Merit MED SYS Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Calamos Advisors LLC

INCREASED

Shares39,684,000 from 18,805,000

Change+20,879,000 (+111%)

Value$46.2M (+$25.9M)

Filed 2026-11-02

Mackay Shields LLC

DECREASED

Shares38,006,000 from 38,073,000

Change-67,000 (0%)

Value$44.2M (+$3.1M)

Filed 2026-10-13

Absolute Investment Advisers, LLC

UNCHANGED

Shares15,000,000 from 15,000,000

Change0 (0%)

Value$17.4M (+$1.3M)

Filed 2026-10-21

Warberg Asset Management LLC

NEW

Shares4,000,000

Change+4,000,000

Value$4.7M

Filed 2026-11-02

RWC Asset Management LLP

DECREASED

Shares1,400,000 from 1,515,000

Change-115,000 (-8%)

Value$1.6M (+$1.4K)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares531,000 from 3,341,000

Change-2,810,000 (-84%)

Value$616.0K (-$3.0M)

Filed 2026-11-04

Bank of New York Mellon Corp

UNCHANGED

Shares350,000 from 350,000

Change0 (0%)

Value$325.0K (-$52.5K)

Filed 2026-11-05

Central Pacific Bank - Trust Division

NEW

Shares213,000

Change+213,000

Value$247.1K

Filed 2026-10-06

Calamos Wealth Management LLC

NEW

Shares117,000

Change+117,000

Value$136.2K

Filed 2026-11-02

XML Financial, LLC

NEW

Shares31,000

Change+31,000

Value$36.0K

Filed 2026-10-29

Choreo, LLC

UNCHANGED

Shares31,000 from 31,000

Change0 (0%)

Value$36.1K (+$2.6K)

Filed 2026-10-28

Fifth Third Bancorp

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$12.8K (+$946)

Filed 2026-11-05

Foresight Capital Management Advisors, Inc.

NEW

Shares8,000

Change+8,000

Value$9.3K

Filed 2026-10-27

Jefferies Financial Group Inc.

CLOSED

Shares0 from 593,000

Change-593,000 (-100%)

Value$0 (-$639.9K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$12.1K)

Filed 2026-10-13

Readystate Asset Management LP

N/A

Shares— from 59,500,000

Change-59,500,000 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 48,300,000

Change-48,300,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 47,137,000

Change-47,137,000 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 45,500,000

Change-45,500,000 (-100%)

Value—

DLD Asset Management, LP

N/A

Shares— from 27,500,000

Change-27,500,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 25,900,000

Change-25,900,000 (-100%)

Value—

Wellesley Asset Management

N/A

Shares— from 25,627,000

Change-25,627,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 20,282,000

Change-20,282,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,182,000

Change-20,182,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 19,610,000

Change-19,610,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 15,250,000

Change-15,250,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 15,075,000

Change-15,075,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 13,651,000

Change-13,651,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 13,500,000

Change-13,500,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 13,403,000

Change-13,403,000 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 12,500,000

Change-12,500,000 (-100%)

Value—

Opti Capital Management, LP

N/A

Shares— from 12,000,000

Change-12,000,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 11,500,000

Change-11,500,000 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 9,396,000

Change-9,396,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,354,000

Change-8,354,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,226,000

Change-8,226,000 (-100%)

Value—

Amundi

N/A

Shares— from 7,150,000

Change-7,150,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 6,500,000

Change-6,500,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,573,000

Change-5,573,000 (-100%)

Value—

KIM, LLC

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 4,970,000

Change-4,970,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 4,200,000

Change-4,200,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 4,149,000

Change-4,149,000 (-100%)

Value—

Quarry LP

N/A

Shares— from 4,100,000

Change-4,100,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 3,400,000

Change-3,400,000 (-100%)

Value—

LBP AM SA

N/A

Shares— from 3,100,000

Change-3,100,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,750,000

Change-2,750,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 2,085,000

Change-2,085,000 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,350,000

Change-1,350,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 1,195,000

Change-1,195,000 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 996,000

Change-996,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 951,000

Change-951,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 904,000

Change-904,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 823,000

Change-823,000 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 675,000

Change-675,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 418,000

Change-418,000 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 350,000

Change-350,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 137,000

Change-137,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 39,000

Change-39,000 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Oddo BHF Asset Management SAS

N/A

Shares— from 392

Change-392 (-100%)

