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Merit Medical Systems

226 hedge funds and large institutions have $3.08B invested in Merit Medical Systems in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more capital invested

Capital invested by funds: $2.4B → $3.08B (+$675M)

9% more funds holding

Funds holding: 207226 (+19)

0.14% more ownership

Funds ownership: 99.74%99.89% (+0.14%)

2% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.84M

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
40
Increased
71
Reduced
87
Closed
19
Calls
$1.81M
Puts
$1.84M
Net Calls
-$32K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$422M +$1.86M +36,122 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M +$3.02M +58,599 +1%
ACH
3
ArrowMark Colorado Holdings
Colorado
$251M +$7.56M +146,541 +3%
SV
4
Starboard Value
New York
$221M -$24.8M -480,654 -11%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$188M +$125M +2,414,401 +248%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$115M +$959K +18,573 +0.9%
State Street
7
State Street
Massachusetts
$106M -$8.82M -170,825 -8%
NI
8
Nuance Investments
Missouri
$102M -$54M -1,046,580 -36%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$93.5M -$10.1M -195,635 -10%
Macquarie Group
10
Macquarie Group
Australia
$82.5M -$4.3M -83,364 -5%
ACB
11
Aristotle Capital Boston
Massachusetts
$80.9M -$4.12M -79,771 -5%
Goldman Sachs
12
Goldman Sachs
New York
$45.4M +$140K +2,719 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$44.5M +$2.25M +43,518 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$43.1M +$3.28M +63,556 +9%
WHG
15
Westwood Holdings Group
Texas
$42.8M -$9.03M -174,901 -18%
FCM
16
Frontier Capital Management
Massachusetts
$41.7M -$17.7M -343,771 -31%
Northern Trust
17
Northern Trust
Illinois
$39M -$1.1M -21,263 -3%
PCH
18
Polar Capital Holdings
United Kingdom
$38.2M +$35.5M +688,231 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$37.4M -$4.89M -94,795 -12%
SIA
20
Soltis Investment Advisors
Utah
$37M +$34.1M +659,816 +10,149%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$35.3M +$1.82M +35,280 +6%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$34.1M -$605K -11,725 -2%
Ameriprise
23
Ameriprise
Minnesota
$33.8M -$2.2M -42,718 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$30.5M -$1.06M -20,602 -4%
Norges Bank
25
Norges Bank
Norway
$29.4M +$4.02M +77,900 +17%