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Merit Medical Systems

379 hedge funds and large institutions have $6.67B invested in Merit Medical Systems in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 135 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,311% more call options, than puts

Call options by funds: $92.8M | Put options by funds: $2.1M

13% more capital invested

Capital invested by funds: $5.9B → $6.67B (+$768M)

2.55% more ownership

Funds ownership: 104.73%107.28% (+2.5%)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 135

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

2% less funds holding

Funds holding: 385379 (-6)

Holders
379
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
49
Increased
145
Reduced
135
Closed
49
Calls
$92.8M
Puts
$2.1M
Net Calls
+$90.7M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$970M -$9.35M -90,640 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$695M -$7.94M -77,001 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M +$50.8M +492,816 +24%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$239M -$2.55M -24,730 -1%
State Street
5
State Street
Massachusetts
$232M -$10.2M -99,257 -4%
Invesco
6
Invesco
Georgia
$189M +$26M +251,821 +16%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$187M +$13.8M +133,465 +8%
Macquarie Group
8
Macquarie Group
Australia
$154M +$281K +2,726 +0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$148M +$4.18M +40,562 +3%
MC
10
Maverick Capital
Texas
$135M +$131M +1,272,511 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$122M -$3.39M -32,871 -3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$110M -$2.34M -22,650 -2%
Morgan Stanley
13
Morgan Stanley
New York
$108M -$6.14M -59,526 -6%
ACH
14
ArrowMark Colorado Holdings
Colorado
$105M -$29M -281,022 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$101M +$26M +252,461 +36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$95.9M -$3.15M -30,536 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$94.3M +$45.2M +438,421 +97%
N
18
Nuveen
North Carolina
$80.7M +$2.11M +20,479 +3%
UBS Group
19
UBS Group
Switzerland
$79.6M +$20.2M +196,188 +35%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$79.5M -$2.15M -20,849 -3%
Charles Schwab
21
Charles Schwab
California
$78M -$1.13M -10,906 -1%
Northern Trust
22
Northern Trust
Illinois
$77M -$2.31M -22,408 -3%
Bank of America
23
Bank of America
North Carolina
$76.5M +$13.7M +133,193 +23%
Goldman Sachs
24
Goldman Sachs
New York
$76M +$10.7M +103,878 +17%
Franklin Resources
25
Franklin Resources
California
$74.3M +$3.85M +37,297 +6%