Value—

	Status
Calamos Advisors LLC	INCREASED	39,684,000	18,805,000	+20,879,000	+111%	$20.3M	$46.2M	+$25.9M	2026-11-02
Mackay Shields LLC	DECREASED	38,006,000	38,073,000	-67,000	0%	$41.1M	$44.2M	+$3.1M	2026-10-13
Absolute Investment Advisers, LLC	UNCHANGED	15,000,000	15,000,000	0	0%	$16.2M	$17.4M	+$1.3M	2026-10-21
Warberg Asset Management LLC	NEW	4,000,000	—	+4,000,000	—	—	$4.7M	—	2026-11-02
RWC Asset Management LLP	DECREASED	1,400,000	1,515,000	-115,000	-8%	$1.6M	$1.6M	+$1.4K	2026-10-22
Citigroup Inc	DECREASED	531,000	3,341,000	-2,810,000	-84%	$3.6M	$616.0K	-$3.0M	2026-11-04
Bank of New York Mellon Corp	UNCHANGED	350,000	350,000	0	0%	$377.5K	$325.0K	-$52.5K	2026-11-05
Central Pacific Bank - Trust Division	NEW	213,000	—	+213,000	—	—	$247.1K	—	2026-10-06
Calamos Wealth Management LLC	NEW	117,000	—	+117,000	—	—	$136.2K	—	2026-11-02
XML Financial, LLC	NEW	31,000	—	+31,000	—	—	$36.0K	—	2026-10-29
Choreo, LLC	UNCHANGED	31,000	31,000	0	0%	$33.5K	$36.1K	+$2.6K	2026-10-28
Fifth Third Bancorp	UNCHANGED	11,000	11,000	0	0%	$11.8K	$12.8K	+$946	2026-11-05
Foresight Capital Management Advisors, Inc.	NEW	8,000	—	+8,000	—	—	$9.3K	—	2026-10-27
Jefferies Financial Group Inc.	CLOSED	0	593,000	-593,000	-100%	$639.9K	$0	-$639.9K	2026-11-05
Wealth Enhancement Advisory Services, LLC	CLOSED	0	11,000	-11,000	-100%	$12.1K	$0	-$12.1K	2026-10-13
Readystate Asset Management LP	N/A	—	59,500,000	-59,500,000	-100%	$64.2M	—	—	—
Camden Asset Management L P	N/A	—	48,300,000	-48,300,000	-100%	$51.9M	—	—	—
Weiss Asset Management LP	N/A	—	47,137,000	-47,137,000	-100%	$50.8M	—	—	—
Tudor Investment Corp ET AL	N/A	—	45,500,000	-45,500,000	-100%	$49.1M	—	—	—
DLD Asset Management, LP	N/A	—	27,500,000	-27,500,000	-100%	$29.7M	—	—	—
Two Sigma Investments, LP	N/A	—	25,900,000	-25,900,000	-100%	$27.8M	—	—	—
Wellesley Asset Management	N/A	—	25,627,000	-25,627,000	-100%	$26.1M	—	—	—
Invesco Ltd.	N/A	—	20,282,000	-20,282,000	-100%	$21.8M	—	—	—
Citadel Advisors LLC	N/A	—	20,182,000	-20,182,000	-100%	$21.8M	—	—	—
State Street Corp	N/A	—	19,610,000	-19,610,000	-100%	$21.3M	—	—	—
Advent Capital Management	N/A	—	15,250,000	-15,250,000	-100%	$16.6M	—	—	—
BlackRock, Inc.	N/A	—	15,075,000	-15,075,000	-100%	$16.2M	—	—	—
Wellington Management Group LLP	N/A	—	13,651,000	-13,651,000	-100%	$14.8M	—	—	—
Ameriprise Financial Inc	N/A	—	13,500,000	-13,500,000	-100%	$14.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	13,403,000	-13,403,000	-100%	$14.4M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	12,500,000	-12,500,000	-100%	$13.5M	—	—	—
Opti Capital Management, LP	N/A	—	12,000,000	-12,000,000	-100%	$13.0M	—	—	—
Point72 Asset Management, L.P.	N/A	—	11,500,000	-11,500,000	-100%	$12.4M	—	—	—
Alberta Investment Management Corp	N/A	—	10,000,000	-10,000,000	-100%	$10.8M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	9,396,000	-9,396,000	-100%	$10.2M	—	—	—
Morgan Stanley	N/A	—	8,354,000	-8,354,000	-100%	$9.0M	—	—	—
FMR LLC	N/A	—	8,226,000	-8,226,000	-100%	$8.8M	—	—	—
Amundi	N/A	—	7,150,000	-7,150,000	-100%	$7.7M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	6,500,000	-6,500,000	-100%	$7.0M	—	—	—
JPMorgan Chase & Co	N/A	—	5,573,000	-5,573,000	-100%	$6.0M	—	—	—
KIM, LLC	N/A	—	5,000,000	-5,000,000	-100%	$5.4M	—	—	—
Shenkman Capital Management Inc	N/A	—	4,970,000	-4,970,000	-100%	$5.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	4,200,000	-4,200,000	-100%	$4.6M	—	—	—
SSI Investment Management LLC	N/A	—	4,149,000	-4,149,000	-100%	$4.5M	—	—	—
Quarry LP	N/A	—	4,100,000	-4,100,000	-100%	$4.5M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$4.3M	—	—	—
Palisade Capital Management, LP	N/A	—	3,400,000	-3,400,000	-100%	$3.7M	—	—	—
LBP AM SA	N/A	—	3,100,000	-3,100,000	-100%	$3.4M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,750,000	-2,750,000	-100%	$3.0M	—	—	—
Man Group plc	N/A	—	2,085,000	-2,085,000	-100%	$2.2M	—	—	—
Bank of Montreal	N/A	—	2,000,000	-2,000,000	-100%	$2.2M	—	—	—
Jane Street Group, LLC	N/A	—	1,350,000	-1,350,000	-100%	$1.5M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	1,195,000	-1,195,000	-100%	$1.3M	—	—	—
Deutsche Bank Ag\	N/A	—	996,000	-996,000	-100%	$1.1M	—	—	—
Lazard Asset Management LLC	N/A	—	951,000	-951,000	-100%	$10.3K	—	—	—
Bank of America Corp	N/A	—	904,000	-904,000	-100%	$970.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	823,000	-823,000	-100%	$883.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	675,000	-675,000	-100%	$731.0K	—	—	—
SEI Investments Co	N/A	—	418,000	-418,000	-100%	$448.9K	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	350,000	-350,000	-100%	$377.9K	—	—	—
Royal Bank of Canada	N/A	—	250,000	-250,000	-100%	$270.0K	—	—	—
Cetera Investment Advisers	N/A	—	137,000	-137,000	-100%	$147.1K	—	—	—
SG Americas Securities, LLC	N/A	—	39,000	-39,000	-100%	$4.2K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	12,000	-12,000	-100%	$12.9K	—	—	—
Oddo BHF Asset Management SAS	N/A	—	392	-392	-100%	$427.7K	—	—	—

Showing 65 of 65 institutions