MMSI
MERIT MEDICAL SYSTEMS INCMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Maverick Capital re-entered | Q1 2021 | 22Q | $60 | $64 | +5% |
| Bridgewater Associates re-entered | Q3 2021 | 20Q | $66 | $64 | -4% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $90 | $64 | -30% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MERIT MEDICAL SYSTEMS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001671772-26-000006Jun 8, 2026
- Form 40001708144-26-000004May 21, 2026
- Form 40001786127-26-000004May 19, 2026
- Form 40001174531-26-000004May 19, 2026
- Form 40001708144-26-000002May 19, 2026
- Form 40001844301-26-000002May 19, 2026
- Form 40001726511-26-000003May 19, 2026
- Form 40002024006-26-000002May 19, 2026
- Form 40001451534-26-000002May 19, 2026
- Form 40001121897-26-000002May 19, 2026
- Form 40001649014-26-000002May 19, 2026
- Form 40002072266-26-000004May 13, 2026
- Form 40001786127-26-000002May 11, 2026
- Form 40001671772-26-000004May 11, 2026
- Form 40001429832-26-000004May 7, 2026
Fundamentals
XBRL · MERIT MEDICAL SYSTEMS INCAnnual figures sourced directly from MERIT MEDICAL SYSTEMS INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MERIT MEDICAL SYSTEMS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 19, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventApr 13, 2026
- 8-KMaterial eventApr 1, 2026
- DEF 14AProxy statementMar 31, 2026
- 10-KAnnual reportFeb 24, 2026
- 8-KMaterial eventFeb 24, 2026
- 8-KMaterial eventJan 8, 2026
- 8-KMaterial eventNov 13, 2025
- 8-KMaterial eventNov 3, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 8-KMaterial eventOct 17, 2025
- 8-KMaterial eventOct 10, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $61 | $61 | -1% |
| Point72 Asset Management | Q1 2026 | open | $82 | $64 | -22% |
| Maverick Capital | Q2 2025 | open | $98 | $61 | -38% |
| Citadel Advisors | Q3 2024 | open | $90 | $64 | -30% |
| Two Sigma Investments | Q3 2024 | open | $90 | $64 | -30% |
| D.E. Shaw | Q3 2024 | open | $90 | $64 | -30% |
| AQR Capital Management | Q3 2024 | open | $90 | $64 | -30% |
| Millennium Management | Q3 2024 | open | $90 | $64 | -30% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $90 | $108 | +20% |
| Renaissance Technologies | Q3 2024 | open | $90 | $64 | -30% |
| Maverick Capital | Q4 2022 | Q2 2023 | $69 | $84 | +21% |
| Bridgewater Associates | Q3 2021 | Q3 2025 | $66 | $86 | +31% |
| Maverick Capital | Q1 2021 | Q2 2022 | $60 | $60 | -0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.