.77K +97 +3%
LA
213
Lindenwold Advisors
Pennsylvania
$237K
ET
214
Entropy Technologies
New York
$236K +$217K +3,111 New
Man Group
215
Man Group
United Kingdom
$223K +$205K +2,939 New
EGM
216
Engineers Gate Manager
New York
$220K -$51.2K -734 -20%
Lido Advisors
217
Lido Advisors
California
$220K -$54.2K -776 -21%
SCM
218
Shelton Capital Management
Colorado
$214K +$196K +2,815 New
Corient Private Wealth
219
Corient Private Wealth
Florida
$211K +$194K +2,781 New
CAN
220
Cetera Advisor Networks
California
$211K -$9.77K -140 -5%
VA
221
Vident Advisory
Georgia
$207K +$190K +2,728 New
RJFSA
222
Raymond James Financial Services Advisors
Florida
$206K +$189K +2,707 New
SG Americas Securities
223
SG Americas Securities
New York
$162K -$790K -11,314 -84%
QCG
224
Quadrant Capital Group
Ohio
$161K +$56K +803 +61%
Osaic Holdings
225
Osaic Holdings
Arizona
$155K -$168K -2,408 -54%