Avoro Capital Advisors’s Mersana Therapeutics MRSN Stock Holding History

Avoro Capital Advisors’s Portfolio MRSN Stock Details MRSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-255,000	Closed	-$21M	–	48
2023 Q2	$21M	Sell	255,000 -47,000	-16%	-$6.88M	0.28%	32
2023 Q1	$31M	Hold	302,000	–	–	0.46%	27
2022 Q4	$44.2M	Hold	302,000	–	–	0.66%	25
2022 Q3	$51M	Hold	302,000	–	–	0.94%	19
2022 Q2	$34.9M	Buy	302,000 +30,000	+11%	+$2.82M	0.69%	23
2022 Q1	$27.1M	Hold	272,000	–	–	0.5%	30
2021 Q4	$42.3M	Hold	272,000	–	–	0.72%	22
2021 Q3	$64.1M	Hold	272,000	–	–	1.01%	20
2021 Q2	$92.3M	Hold	272,000	–	–	1.61%	16
2021 Q1	$110M	Hold	272,000	–	–	1.9%	15
2020 Q4	$181M	Hold	272,000	–	–	3.12%	11
2020 Q3	$127M	Buy	272,000 +12,000	+5%	+$6.06M	1.8%	13
2020 Q2	$152M	Buy	+260,000	New	+$88.8M	3.01%	12

Other funds holding MRSN

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

SCM

Silverarc Capital Management Boston, Massachusetts $962M AUM 524.64% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

Avoro Capital Advisors's MRSN Position: Q3 2023 in Review

Avoro Capital Advisors sold out of Mersana Therapeutics (MRSN) in Q3 2023, closing a stake of 255,000 shares — an estimated $21M sold.

Avoro Capital Advisors first reported a position in MRSN in Q2 2020 and held it in 13 quarters. The position peaked at $181M in Q4 2020. 128 funds tracked by Wall St. Rank hold MRSN as of Q3 2023.

Avoro Capital Advisors reported no remaining Mersana Therapeutics position as of Q3 2023 after selling out during the quarter.
Avoro Capital Advisors sold 255,000 Mersana Therapeutics shares in Q3 2023, an estimated $21M.
Avoro Capital Advisors first reported a position in Mersana Therapeutics in Q2 2020 and held it in 13 quarters.
Avoro Capital Advisors's Mersana Therapeutics position peaked at $181M in Q4 2020.
128 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q3 2023.

Based on Avoro Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.