Merit Medical Systems
MMSI
124 hedge funds and large institutions have $431M invested in Merit Medical Systems in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
31% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 39
26% more capital inflows, than outflows
Capital inflows: $44.1M | Capital outflows: $35.1M
5% more funds holding
Funds holding: 118 → 124 (+6)
1% more ownership
Funds ownership: 81.99% → 82.99% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.4M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$5.85M |
| 3 |
LSC
Lyon Street Capital
Sausalito,
California
|
+$4.34M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.67M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$6.44M |
| 2 |
BC
Broadfin Capital
New York
|
-$3.72M |
| 3 |
Millennium Management
New York
|
-$3.3M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$3.19M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$2.25M |
MMSI Hedge Fund Activity: Q3 2013 in Review
124 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2013, worth a combined $431M — up 11% from $390M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MMSI positions and 9 closed out — a net gain of 7 holders — while 51 added to existing stakes and 39 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $13.4M. The largest seller was Bank of New York Mellon, cutting an estimated $6.44M.
- 124 institutional investors held Merit Medical Systems (MMSI) as of Q3 2013, up from 118 in Q2 2013.
- Funds reported $431M of Merit Medical Systems stock for Q3 2013, up 11% quarter-over-quarter.
- 16 funds opened new Merit Medical Systems positions in Q3 2013 and 9 closed out, a net change of +7 holders.
- The largest Merit Medical Systems buyer in Q3 2013 was Fidelity Investments, an estimated $13.4M added.
- The largest Merit Medical Systems seller in Q3 2013 was Bank of New York Mellon, an estimated $6.44M sold.
Based on aggregated 13F filings for Q3 2013.