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Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
201
Soltis Investment Advisors
Utah
$733K
VanEck Associates
202
VanEck Associates
New York
$718K +$689K +7,526 New
ACM
203
Aquatic Capital Management
Illinois
$692K +$36.6K +400 +6%
SAM
204
Shell Asset Management
Netherlands
$691K +$639K +6,987 New
JF
205
Jump Financial
Illinois
$652K +$604K +6,596 New
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$638K
TCMP
207
Thrive Capital Management (Pennsylvania)
Pennsylvania
$625K -$79K -863 -12%
PTC
208
Petrus Trust Company
Texas
$618K -$201K -2,194 -26%
GC
209
Guidance Capital
Kentucky
$586K -$4.58K -50 -0.8%
Los Angeles Capital Management
210
Los Angeles Capital Management
California
$580K +$537K +5,866 New
AIP
211
Ameritas Investment Partners
Nebraska
$573K +$17.4K +190 +3%
MAG
212
Millrace Asset Group
Pennsylvania
$560K +$518K +5,662 New
SO
213
STRS Ohio
Ohio
$553K -$101K -1,100 -16%
SGAM
214
Smith Group Asset Management
Texas
$550K +$509K +5,568 New
BEI
215
Benjamin Edwards Inc
Missouri
$539K +$167K +1,827 +50%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$533K +$146K +1,593 +40%
CW
217
CreativeOne Wealth
Kansas
$526K +$120K +1,307 +33%
VT
218
Vise Technologies
New York
$520K -$392K -4,284 -45%
CL
219
Choreo LLC
Illinois
$479K +$140K +1,532 +45%
SAG
220
SageView Advisory Group
California
$477K +$122K +1,331 +38%
AAM
221
Aureus Asset Management
Massachusetts
$475K
XT
222
XTX Topco
Cayman Islands
$465K +$431K +4,709 New
CGH
223
Crossmark Global Holdings
Texas
$461K -$308K -3,363 -42%
SG Americas Securities
224
SG Americas Securities
New York
$450K -$451K -4,924 -52%
GAA
225
Guardian Asset Advisors
Pennsylvania
$447K

MMSI Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2024, worth a combined $5.89B — up 13% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MMSI positions and 21 closed out — a net gain of 62 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.5M. The largest seller was William Blair Investment Management, cutting an estimated $148M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2024, up from 320 in Q2 2024.
  • Funds reported $5.89B of Merit Medical Systems stock for Q3 2024, up 13% quarter-over-quarter.
  • 83 funds opened new Merit Medical Systems positions in Q3 2024 and 21 closed out, a net change of +62 holders.
  • The largest Merit Medical Systems buyer in Q3 2024 was Fidelity Investments, an estimated $59.5M added.
  • The largest Merit Medical Systems seller in Q3 2024 was William Blair Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.