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Merit Medical Systems
MMSI

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84% → 104.73% (+1.9%)

2% more funds holding

Funds holding: 378 → 385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.8M
3
UBS Group
UBS Group
Switzerland
+$38.3M
4
TI
Tidal Investments
Wisconsin
+$33.1M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$74.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$18.3M
4
ECM
ExodusPoint Capital Management
New York
-$18.1M
5
Macquarie Group
Macquarie Group
Australia
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
201
Westover Capital Advisors
Delaware
$634K +$654K +6,560 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$618K -$6.98K -70 -1%
WW
203
Winnow Wealth
Texas
$614K +$649K +6,515 New
HW
204
Hancock Whitney
Mississippi
$605K -$186K -1,868 -23%
AIP
205
Ameritas Investment Partners
Nebraska
$579K +$18.9K +190 +3%
BEI
206
Benjamin Edwards Inc
Missouri
$570K +$44.4K +446 +8%
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$567K – – –
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$562K +$23K +231 +4%
Mariner
209
Mariner
Kansas
$560K -$326K -3,272 -36%
GCP
210
GSA Capital Partners
United Kingdom
$554K +$570K +5,724 New
SOS
211
Silver Oak Securities
Tennessee
$549K +$154K +1,544 +37%
SGAM
212
Smith Group Asset Management
Texas
$544K +$5.68K +57 +1%
HF
213
HRT Financial
New York
$524K +$108K +1,084 +25%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$521K +$121K +1,215 +29%
CWM
215
CIBC World Markets
New York
$518K +$534K +5,355 New
GAM
216
Groupama Asset Management
France
$510K – – –
Walleye Capital
217
Walleye Capital
New York
$499K +$514K +5,161 New
Arrowstreet Capital
218
Arrowstreet Capital
Massachusetts
$484K +$498K +5,001 New
CM
219
Caption Management
Oklahoma
$484K +$498K +5,000 New
SAG
220
SageView Advisory Group
California
$475K +$8.57K +86 +2%
GWM
221
Gibbs Wealth Management
Georgia
$473K +$78.9K +792 +19%
PAS
222
Park Avenue Securities
New York
$465K +$81.8K +821 +21%
VT
223
Vise Technologies
New York
$465K -$44.9K -451 -9%
PTC
224
Petrus Trust Company
Texas
$455K -$154K -1,544 -25%
CM
225
Crestline Management
Texas
$454K +$468K +4,691 New
7 8
9
10 11

MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.