Merit Medical Systems
MMSI
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.
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: 2 → 4 (+2)
28% more capital invested
Capital invested by funds: $2.41B → $3.08B (+$672M)
9% more funds holding
Funds holding: 207 → 226 (+19)
0.14% more ownership
Funds ownership: 99.74% → 99.88% (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$125M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$34.1M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$7.56M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$6.65M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$54M |
| 2 |
SV
Starboard Value
New York
|
-$24.8M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$17.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.1M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$9.03M |
MMSI Hedge Fund Activity: Q4 2020 in Review
226 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2020, worth a combined $3.08B — up 28% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MMSI positions and 19 closed out — a net gain of 21 holders — while 71 added to existing stakes and 87 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $125M. The largest seller was Nuance Investments, cutting an estimated $54M.
- 226 institutional investors held Merit Medical Systems (MMSI) as of Q4 2020, up from 207 in Q3 2020.
- Funds reported $3.08B of Merit Medical Systems stock for Q4 2020, up 28% quarter-over-quarter.
- 40 funds opened new Merit Medical Systems positions in Q4 2020 and 19 closed out, a net change of +21 holders.
- The largest Merit Medical Systems buyer in Q4 2020 was William Blair Investment Management, an estimated $125M added.
- The largest Merit Medical Systems seller in Q4 2020 was Nuance Investments, an estimated $54M sold.
Based on aggregated 13F filings for Q4 2020.