Merit Medical Systems Ownership | Who Owns Merit Medical Systems?
Merit Medical Systems Ownership Summary
Merit Medical Systems is owned by 101.33% institutional investors, 2.48% insiders. Blackrock is the largest institutional shareholder, holding 15.33% of MMSI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in Merit Medical Systems shares.
MMSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Merit Medical Systems | 101.33% | 2.48% | -3.81% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Instruments & Supplies Stocks | 57.74% | 11.38% | 30.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.91M | 15.33% | $766.15M |
| Vanguard group | 6.57M | 11.30% | $564.55M |
| William blair investment management | 3.05M | 5.25% | $262.44M |
| Conestoga capital advisors | 2.25M | 3.87% | $193.42M |
| State street | 2.22M | 3.81% | $190.52M |
| Macquarie group | 1.75M | 3.00% | $150.05M |
| Arrowmark colorado | 1.67M | 2.88% | $143.66M |
| Fuller & thaler asset management | 1.55M | 2.66% | $132.89M |
| Geode capital management | 1.34M | 2.30% | $115.18M |
| Dimensional fund advisors lp | 1.31M | 2.25% | $112.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhouse funds lllp | 925.88K | 4.00% | $79.58M |
| Conestoga capital advisors | 2.25M | 2.90% | $193.42M |
| Aristotle capital boston | 794.60K | 2.30% | $68.30M |
| Channing capital management | 857.86K | 2.02% | $73.73M |
| Arrowmark colorado | 1.67M | 1.71% | $143.66M |
| Emerald mutual fund advisers trust | 307.49K | 1.38% | $26.43M |
| Emerald advisers | 359.15K | 1.29% | $30.87M |
| Oberweis asset management inc/ | 193.84K | 1.02% | $16.66M |
| Martin & co inc /tn/ | 44.56K | 0.96% | $3.83M |
| Mesirow institutional investment management | 119.21K | 0.90% | $10.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 782.73K | 0.01% | 782.73K |
| Macquarie group | 1.75M | 0.17% | 498.44K |
| Exoduspoint capital management, lp | 528.90K | 0.31% | 376.77K |
| Goldman sachs group | 327.74K | 0.00% | 201.75K |
| Nuveen asset management | 408.47K | 0.01% | 181.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 8.91M | 0.02% | -592.94K |
| Arrowmark colorado | 1.67M | 1.71% | -513.76K |
| Vanguard group | 6.57M | 0.01% | -256.09K |
| Rk capital management | - | - | -181.00K |
| Panagora asset management | 99.32K | 0.04% | -151.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 782.73K | 0.01% | 782.73K | $67.28M |
| F/m investments | 146.01K | 0.45% | 146.01K | $12.55M |
| Nfj investment group | 136.93K | 0.36% | 136.93K | $11.77M |
| Corebridge financial | 33.23K | 0.02% | 33.23K | $2.86M |
| Mirae asset global etfs | 32.28K | 0.01% | 32.28K | $2.77M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Financial gravity asset management | -1.00 |
| Newbridge financial services group | -9.00 |
| Innealta capital | -20.00 |
| Silver oak securities | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 375 | 16.10% | 59,005,796 | -2.73% | 101 | 0.93% | 212 | 23.26% | 109 | 7.92% |
| Jun 30, 2024 | 323 | 3.53% | 60,659,147 | 3.77% | 104 | 1.03% | 172 | 2.38% | 101 | -4.72% |
| Mar 31, 2024 | 312 | 7.59% | 58,457,836 | 1.53% | 100 | 1.02% | 168 | 10.53% | 106 | 10.42% |
| Dec 31, 2023 | 290 | 5.45% | 57,577,040 | 4.41% | 99 | 1.09% | 152 | 20.63% | 96 | -17.24% |
| Sep 30, 2023 | 275 | -12.42% | 55,142,822 | 1.72% | 95 | 1.08% | 126 | -24.55% | 116 | 6.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.77M | 6.46% | 1.65K |
| Vanguard Total Stock Mkt Idx Inv | 1.74M | 2.99% | -6.95K |
| iShares Russell 2000 ETF | 1.59M | 2.73% | -3.33K |
| Vanguard Small Cap Index | 1.39M | 2.38% | 2.70K |
| Conestoga Small Cap Investors | 1.33M | 2.28% | 37.50K |
| FullerThaler Behavioral Small-Cap Equity | 1.10M | 1.88% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.10M | 1.88% | - |
| Delaware Small Cap Core I | 889.12K | 1.53% | -123.02K |
| Vanguard Institutional Extnd Mkt Idx Tr | 868.11K | 1.49% | -6.26K |
| Vanguard Explorer Inv | 800.50K | 1.37% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Millner F. Ann | - | Sell | $1.27M |
| Nov 07, 2024 | Parra Raul Jr. | CFO AND TREASURER | Sell | $547.79K |
| Nov 05, 2024 | Peterson Neil | CHIEF OPERATING OFFICER | Sell | $490.00K |
| Nov 05, 2024 | Parra Raul Jr. | CFO AND TREASURER | Sell | $2.91M |
| Jun 28, 2024 | Millner F. Ann | - | Sell | $1.05M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 6 |
| 2023 Q3 | - | 2 |
| 2023 Q2 | - | - |
MMSI Ownership FAQ
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