Joel Greenblatt's MMSI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 13,005 shares of Merit Medical Systems, Inc. (MMSI) worth $1.08 M, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MMSI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 9,769 shares. Largest reduction occurred in Q3 2017, reducing 9,523 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +12,020 | New Buy | 12,020 | $19.22 |
| Q2 2015 | +9,769 | Add 81.27% | 21,789 | $21.52 |
| Q3 2015 | -2,567 | Reduce 11.78% | 19,222 | $23.93 |
| Q4 2015 | -19,222 | Sold Out | 19,222 | $0.00 |
| Q1 2017 | +16,182 | New Buy | 16,182 | $28.92 |
| Q2 2017 | -16,182 | Sold Out | 16,182 | $0.00 |
| Q3 2017 | +6,659 | New Buy | 6,659 | $42.35 |
| Q4 2017 | -6,659 | Sold Out | 6,659 | $0.00 |
| Q4 2020 | +9,622 | New Buy | 9,622 | $55.50 |
| Q1 2021 | +4,072 | Add 42.32% | 13,694 | $59.88 |
| Q2 2021 | +5,347 | Add 39.05% | 19,041 | $64.65 |
| Q3 2021 | -4,885 | Reduce 25.66% | 14,156 | $71.77 |
| Q4 2021 | -1,733 | Reduce 12.24% | 12,423 | $62.30 |
| Q1 2022 | -295 | Reduce 2.37% | 12,128 | $66.54 |
| Q2 2022 | -12,128 | Sold Out | 12,128 | $0.00 |
| Q3 2024 | +7,973 | New Buy | 7,973 | $98.83 |
| Q4 2024 | -7,973 | Sold Out | 7,973 | $0.00 |
| Q2 2025 | +4,987 | New Buy | 4,987 | $93.48 |
| Q3 2025 | +8,018 | Add 160.78% | 13,005 | $83.23 |
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 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Merit Medical Systems, Inc. (MMSI) was in Q1 2017, adding 16,182 shares worth $468,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 13,005 shares of Merit Medical Systems, Inc. (MMSI), valued at approximately $1.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Merit Medical Systems, Inc. (MMSI) was 21,789 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.