Merit Medical Systems
MMSI
277 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 98 reducing their positions, and 15 closing their positions.
260% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
20% more capital invested
Capital invested by funds: $3.1B → $3.71B (+$612M)
14% more funds holding
Funds holding: 242 → 277 (+35)
5% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 98
4.23% less ownership
Funds ownership: 96.59% → 92.36% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$33.9M |
| 2 |
Morgan Stanley
New York
|
+$30.4M |
| 3 |
Millennium Management
New York
|
+$10.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.26M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$36.4M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$23.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$23.2M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$14.7M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$12.7M |
MMSI Hedge Fund Activity: Q4 2022 in Review
277 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 20% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MMSI positions and 15 closed out — a net gain of 39 holders — while 93 added to existing stakes and 98 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.
- 277 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 20% quarter-over-quarter.
- 54 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +39 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.