We are live on ! Find out more
MMSI icon

Merit Medical Systems

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84%104.73% (+1.9%)

2% more funds holding

Funds holding: 378385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$896M +$28.9M +289,732 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$643M +$6.31M +63,314 +1%
State Street
3
State Street
Massachusetts
$222M +$6.12M +61,419 +3%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$221M +$75.2K +755 +0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$201M +$49.8M +499,193 +32%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$158M +$3.64M +36,489 +2%
Invesco
7
Invesco
Georgia
$149M +$11.8M +118,142 +8%
Macquarie Group
8
Macquarie Group
Australia
$140M -$13.6M -136,644 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$131M -$4.98K -50 -0%
ACH
10
ArrowMark Colorado Holdings
Colorado
$123M -$18.3M -183,178 -13%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$114M -$5.19M -52,069 -4%
Morgan Stanley
12
Morgan Stanley
New York
$104M -$7.99M -80,169 -7%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$103M -$3.18M -31,891 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$90.7M +$591K +5,932 +0.6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$74.8M -$328K -3,295 -0.4%
Northern Trust
16
Northern Trust
Illinois
$72.6M +$8.52M +85,483 +13%
Charles Schwab
17
Charles Schwab
California
$72.4M +$2.11M +21,221 +3%
N
18
Nuveen
North Carolina
$71.8M +$2.57M +25,816 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$67.6M +$65.4M +656,174 +1,547%
Norges Bank
20
Norges Bank
Norway
$66.6M -$4.56M -45,714 -6%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$66.4M -$74.9M -751,501 -52%
CCM
22
Channing Capital Management
Illinois
$65.9M -$1.48M -14,815 -2%
Franklin Resources
23
Franklin Resources
California
$64.4M +$10.6M +106,100 +19%
ACB
24
Aristotle Capital Boston
Massachusetts
$63.7M -$8.76M -87,878 -12%
Goldman Sachs
25
Goldman Sachs
New York
$59.5M +$14.7M +147,881 +32%

MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.