Merit Medical Systems
MMSI
289 hedge funds and large institutions have $4.37B invested in Merit Medical Systems in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 23 closing their positions.
148% more call options, than puts
Call options by funds: $3.26M | Put options by funds: $1.31M
104% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 23
15% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 94
14% more capital invested
Capital invested by funds: $3.84B → $4.37B (+$534M)
6% more funds holding
Funds holding: 272 → 289 (+17)
3.27% more ownership
Funds ownership: 96.54% → 99.8% (+3.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$43.7M |
| 2 |
Morgan Stanley
New York
|
+$24.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$17.3M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$8.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$9.93M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$9.39M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.1M |
| 4 |
Walleye Capital
New York
|
-$7.8M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$7.3M |
MMSI Hedge Fund Activity: Q4 2023 in Review
289 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2023, worth a combined $4.37B — up 14% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MMSI positions and 23 closed out — a net gain of 24 holders — while 108 added to existing stakes and 94 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $43.7M. The largest seller was Redwood Investments, cutting an estimated $9.93M.
- 289 institutional investors held Merit Medical Systems (MMSI) as of Q4 2023, up from 272 in Q3 2023.
- Funds reported $4.37B of Merit Medical Systems stock for Q4 2023, up 14% quarter-over-quarter.
- 47 funds opened new Merit Medical Systems positions in Q4 2023 and 23 closed out, a net change of +24 holders.
- The largest Merit Medical Systems buyer in Q4 2023 was ArrowMark Colorado Holdings, an estimated $43.7M added.
- The largest Merit Medical Systems seller in Q4 2023 was Redwood Investments, an estimated $9.93M sold.
Based on aggregated 13F filings for Q4 2023.