Boxer Capital’s Merus MRUS Stock Holding History

Boxer Capital’s Portfolio MRUS Stock Details MRUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,900,000	Closed	-$94.9M	–	31
2024 Q3	$94.9M	Hold	1,900,000	–	–	4.66%	7
2024 Q2	$112M	Hold	1,900,000	–	–	5.92%	4
2024 Q1	$85.6M	Hold	1,900,000	–	–	4.23%	7
2023 Q4	$52.3M	Hold	1,900,000	–	–	2.6%	15
2023 Q3	$44.8M	Hold	1,900,000	–	–	2.39%	14
2023 Q2	$50M	Hold	1,900,000	–	–	2.32%	16
2023 Q1	$35M	Hold	1,900,000	–	–	1.72%	15
2022 Q4	$29.4M	Hold	1,900,000	–	–	1.55%	22
2022 Q3	$38.1M	Hold	1,900,000	–	–	2.14%	14
2022 Q2	$43M	Hold	1,900,000	–	–	2.72%	12
2022 Q1	$50.2M	Hold	1,900,000	–	–	2.58%	14
2021 Q4	$60.4M	Hold	1,900,000	–	–	2.35%	13
2021 Q3	$41.8M	Hold	1,900,000	–	–	1.46%	20
2021 Q2	$40M	Hold	1,900,000	–	–	1.41%	20
2021 Q1	$39.7M	Buy	1,900,000 +472,151	+33%	+$10.9M	1.35%	21
2020 Q4	$25M	Buy	+1,427,849	New	+$21.1M	0.8%	35

Other funds holding MRUS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Boxer Capital's MRUS Position: Q4 2024 in Review

Boxer Capital sold out of Merus (MRUS) in Q4 2024, closing a stake of 1,900,000 shares — an estimated $94.9M sold.

Boxer Capital first reported a position in MRUS in Q4 2020 and held it in 16 quarters. The position peaked at $112M in Q2 2024. 192 funds tracked by Wall St. Rank hold MRUS as of Q4 2024.

Boxer Capital reported no remaining Merus position as of Q4 2024 after selling out during the quarter.
Boxer Capital sold 1,900,000 Merus shares in Q4 2024, an estimated $94.9M.
Boxer Capital first reported a position in Merus in Q4 2020 and held it in 16 quarters.
Boxer Capital's Merus position peaked at $112M in Q2 2024.
192 funds tracked by Wall St. Rank held Merus as of Q4 2024.

Based on Boxer Capital's 13F filing for Q4 2024.