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.

Q1 2024 vs. Q4 2023

How the institutions holding Merit Medical Systems Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of MMSI: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	289	1	305	+17
Shares	57.6M	204.3K	59.1M	+1.65M (+2.9%)
Value	$4.37B	$15.5M	$4.47B	+$115.7M (+2.7%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Merit Medical Systems Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to MMSI in Q1 2024
Institution	Shares	Value	% of portfolio
Renaissance Technologies LLC	113,612	$8.61M	0.01%
Bryn Mawr Trust Co	102,192	$7.74M	0.30%
Jefferies Financial Group Inc.	82,436	$6.24M	0.13%
CIBC World Markets Corp	80,000	$6.06M	0.04%
Congress Wealth Management LLC	72,638	$5.50M	0.10%
Point72 Europe (London) LLP	56,100	$4.25M	0.40%
Twinbeech Capital LP	44,495	$3.37M	0.07%
Marshall Wace, LLP	43,302	$3.28M	0.01%
Qube Research & Technologies Ltd	33,306	$2.52M	0.00%
Squarepoint Ops LLC	32,064	$2.43M	0.01%
TownSquare Capital, LLC	22,563	$1.71M	0.03%
Exchange Traded Concepts, LLC	19,298	$1.46M	0.04%
UniSuper Management Pty Ltd	14,302	$1.08M	0.01%
Occudo Quantitative Strategies LP	11,957	$905.7K	0.16%
Cubist Systematic Strategies, LLC	11,107	$841.4K	0.01%
Campbell & CO Investment Adviser LLC	10,698	$810.4K	0.07%
Quest Partners LLC	8,387	$635.3K	0.11%
Point72 (DIFC) Ltd	8,176	$619.3K	0.05%
Hancock Whitney Corp	7,901	$598.5K	0.02%
FORA Capital, LLC	7,618	$577.1K	0.05%
Point72 Asia (Singapore) Pte. Ltd.	5,652	$428.1K	0.11%
Guidance Capital, Inc	5,601	$403.0K	0.15%
Graham Capital Management, L.P.	5,151	$390.2K	0.01%
Sequoia Financial Advisors, LLC	4,441	$336.4K	0.00%
Assenagon Asset Management S.A.	4,308	$326.3K	0.00%
AlphaMark Advisors, LLC	4,008	$304.0K	0.11%
KLR Investment Advisors, LLC	3,796	$278.1K	0.20%
MQS Management LLC	3,528	$267.2K	0.15%
MML Investors Services, LLC	3,132	$237.0K	0.00%
Thrive Capital Management, LLC	3,093	$234.3K	0.12%
Cetera Investment Advisers	3,090	$234.1K	0.00%
Farallon Capital Management, L.L.C.	3,000	$227.3K	0.00%
Cerity Partners LLC	2,717	$205.8K	0.00%
Palouse Capital Management, Inc.	2,310	$175.0K	0.12%
Central Pacific Bank - Trust Division	1,770	$133.0K	0.02%
Hilltop National Bank	1,639	$124.2K	0.04%
nVerses Capital, LLC	1,100	$83.3K	0.20%
Headlands Technologies LLC	658	$49.8K	0.01%
DekaBank Deutsche Girozentrale	592	$44.0K	0.00%
Elequin Capital LP	187	$14.2K	0.00%
Federated Hermes, Inc.	184	$13.9K	0.00%
CIBC Private Wealth Group, LLC	150	$11.3K	0.00%
Quarry LP	62	$4.70K	0.00%
Crewe Advisors LLC	46	$3.48K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	25	$1.89K	0.00%
Umb Bank N A	22	$1.67K	0.00%
Cape Investment Advisory, Inc.	15	$1.14K	0.00%
Newbridge Financial Services Group, Inc.	9	$682	0.00%
Rothschild Investment LLC	5	$379	0.00%
Smartleaf Asset Management LLC	5	$377	0.00%
TFC Financial Management	1	$76	0.00%
Sofos Investments, Inc.	1	$43	0.00%

Sold out (35)

Institutions that held Merit Medical Systems Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of MMSI in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Tudor Investment Corp Et Al	78,837	$5.99M
Soros Fund Management LLCSuperinvestorSoros Fund Management	76,200	$5.79M
Redwood Investments, LLC	54,364	$4.13M
Canada Pension Plan Investment Board	47,600	$3.62M
Capstone Investment Advisors, LLC	45,081	$3.42M
Aristeia Capital LLC	45,071	$3.42M
Connor, Clark & Lunn Investment Management Ltd.	29,241	$2.22M
Skandinaviska Enskilda Banken AB (publ)	22,800	$1.73M
Weiss Asset Management LP	22,100	$1.68M
Shaolin Capital Management LLC	19,150	$1.45M
Walleye Capital LLC	15,539	$1.18M
New York Life Investment Management LLC	5,247	$398.6K
Pearl River Capital, LLC	5,159	$391.9K
Edgestream Partners, L.P.	4,446	$337.7K
Dynamic Technology Lab Private Ltd	4,391	$334.0K
Cim Investment Mangement Inc	4,381	$332.8K
ISAM Funds (UK) Ltd	3,872	$294.1K
SageView Advisory Group, LLC	3,262	$257.7K
Centiva Capital, LP	3,390	$257.5K
Man Group plc	2,939	$223.2K
Shelton Capital Management	2,815	$213.8K
Cetera Advisor Networks LLC	2,780	$211.2K
Vident Advisory, LLC	2,728	$207.2K
Archer Investment Corp	900	$68.4K
Tradition Wealth Management, LLC	829	$63.0K
Tompkins Financial Corp	500	$38.0K
Robeco Institutional Asset Management B.V.	254	$19.3K
Farmers & Merchants Trust Co of Chambersburg PA	231	$18.0K
Steward Partners Investment Advisory, LLC	220	$16.7K
Private Trust Co NA	108	$8.20K
West Tower Group, LLC	83	$6.30K
Hillsdale Investment Management Inc.	80	$6.08K
AdvisorNet Financial, Inc	11	$836
Advisory Services Network, LLC	6	$456
Assetmark, Inc	3	$228

Not filed for Q1 2024 yet (1)

Institutions that held Merit Medical Systems Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMSI in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Putnam Investments LLC	204,282	$15.5M