Skip to main content

Merit Medical Systems Inc

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

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.

Q3 2023 vs. Q2 2023

How the institutions holding Merit Medical Systems Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MMSI: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3122274−36
Shares54.2M6.37K55.6M+1.43M (+2.6%)
Value$4.53B$532.7K$3.84B−$693.3M (−15.3%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Merit Medical Systems Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MMSI in Q3 2023
InstitutionSharesValue% of portfolio
Standard Life Aberdeen plc354,186$24.4M0.06%
Comerica Bank203,152$14.0M0.07%
Marshall Wace, LLP136,011$9.39M0.02%
Walleye Capital LLC127,239$8.78M0.13%
Illinois Municipal Retirement Fund33,129$2.29M0.04%
HRT Financial LP17,004$1.17M0.01%
SG Americas Securities, LLC13,446$928.0K0.01%
XTX Topco Ltd7,390$510.1K0.09%
QRG Capital Management, Inc.6,555$452.4K0.01%
Pictet Asset Management Holding SA6,333$437.1K0.00%
Walleye Trading LLC5,893$406.7K0.01%
Soltis Investment Advisors LLC5,504$379.9K0.05%
Aureus Asset Management, LLC4,804$331.6K0.03%
Allianz Asset Management GmbH3,885$268.1K0.00%
Lido Advisors, LLC3,670$253.3K0.00%
Bayesian Capital Management, LP3,421$236.1K0.03%
Cetera Advisor Networks LLC2,920$201.5K0.00%
DekaBank Deutsche Girozentrale986$67.0K0.00%
Headlands Technologies LLC593$40.9K0.02%
VitalStone Financial, LLC94$7.00K0.01%
Whittier Trust Co of Nevada Inc69$4.76K0.00%
LGT Financial Advisors LLC66$4.55K0.01%
Central Trust Co47$3.24K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.46$3.17K0.00%
Bokf, NA30$2.06K0.00%
Steward Financial Group LLC26$1.00K0.00%

Sold out (62)

Institutions that held Merit Medical Systems Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MMSI in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Adage Capital Partners GP, L.L.C.100,000$8.36M
Castleark Management LLC71,390$5.97M
Cubist Systematic Strategies, LLC65,248$5.46M
EAM Global Investors LLC50,918$4.26M
Brookfield Asset Management Inc.44,508$3.72M
Lisanti Capital Growth, LLC41,120$3.44M
Schonfeld Strategic Advisors LLC37,643$3.15M
Fred Alger Management, LLC35,673$2.98M
Jane Street Group, LLC28,549$2.39M
Jump Financial, LLC26,092$2.18M
EAM Investors, LLC22,685$1.90M
Point72 Asset Management, L.P.22,119$1.85M
Los Angeles Capital Management LLC21,250$1.78M
Campbell & CO Investment Adviser LLC16,206$1.36M
Jackson Creek Investment Advisors LLC14,299$1.20M
Acadian Asset Management LLC13,374$1.12M
Voloridge Investment Management, LLC13,171$1.10M
Cornercap Investment Counsel Inc12,780$1.07M
Redhawk Wealth Advisors, Inc.12,725$1.06M
Calamos Advisors LLC12,517$1.05M
Capital Impact Advisors, LLC12,058$1.01M
Quantbot Technologies LP10,151$849.0K
Trexquant Investment LP10,058$841.3K
Wakefield Asset Management LLLP9,820$821.3K
Susquehanna Fundamental Investments, LLC9,317$779.3K
Kapitalo Investimentos Ltda7,803$652.6K
Nebula Research & Development LLC7,513$628.4K
Twinbeech Capital LP7,334$613.4K
Verition Fund Management LLC7,168$599.5K
Inceptionr LLC7,070$591.3K
Petra Financial Advisors Inc6,296$526.6K
Truist Financial Corp6,283$525.5K
Change Path, LLC6,221$520.0K
Ellsworth Advisors, LLC5,919$495.1K
AIA Group Ltd5,760$481.8K
Raymond James Financial Services Advisors, Inc.5,731$479.3K
Wealthcare Advisory Partners LLC5,500$460.0K
Legato Capital Management LLC5,180$433.3K
Bridgefront Capital, LLC4,829$403.9K
Centiva Capital, LP4,766$398.6K
Seven Eight Capital, LP3,833$320.6K
Virtu Financial LLC3,762$315.0K
Greenleaf Trust3,513$293.8K
Silver Oak Securities, Inc3,481$291.0K
Prelude Capital Management, LLC3,324$278.0K
Shelton Capital Management3,169$265.1K
Nuance Investments, LLC3,015$252.2K
Graham Capital Management, L.P.2,962$247.7K
Prudent Man Advisors, LLC2,806$235.0K
Point72 Middle East FZE2,760$230.8K
CI Private Wealth, LLC2,480$207.4K
Counterpoint Mutual Funds LLC1,495$125.0K
Harbor Investment Advisory, LLC1,126$94.2K
Pinebridge Investments, L.P.630$52.7K
Altshuler Shaham Ltd326$27.3K
Roffman Miller Associates Inc250$20.9K
Plante Moran Financial Advisors, LLC69$5.77K
USA Financial Portformulas Corp69$5.77K
Horan Securities, Inc.20$1.67K
Farther Finance Advisors, LLC17$1.42K
Disciplined Investments, LLC8$669
25 LLC6$506

Not filed for Q3 2023 yet (2)

Institutions that held Merit Medical Systems Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMSI in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA6,333$529.7K
First Capital Advisors Group, LLC.36$3.01K