Merit Medical Systems Inc

MMSI

Exchange: Nasdaq
Industry: Surgical & Medical Instruments & Apparatus
SEC CIK: 0000856982

SEC filings (opens in a new tab)

In the last 90 days, Merit Medical Systems Inc insiders filed 0 open-market purchases and 2 sales; 405 institutions reported holding it in 13F filings for Q2 2026, worth $4.34B in total; Maverick Capital is the only superinvestor holding it.

Q2 2021 vs. Q1 2021

How the institutions holding Merit Medical Systems Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of MMSI: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Of which not filed for Q2 2021	Q2 2021	Change
Holders	232	1	238	+7
Shares	54.2M	19.2K	53.5M	−693.2K (−1.3%)
Value	$3.25B	$1.15M	$3.47B	+$220.1M (+6.8%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Merit Medical Systems Inc at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to MMSI in Q2 2021
Institution	Shares	Value	% of portfolio
Channing Capital Management, LLC	223,226	$14.4M	0.48%
Millennium Management LLC	204,597	$13.2M	0.02%
Panagora Asset Management Inc	80,315	$5.19M	0.03%
Bridgewater Associates, LP	56,706	$3.67M	0.02%
Ergoteles LLC	22,970	$1.49M	0.03%
Renaissance Technologies LLC	22,812	$1.48M	0.00%
BBVA USA	17,999	$1.16M	0.06%
Cubist Systematic Strategies, LLC	16,993	$1.10M	0.01%
Edgestream Partners, L.P.	9,071	$587.0K	0.03%
ExodusPoint Capital Management, LP	6,944	$449.0K	0.01%
Trexquant Investment LP	6,519	$422.0K	0.04%
Point72 Asset Management, L.P.	6,100	$394.0K	0.00%
Walleye Trading LLC	5,681	$367.0K	0.01%
FORA Capital, LLC	5,273	$341.0K	0.06%
Paloma Partners Management Co	5,205	$336.0K	0.01%
Quantitative Investment Management, LLC	4,754	$307.0K	0.03%
Creative Planning	3,239	$209.0K	0.00%
Virtu Financial LLC	3,216	$208.0K	0.02%
Shelton Capital Management	3,169	$205.0K	0.01%
Cornerstone Investment Partners, LLC	3,145	$203.0K	0.01%
Y-Intercept (Hong Kong) Ltd	3,130	$202.0K	0.05%
Eagle Bay Advisors LLC	1,408	$93.0K	0.07%
IndexIQ Advisors LLC	558	$36.0K	0.00%
Dark Forest Capital Management LP	396	$26.0K	0.01%
Sageworth Trust Co	320	$21.0K	0.00%
Exchange Traded Concepts, LLC	300	$19.0K	0.00%
Massmutual Trust Co FSB	63	$4.00K	0.00%
Advisory Services Network, LLC	38	$2.00K	0.00%
Parallel Advisors, LLC	16	$1.00K	0.00%
PNC Managed Account Solutions, Inc.	18	$1.00K	0.00%

Sold out (23)

Institutions that held Merit Medical Systems Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of MMSI in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Mackay Shields LLC	37,100	$2.22M
Marshall Wace, LLP	14,637	$877.0K
Mariner, LLC	10,582	$634.0K
Summit Global Investments	9,947	$596.0K
Globeflex Capital L P	7,676	$460.0K
PEAK6 Investments LLC	7,262	$435.0K
Holocene Advisors, LP	7,086	$424.0K
XTX Topco Ltd	6,634	$397.0K
Susquehanna International Group, LLP	6,145	$368.0K
Oppenheimer & Co Inc	6,000	$359.0K
Canvas Wealth Advisors, LLC	5,713	$347.0K
Soltis Investment Advisors LLC	5,501	$329.0K
Jefferies Group LLC	5,214	$312.2K
Mirae Asset Global Investments Co., Ltd.	4,329	$259.0K
LS Investment Advisors, LLC	4,309	$258.0K
Eqis Capital Management, Inc.	3,582	$215.0K
Truist Financial Corp	3,521	$211.0K
Morgan Dempsey Capital Management LLC	1,243	$74.0K
Harbour Investments, Inc.	172	$10.0K
Sofos Investments, Inc.	56	$3.36K
Geneos Wealth Management Inc.	37	$2.00K
Meridian Wealth Partners, LLC	36	$2.00K
International Assets Investment Management, LLC	19	$1.00K

Not filed for Q2 2021 yet (1)

Institutions that held Merit Medical Systems Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMSI in Q1 2021 that haven't filed for Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
BBVA USA Bancshares, Inc.	19,156	$1.15M