Merit Medical Systems
MMSI
266 hedge funds and large institutions have $3.36B invested in Merit Medical Systems in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 27 closing their positions.
286% more call options, than puts
Call options by funds: $2.26M | Put options by funds: $585K
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
35% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 78
5% more funds holding
Funds holding: 253 → 266 (+13)
0.95% less ownership
Funds ownership: 96.52% → 95.56% (-0.95%)
14% less capital invested
Capital invested by funds: $3.9B → $3.36B (-$539M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$54.3M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$30.5M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$22.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
-$150M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$36.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.7M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$11.6M |
| 5 |
1M
13D Management
New York
|
-$9.77M |
MMSI Hedge Fund Activity: Q4 2021 in Review
266 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2021, worth a combined $3.36B — down 14% from $3.9B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MMSI positions and 27 closed out — a net gain of 19 holders — while 105 added to existing stakes and 78 trimmed.
The largest buyer was BlackRock, adding an estimated $54.3M. The largest seller was Starboard Value, cutting an estimated $150M.
- 266 institutional investors held Merit Medical Systems (MMSI) as of Q4 2021, up from 253 in Q3 2021.
- Funds reported $3.36B of Merit Medical Systems stock for Q4 2021, down 14% quarter-over-quarter.
- 46 funds opened new Merit Medical Systems positions in Q4 2021 and 27 closed out, a net change of +19 holders.
- The largest Merit Medical Systems buyer in Q4 2021 was BlackRock, an estimated $54.3M added.
- The largest Merit Medical Systems seller in Q4 2021 was Starboard Value, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2021.