We are live on ! Find out more
MMSI icon

Merit Medical Systems

320 hedge funds and large institutions have $5.21B invested in Merit Medical Systems in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,002% more call options, than puts

Call options by funds: $75.7M | Put options by funds: $1.07M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

27% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 100

16% more capital invested

Capital invested by funds: $4.47B → $5.21B (+$736M)

5% more funds holding

Funds holding: 306320 (+14)

2.35% more ownership

Funds ownership: 101.99%104.33% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
320
Holders Change
+14
Holders Change %
+4.58%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
127
Reduced
100
Closed
31
Calls
$75.7M
Puts
$1.07M
Net Calls
+$74.6M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$387K +$3.46K +44 +1%
American Century Companies
202
American Century Companies
Missouri
$362K +$9.28K +118 +3%
N
203
Numerai
California
$356K +$326K +4,144 New
CW
204
CreativeOne Wealth
Kansas
$345K +$786 +10 +0.2%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$343K +$14.8K +188 +5%
RJT
206
Raymond James Trust
Florida
$341K -$8.49K -108 -3%
ECM
207
Evergreen Capital Management
Washington
$341K +$36.9K +469 +13%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$337K +$309K +3,926 New
US Bancorp
209
US Bancorp
Minnesota
$336K -$11.1K -141 -3%
PAS
210
Park Avenue Securities
New York
$324K +$296K +3,768 New
X
211
Xponance
Pennsylvania
$311K +$13.4K +170 +5%
BEI
212
Benjamin Edwards Inc
Missouri
$311K +$285K +3,623 New
EI
213
Ethic Inc
New York
$308K +$282K +3,584 New
MIA
214
MeadowBrook Investment Advisors
Michigan
$303K
SAG
215
SageView Advisory Group
California
$300K +$275K +3,495 New
GWM
216
Gibbs Wealth Management
Georgia
$300K +$274K +3,486 New
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$299K
VPIM
218
Vanguard Personalized Indexing Management
California
$291K -$46.6K -592 -15%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$290K +$22.8K +290 +9%
CL
220
Choreo LLC
Illinois
$289K +$265K +3,374 New
RJFSA
221
Raymond James Financial Services Advisors
Florida
$285K -$4.88K -62 -2%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$285K -$865 -11 -0.3%
FC
223
FORA Capital
Florida
$280K -$343K -4,356 -57%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$275K -$3.15K -40 -1%
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$273K +$250K +3,177 New