Merit Medical Systems
MMSI
185 hedge funds and large institutions have $984M invested in Merit Medical Systems in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 21 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
27% more capital invested
Capital invested by funds: $775M → $984M (+$209M)
0% more funds holding
Funds holding: 185 → 185 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
8% less call options, than puts
Call options by funds: $370K | Put options by funds: $403K
21% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$16.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$10.8M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$9.01M |
| 5 |
ACM
American Capital Management
New York
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$9.39M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.18M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.75M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$4.97M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$4.37M |
MMSI Hedge Fund Activity: Q3 2016 in Review
185 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2016, worth a combined $984M — up 27% from $775M a quarter earlier.
Fund positioning in MMSI was balanced in Q3 2016: 21 funds opened new positions, 21 closed out, 62 added to existing stakes and 78 trimmed.
The largest buyer was Rothschild & Co Asset Management US, adding an estimated $16.3M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $9.39M.
- 185 institutional investors held Merit Medical Systems (MMSI) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $984M of Merit Medical Systems stock for Q3 2016, up 27% quarter-over-quarter.
- 21 funds opened new Merit Medical Systems positions in Q3 2016 and 21 closed out, a net change of 0 holders.
- The largest Merit Medical Systems buyer in Q3 2016 was Rothschild & Co Asset Management US, an estimated $16.3M added.
- The largest Merit Medical Systems seller in Q3 2016 was Dalton, Greiner, Hartman, Maher & Co, an estimated $9.39M sold.
Based on aggregated 13F filings for Q3 2016.