We are live on ! Find out more
MMSI icon

Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$887M +$5.73M +62,607 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$651M +$1.56M +17,039 +0.3%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$226M +$3.55M +38,780 +2%
State Street
4
State Street
Massachusetts
$221M +$1.38M +15,098 +0.7%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$158M +$4.63M +50,639 +3%
Macquarie Group
6
Macquarie Group
Australia
$157M -$14.6M -159,711 -9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$156M +$59.5M +649,799 +70%
ACH
8
ArrowMark Colorado Holdings
Colorado
$144M -$19.8M -216,014 -13%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$142M -$148M -1,614,929 -53%
Invesco
10
Invesco
Georgia
$140M +$18M +196,378 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$134M +$1.6M +17,490 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$122M -$6.46M -70,644 -5%
Morgan Stanley
13
Morgan Stanley
New York
$115M +$1.72M +18,779 +2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$108M -$1.55M -16,894 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$92.1M -$1.4M -15,324 -2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$76.7M -$394K -4,305 -0.6%
ACB
17
Aristotle Capital Boston
Massachusetts
$73.8M -$4.39M -47,940 -6%
Norges Bank
18
Norges Bank
Norway
$72.6M -$4.4M -48,036 -6%
Charles Schwab
19
Charles Schwab
California
$71.9M +$4.95M +54,122 +8%
N
20
Nuveen
North Carolina
$70.9M +$28.2M +308,450 +76%
CCM
21
Channing Capital Management
Illinois
$68.8M -$14.8M -161,253 -19%
Northern Trust
22
Northern Trust
Illinois
$65.8M +$138K +1,508 +0.2%
WHG
23
Westwood Holdings Group
Texas
$63.5M -$11.8M -129,464 -17%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$63.4M +$281K +3,068 +0.5%
CAM
25
Congress Asset Management
Massachusetts
$58.3M +$1.42M +15,534 +3%