undamentalytics Newsletter

Merit Medical Systems Inc: which funds bought and sold

Institutions that bought and sold Merit Medical Systems shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 243 institutions that filed 13F reports for both quarters added to or opened positions in Merit Medical Systems, and 179 cut or closed them. Together they added a net 2.5M shares, +4.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.0M shares (+15.1%); index fund managers were net buyers of 823K shares (+4.0%). 59 opened a new position and 56 sold out entirely.

Bought, Q2 2026 243 institutions, 59 of them new holders Sold, Q2 2026 179 institutions, 56 of them sold out
Net change, all compared +2.5M shares (+4.3%)
Net change, active managers +2.0M shares (+15.1%), 38 bought, 29 sold

Buyers versus sellers

institutions compared, 453
Active managers and hedge funds 38 bought · 29 sold · +2.0M
Index fund managers 6 bought · 5 sold · +823K
Other institutions 199 bought · 145 sold · −264K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Neuberger Berman Group LLC Active manager +997K +17953.8% 1.0M $69.5M
Blackrock, Inc. Index funds +630K +7.1% 9.5M $656M
Irenic Capital Management LP Hedge fund +543K New position 543K $37.6M
AQR Capital Management LLC Hedge fund +439K +1757.5% 464K $32.2M
William Blair Investment Management, LLC Active manager +360K +46.3% 1.1M $78.9M
Two Sigma Investments, LP Hedge fund +324K +291.4% 435K $30.1M
Price T Rowe Associates Inc Active manager +304K +46.4% 959K $66.5M
Maverick Capital Ltd Hedge fund +265K +37.0% 979K $67.9M
SG Capital Management LLC +244K New position 244K $16.9M
J. Goldman & Co LP Hedge fund +243K New position 243K $16.8M
Massachusetts Financial Services Co Active manager +232K +51.8% 679K $47.1M
Metlife Investment Management, LLC +225K +703.3% 257K $17.8M
Dimensional Fund Advisors LP +222K +17.9% 1.5M $101M
Boston Trust Walden Corp +196K +70.6% 473K $32.8M
Congress Asset Management Co Active manager +155K +15.1% 1.2M $82.1M
UBS Group AG +155K +45.5% 496K $34.4M
Geode Capital Management, LLC Index funds +118K +7.8% 1.6M $113M
State Street Corp Index funds +114K +4.8% 2.5M $172M
Champlain Investment Partners, LLC Active manager +113K +39.0% 404K $28M
Aberdeen Group PLC +110K +25.7% 538K $37.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Point72 Asset Management, L.P. Hedge fund −538K −72.5% 204K $14.1M
Fuller & Thaler Asset Management, Inc. −503K −23.8% 1.6M $112M
Freestone Grove Partners LP Hedge fund −366K −95.7% 17K $1.1M
Arrowmark Colorado Holdings LLC −349K Sold out 0 —
Morgan Stanley −254K −20.1% 1.0M $69.8M
Franklin Resources Inc Active manager −242K −93.2% 18K $1.2M
Marshall Wace, LLP Hedge fund −225K −39.2% 349K $24.2M
Renaissance Technologies LLC Hedge fund −189K −60.1% 125K $8.7M
Conestoga Capital Advisors, LLC −188K −8.7% 2.0M $137M
Qube Research & Technologies Ltd Hedge fund −182K −93.8% 12K $832,704
Bessemer Group Inc −175K −72.6% 66K $4.6M
Wellington Management Group LLP Active manager −161K −52.9% 143K $9.9M
Balyasny Asset Management L.P. Hedge fund −159K −49.5% 162K $11.2M
Adage Capital Partners Gp, L.L.C. Hedge fund −140K Sold out 0 —
Goldman Sachs Group Inc −140K −21.5% 508K $35.2M
Raymond James Financial Inc −108K −28.5% 269K $18.7M
Royal Bank Of Canada −94K −10.2% 827K $57.3M
Edgestream Partners, L.P. Hedge fund −71K −80.9% 17K $1.2M
Campbell & Co Investment Adviser LLC −68K Sold out 0 —
Vanguard Capital Management LLC Index funds −66K −2.5% 2.6M $180M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Arrowmark Colorado Holdings LLC 349K $24M
Adage Capital Partners Gp, L.L.C.Hedge fund 140K $9.7M
Campbell & Co Investment Adviser LLC 68K $4.7M
Tudor Investment Corp Et AlHedge fund 61K $4.2M
Millennium Management LLCHedge fund 45K $3.1M
Axiom Investors LLCActive manager 44K $3M
Emerald Investment Advisers, LLC 42K $2.9M
Y-Intercept (Hong Kong) Ltd 42K $2.9M
Xtx Topco Ltd 34K $2.3M
Allstate Corp 29K $2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
402
Ten largest holders
43.3%
of 13F-reported shares
Index fund managers
34.5%
of 13F-reported shares
Active managers and hedge funds
23.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 38 29 6 10 +2.0M +15.1%
Index fund managers 6 5 0 0 +823K +4.0%
Other institutions 199 145 53 46 −264K −1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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