Merit Medical Systems
MMSI
253 hedge funds and large institutions have $3.9B invested in Merit Medical Systems in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 85 reducing their positions, and 20 closing their positions.
2,898% more call options, than puts
Call options by funds: $44.3M | Put options by funds: $1.48M
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more capital inflows, than outflows
Capital inflows: $194M | Capital outflows: $140M
6% more funds holding
Funds holding: 238 → 253 (+15)
0.92% more ownership
Funds ownership: 95.59% → 96.52% (+0.92%)
7% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Channing Capital Management
Chicago,
Illinois
|
+$39M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$22.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.9M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$10.9M |
| 5 |
Ziegler Capital Management
Chicago,
Illinois
|
+$8.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$18.5M |
| 2 |
Nuance Investments
Kansas City,
Missouri
|
-$16.7M |
| 3 |
Westwood Holdings Group
Dallas,
Texas
|
-$14.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.1M |
| 5 |
Millennium Management
New York
|
-$8.38M |
MMSI Hedge Fund Activity: Q3 2021 in Review
253 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2021, worth a combined $3.9B — up 12% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MMSI positions and 20 closed out — a net gain of 18 holders — while 79 added to existing stakes and 85 trimmed.
The largest buyer was Channing Capital Management, adding an estimated $39M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $18.5M.
- 253 institutional investors held Merit Medical Systems (MMSI) as of Q3 2021, up from 238 in Q2 2021.
- Funds reported $3.9B of Merit Medical Systems stock for Q3 2021, up 12% quarter-over-quarter.
- 38 funds opened new Merit Medical Systems positions in Q3 2021 and 20 closed out, a net change of +18 holders.
- The largest Merit Medical Systems buyer in Q3 2021 was Channing Capital Management, an estimated $39M added.
- The largest Merit Medical Systems seller in Q3 2021 was ArrowMark Colorado Holdings, an estimated $18.5M sold.
Based on aggregated 13F filings for Q3 2021.