Merit Medical Systems
MMSI
196 hedge funds and large institutions have $1.83B invested in Merit Medical Systems in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 52 closing their positions.
11% more capital invested
Capital invested by funds: $1.66B → $1.83B (+$176M)
7.65% more ownership
Funds ownership: 98.57% → 106.22% (+7.7%)
5% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 73
11% less funds holding
Funds holding: 219 → 196 (-23)
20% less call options, than puts
Call options by funds: $4.97M | Put options by funds: $6.22M
35% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$85.2M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$60.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$34.3M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$24.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$33.7M |
| 2 |
Jennison Associates
New York
|
-$28.2M |
| 3 |
PA
Perceptive Advisors
New York
|
-$16.1M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$15.7M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$11.9M |
MMSI Hedge Fund Activity: Q4 2019 in Review
196 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2019, worth a combined $1.83B — up 11% from $1.66B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of MMSI and 34 opened new positions — a net loss of 18 holders — while 73 trimmed existing stakes and 69 added.
The largest buyer was Morgan Stanley, adding an estimated $85.2M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $33.7M sold.
- 196 institutional investors held Merit Medical Systems (MMSI) as of Q4 2019, down from 219 in Q3 2019.
- Funds reported $1.83B of Merit Medical Systems stock for Q4 2019, up 11% quarter-over-quarter.
- 34 funds opened new Merit Medical Systems positions in Q4 2019 and 52 closed out, a net change of -18 holders.
- The largest Merit Medical Systems buyer in Q4 2019 was Morgan Stanley, an estimated $85.2M added.
- The largest Merit Medical Systems seller in Q4 2019 was Waddell & Reed Financial, an estimated $33.7M sold.
Based on aggregated 13F filings for Q4 2019.