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Merit Medical Systems

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62%94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$683M -$2.27M -33,966 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M +$8.26M +123,689 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$263M -$23.6M -354,017 -9%
ACH
4
ArrowMark Colorado Holdings
Colorado
$178M +$4.13M +61,808 +3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$147M -$360K -5,393 -0.3%
State Street
6
State Street
Massachusetts
$137M -$6.37M -95,414 -5%
Macquarie Group
7
Macquarie Group
Australia
$103M +$2.49M +37,241 +3%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$88.1M +$33.9M +508,234 +69%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$74.1M +$2.1M +31,419 +3%
WHG
10
Westwood Holdings Group
Texas
$68.4M -$12M -179,897 -16%
ACB
11
Aristotle Capital Boston
Massachusetts
$65.9M -$12.7M -190,008 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$64.3M -$2.68M -40,170 -4%
Morgan Stanley
13
Morgan Stanley
New York
$61.8M +$30.4M +456,031 +109%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$61.2M -$1.35M -20,218 -2%
CCM
15
Channing Capital Management
Illinois
$58.6M -$14.7M -219,950 -21%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$57.9M -$1.31M -19,603 -2%
Ameriprise
17
Ameriprise
Minnesota
$57.4M -$2.43M -36,391 -4%
Northern Trust
18
Northern Trust
Illinois
$47.9M +$5.05M +75,668 +13%
N
19
Nuveen
North Carolina
$46M -$4.64M -69,489 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$45.4M -$28.1K -421 -0.1%
PCH
21
Polar Capital Holdings
United Kingdom
$39.8M
Charles Schwab
22
Charles Schwab
California
$39.3M +$297K +4,449 +0.8%
Norges Bank
23
Norges Bank
Norway
$37.7M +$1.06M +15,851 +3%
EA
24
Emerald Advisers
Pennsylvania
$36.9M -$677K -10,144 -2%
Bank of America
25
Bank of America
North Carolina
$34.1M +$5.89M +88,200 +22%

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.