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Merit Medical Systems

279 hedge funds and large institutions have $3.35B invested in Merit Medical Systems in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 103 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

13% more capital invested

Capital invested by funds: $2.97B → $3.35B (+$376M)

1.71% more ownership

Funds ownership: 97.9%99.6% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 103

1% more funds holding

Funds holding: 277279 (+2)

50% less call options, than puts

Call options by funds: $8.46M | Put options by funds: $16.8M

Holders
279
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
6.04%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
33
Increased
110
Reduced
103
Closed
29
Calls
$8.46M
Puts
$16.8M
Net Calls
-$8.37M
Net Calls Change
-$7.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$499M +$3.8M +67,007 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$342M +$5.87M +103,410 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$118M -$6.94M -122,310 -6%
EAM
4
Eagle Asset Management
Florida
$116M -$1.42M -25,035 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$110M -$13.6M -240,021 -12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$107M +$5.62M +99,015 +6%
State Street
7
State Street
Massachusetts
$106M +$4.38M +77,193 +5%
Macquarie Group
8
Macquarie Group
Australia
$70.5M +$1.41M +24,799 +2%
PA
9
Perceptive Advisors
New York
$65.1M +$5.89M +103,900 +11%
CTA
10
Carillon Tower Advisers
Florida
$64.9M -$1.13M -19,987 -2%
FCM
11
Frontier Capital Management
Massachusetts
$63M +$14.9M +263,386 +35%
PHS
12
PFM Health Sciences
California
$60.4M +$15.6M +275,020 +39%
ACB
13
Aristotle Capital Boston
Massachusetts
$58.9M +$29.7M +523,432 +122%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$57.7M -$3.04M -53,596 -5%
Ameriprise
15
Ameriprise
Minnesota
$52.1M -$502K -8,849 -1%
WRF
16
Waddell & Reed Financial
Kansas
$49.5M +$7.89M +139,136 +21%
Jennison Associates
17
Jennison Associates
New York
$48.5M +$10.1M +177,811 +29%
Northern Trust
18
Northern Trust
Illinois
$45.2M +$310K +5,456 +0.8%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$44.2M +$5.39M +95,017 +15%
Wells Fargo
20
Wells Fargo
California
$43.3M +$950K +16,745 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.5M -$10.7M -188,938 -22%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$40.6M +$2.16M +38,040 +6%
Norges Bank
23
Norges Bank
Norway
$37.9M
Invesco
24
Invesco
Georgia
$36.3M -$5.74M -101,128 -15%
O
25
OppenheimerFunds
New York
$35.2M +$3.55M +62,588 +12%