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.

Q4 2023 vs. Q3 2023

How the institutions holding Merit Medical Systems Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of MMSI: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	274	7	289	+22
Shares	55.6M	134.9K	57.6M	+2.13M (+3.8%)
Value	$3.84B	$9.31M	$4.37B	+$543.3M (+14.2%)

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Merit Medical Systems Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to MMSI in Q4 2023
Institution	Shares	Value	% of portfolio
Adage Capital Partners GP, L.L.C.	100,000	$7.60M	0.02%
Point72 Asset Management, L.P.	86,334	$6.56M	0.02%
Soros Fund Management LLCSuperinvestorSoros Fund Management	76,200	$5.79M	0.11%
Jane Street Group, LLC	66,722	$5.07M	0.01%
Canada Pension Plan Investment Board	47,600	$3.62M	0.00%
Capstone Investment Advisors, LLC	45,081	$3.42M	0.06%
Aristeia Capital LLC	45,071	$3.42M	0.14%
Susquehanna Portfolio Strategies, LLC	41,110	$3.12M	0.06%
Trexquant Investment LP	31,951	$2.43M	0.05%
Weiss Asset Management LP	22,100	$1.68M	0.12%
Shaolin Capital Management LLC	19,150	$1.45M	0.05%
Pathstone Holdings, LLC	13,818	$1.05M	0.01%
Congress Asset Management Co	11,493	$873.0K	0.01%
Premier Fund Managers Ltd	6,840	$524.0K	0.02%
Petrus Trust Company, LTA	6,446	$489.6K	0.05%
Silver Oak Securities, Inc	5,358	$407.0K	0.05%
Pearl River Capital, LLC	5,159	$391.9K	0.06%
Nomura Holdings Inc	4,558	$346.2K	0.00%
Guardian Asset Advisors, LLC	4,520	$343.3K	0.32%
Edgestream Partners, L.P.	4,446	$337.7K	0.02%
Dynamic Technology Lab Private Ltd	4,391	$334.0K	0.04%
ISAM Funds (UK) Ltd	3,872	$294.1K	0.21%
MeadowBrook Investment Advisors LLC	3,850	$292.4K	0.28%
Change Path, LLC	3,628	$276.0K	0.02%
Centiva Capital, LP	3,390	$257.5K	0.02%
CIBC Asset Management Inc	3,348	$254.3K	0.00%
Entropy Technologies, LP	3,111	$236.3K	0.04%
Shelton Capital Management	2,815	$213.8K	0.01%
CI Private Wealth, LLC	2,781	$211.2K	0.00%
Vident Advisory, LLC	2,728	$207.2K	0.01%
Raymond James Financial Services Advisors, Inc.	2,707	$205.6K	0.00%
Kapitalo Investimentos Ltda	1,262	$95.9K	0.02%
Tompkins Financial Corp	500	$38.0K	0.00%
Custom Portfolio Group LLC	375	$28.5K	0.03%
Valued Wealth Advisors LLC	386	$26.6K	0.02%
Robeco Institutional Asset Management B.V.	254	$19.3K	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	231	$18.0K	0.01%
GAMMA Investing LLC	225	$17.6K	0.00%
Principal Securities, Inc.	138	$10.5K	0.00%
Quantbot Technologies LP	56	$4.25K	0.00%
Cetera Trust Company, N.A	38	$2.89K	0.00%
Farther Finance Advisors, LLC	36	$2.73K	0.00%
EntryPoint Capital, LLC	33	$2.51K	0.00%
Advisory Services Network, LLC	6	$456	0.00%
DiNuzzo Private Wealth, Inc.	6	$456	0.00%
Assetmark, Inc	3	$228	0.00%

Sold out (24)

Institutions that held Merit Medical Systems Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of MMSI in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Marshall Wace, LLP	136,011	$9.39M
Sectoral Asset Management Inc	79,000	$5.45M
Squarepoint Ops LLC	68,878	$4.75M
Cerity Partners LLC	65,880	$4.55M
Renaissance Technologies LLC	30,912	$2.13M
Westover Capital Advisors, LLC	16,445	$1.14M
Aviva PLC	6,094	$420.6K
Walleye Trading LLC	5,893	$406.7K
Arrowstreet Capital, Limited Partnership	5,467	$377.0K
Aigen Investment Management, LP	5,114	$353.0K
TD Asset Management Inc	4,900	$338.2K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	4,256	$293.7K
MML Investors Services, LLC	4,181	$289.0K
Gsa Capital Partners LLP	3,744	$258.0K
MQS Management LLC	3,619	$249.8K
Bayesian Capital Management, LP	3,421	$236.1K
FDx Advisors, Inc.	3,280	$226.0K
DekaBank Deutsche Girozentrale	986	$67.0K
Headlands Technologies LLC	593	$40.9K
GHP Investment Advisors, Inc.	200	$12.9K
VitalStone Financial, LLC	94	$7.00K
RFP Financial Group LLC	27	$1.86K
Venturi Wealth Management, LLC	17	$1.17K
Sofos Investments, Inc.	0	$31

Not filed for Q4 2023 yet (7)

Institutions that held Merit Medical Systems Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMSI in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Bryn Mawr Trust Co	105,561	$7.29M
Virginia Retirement Systems Et Al	19,400	$1.34M
Pathstone Family Office, LLC	6,151	$424.5K
Advisor Partners II, LLC	3,704	$255.7K
KB Financial Partners, LLC	46	$3.00K
Column Capital Advisors, LLC	20	$1.38K
Steward Financial Group LLC	26	$1.00K