Merit Medical Systems
MMSI
286 hedge funds and large institutions have $4.03B invested in Merit Medical Systems in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 102 reducing their positions, and 28 closing their positions.
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
9% more capital invested
Capital invested by funds: $3.71B → $4.03B (+$316M)
3% more funds holding
Funds holding: 277 → 286 (+9)
3.22% more ownership
Funds ownership: 92.36% → 95.57% (+3.2%)
9% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 102
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
93% less call options, than puts
Call options by funds: $21K | Put options by funds: $296K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$36.9M |
| 2 |
BlackRock
New York
|
+$30M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$28.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$39.1M |
| 2 |
Millennium Management
New York
|
-$28.8M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$23.4M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$14.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$10.5M |
MMSI Hedge Fund Activity: Q1 2023 in Review
286 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2023, worth a combined $4.03B — up 8.5% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MMSI positions and 28 closed out — a net gain of 12 holders — while 111 added to existing stakes and 102 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $36.9M. The largest seller was Westwood Holdings Group, cutting an estimated $39.1M.
- 286 institutional investors held Merit Medical Systems (MMSI) as of Q1 2023, up from 277 in Q4 2022.
- Funds reported $4.03B of Merit Medical Systems stock for Q1 2023, up 8.5% quarter-over-quarter.
- 40 funds opened new Merit Medical Systems positions in Q1 2023 and 28 closed out, a net change of +12 holders.
- The largest Merit Medical Systems buyer in Q1 2023 was Rockefeller Capital Management, an estimated $36.9M added.
- The largest Merit Medical Systems seller in Q1 2023 was Westwood Holdings Group, an estimated $39.1M sold.
Based on aggregated 13F filings for Q1 2023.