Merit Medical Systems
MMSI
138 hedge funds and large institutions have $555M invested in Merit Medical Systems in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
46% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 37
29% more capital invested
Capital invested by funds: $431M → $555M (+$124M)
11% more funds holding
Funds holding: 124 → 138 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$6M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$2.77M |
| 3 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$2.66M |
| 4 |
LSC
Lyon Street Capital
Sausalito,
California
|
+$2.53M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$25.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.85M |
| 3 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$3.57M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$3.11M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$2.14M |
MMSI Hedge Fund Activity: Q4 2013 in Review
138 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2013, worth a combined $555M — up 29% from $431M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MMSI positions and 11 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.
The largest buyer was Eagle Boston Investment Management, adding an estimated $6M. The largest seller was Bank of New York Mellon, cutting an estimated $25.4M.
- 138 institutional investors held Merit Medical Systems (MMSI) as of Q4 2013, up from 124 in Q3 2013.
- Funds reported $555M of Merit Medical Systems stock for Q4 2013, up 29% quarter-over-quarter.
- 25 funds opened new Merit Medical Systems positions in Q4 2013 and 11 closed out, a net change of +14 holders.
- The largest Merit Medical Systems buyer in Q4 2013 was Eagle Boston Investment Management, an estimated $6M added.
- The largest Merit Medical Systems seller in Q4 2013 was Bank of New York Mellon, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2013.