Merit Medical Systems
MMSI
192 hedge funds and large institutions have $1.79B invested in Merit Medical Systems in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 68 reducing their positions, and 34 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
19% more call options, than puts
Call options by funds: $2.78M | Put options by funds: $2.33M
2% less capital invested
Capital invested by funds: $1.83B → $1.79B (-$39.4M)
6% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 34
2% less funds holding
Funds holding: 196 → 192 (-4)
2.43% less ownership
Funds ownership: 106.22% → 103.79% (-2.4%)
21% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$172M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$75.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$24.1M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$22.7M |
| 5 |
Goldman Sachs
New York
|
+$7.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$125M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$36.9M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$28.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.7M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$21.9M |
MMSI Hedge Fund Activity: Q1 2020 in Review
192 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2020, worth a combined $1.79B — down 2.1% from $1.83B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of MMSI and 32 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 54 added.
The largest buyer was Starboard Value, opening a new position worth an estimated $172M. The largest seller was Morgan Stanley, cutting an estimated $125M.
- 192 institutional investors held Merit Medical Systems (MMSI) as of Q1 2020, down from 196 in Q4 2019.
- Funds reported $1.79B of Merit Medical Systems stock for Q1 2020, down 2.1% quarter-over-quarter.
- 32 funds opened new Merit Medical Systems positions in Q1 2020 and 34 closed out, a net change of -2 holders.
- The largest Merit Medical Systems buyer in Q1 2020 was Starboard Value, an estimated $172M added.
- The largest Merit Medical Systems seller in Q1 2020 was Morgan Stanley, an estimated $125M sold.
Based on aggregated 13F filings for Q1 2020.