Joel Greenblatt's MMSI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,345 shares of Merit Medical Systems, Inc. (MMSI) worth $437,361, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MMSI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 16,182 shares. Largest reduction occurred in Q4 2015, reducing 19,222 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Merit Medical Systems (MMSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Merit Medical Systems (MMSI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +6,345 | New Buy | 6,345 | $68.93 |
| Q4 2025 | -13,005 | Sold Out | 0 | $0.00 |
| Q3 2025 | +8,018 | Add 160.78% | 13,005 | $83.23 |
| Q2 2025 | +4,987 | New Buy | 4,987 | $93.48 |
| Q4 2024 | -7,973 | Sold Out | 0 | $0.00 |
| Q3 2024 | +7,973 | New Buy | 7,973 | $98.83 |
| Q2 2022 | -12,128 | Sold Out | 0 | $0.00 |
| Q1 2022 | -295 | Reduce 2.37% | 12,128 | $66.54 |
| Q4 2021 | -1,733 | Reduce 12.24% | 12,423 | $62.30 |
| Q3 2021 | -4,885 | Reduce 25.66% | 14,156 | $71.77 |
| Q2 2021 | +5,347 | Add 39.05% | 19,041 | $64.65 |
| Q1 2021 | +4,072 | Add 42.32% | 13,694 | $59.88 |
| Q4 2020 | +9,622 | New Buy | 9,622 | $55.50 |
| Q4 2017 | -6,659 | Sold Out | 0 | $0.00 |
| Q3 2017 | +6,659 | New Buy | 6,659 | $42.35 |
| Q2 2017 | -16,182 | Sold Out | 0 | $0.00 |
| Q1 2017 | +16,182 | New Buy | 16,182 | $28.92 |
| Q4 2015 | -19,222 | Sold Out | 0 | $0.00 |
| Q3 2015 | -2,567 | Reduce 11.78% | 19,222 | $23.93 |
| Q2 2015 | +9,769 | Add 81.27% | 21,789 | $21.52 |
| Q1 2015 | +12,020 | New Buy | 12,020 | $19.22 |
Joel Greenblatt's Merit Medical Systems Investment FAQs
Joel Greenblatt first purchased Merit Medical Systems, Inc. (MMSI) in Q1 2015, acquiring 12,020 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Merit Medical Systems, Inc. (MMSI) for 21 quarters since Q1 2015.
Joel Greenblatt's largest addition to Merit Medical Systems, Inc. (MMSI) was in Q1 2017, adding 16,182 shares worth $468,000.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,345 shares of Merit Medical Systems, Inc. (MMSI), valued at approximately $437,361.
As of the Q1 2026 filing, Merit Medical Systems, Inc. (MMSI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Merit Medical Systems, Inc. (MMSI) was 21,789 shares, as reported at the end of Q2 2015.