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Merit Medical Systems

306 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $15.5M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 289306 (+17)

8% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 106

0% more capital invested

Capital invested by funds: $4.47B → $4.47B (+$3.15M)

0.01% less ownership

Funds ownership: 102%101.99% (-0.01%)

Holders
306
Holders Change
+17
Holders Change %
+5.88%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
114
Reduced
106
Closed
34
Calls
$68.3M
Puts
$15.5M
Net Calls
+$52.8M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
201
Assenagon Asset Management
Luxembourg
$326K +$333K +4,308 New
SG Americas Securities
202
SG Americas Securities
New York
$319K +$160K +2,076 +97%
American Century Companies
203
American Century Companies
Missouri
$310K +$695 +9 +0.2%
RJT
204
Raymond James Trust
Florida
$309K +$2.7K +35 +0.9%
US Bancorp
205
US Bancorp
Minnesota
$307K -$11K -142 -3%
AA
206
AlphaMark Advisors
Kentucky
$304K +$309K +4,008 New
VPIM
207
Vanguard Personalized Indexing Management
California
$303K +$24.9K +322 +9%
CW
208
CreativeOne Wealth
Kansas
$303K +$28.9K +375 +10%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$288K +$44.2K +572 +18%
SO
210
STRS Ohio
Ohio
$287K -$764K -9,900 -72%
KIA
211
KLR Investment Advisors
Rhode Island
$278K +$293K +3,796 New
MIA
212
MeadowBrook Investment Advisors
Michigan
$267K -$24.7K -320 -8%
MM
213
MQS Management
New York
$267K +$272K +3,528 New
ECM
214
Evergreen Capital Management
Washington
$265K +$11K +142 +4%
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$263K -$46.3K -600 -15%
X
216
Xponance
Pennsylvania
$261K +$772 +10 +0.3%
Simplex Trading
217
Simplex Trading
Illinois
$258K +$220K +2,846 +508%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$256K +$51.5K +667 +25%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$252K -$1.93K -25 -0.7%
ET
220
Entropy Technologies
New York
$251K +$15.7K +203 +7%
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$245K -$1.78K -23 -0.7%
PA
222
Profund Advisors
Maryland
$244K -$32.3K -418 -11%
Lido Advisors
223
Lido Advisors
California
$239K +$20.5K +265 +9%
MML Investors Services
224
MML Investors Services
Massachusetts
$237K +$242K +3,132 New
LA
225
Lindenwold Advisors
Pennsylvania
$237K +$772 +10 +0.3%

MMSI Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2024, worth a combined $4.47B — up 0.07% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMSI positions and 34 closed out — a net gain of 18 holders — while 114 added to existing stakes and 106 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 306 institutional investors held Merit Medical Systems (MMSI) as of Q1 2024, up from 289 in Q4 2023.
  • Funds reported $4.47B of Merit Medical Systems stock for Q1 2024, up 0.07% quarter-over-quarter.
  • 52 funds opened new Merit Medical Systems positions in Q1 2024 and 34 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q1 2024 was Congress Asset Management, an estimated $39.1M added.
  • The largest Merit Medical Systems seller in Q1 2024 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.