DCM
MRSN

DAFNA Capital Management’s Mersana Therapeutics MRSN Stock Holding History

DAFNA Capital Management’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
Q4 		– Sell
-29,362
Closed -$932K – 78
2023
Q3 		$932K Sell
29,362
-3,072
-9% -$146K 0.29% 58
2023
Q2 		$2.67M Buy
32,434
+11,999
+59% +$1.76M 0.73% 38
2023
Q1 		$2.1M Buy
20,435
+3,896
+24% +$547K 0.63% 38
2022
Q4 		$2.42M Buy
16,539
+1,428
+9% +$241K 0.68% 41
2022
Q3 		$2.55M Sell
15,111
-1,160
-7% -$189K 0.69% 38
2022
Q2 		$1.88M Buy
16,271
+2,160
+15% +$203K 0.51% 47
2022
Q1 		$1.41M Buy
14,111
+8,500
+151% +$993K 0.37% 61
2021
Q4 		$872K Hold
5,611
– – 0.22% 66
2021
Q3 		$1.32M Buy
5,611
+480
+9% +$140K 0.35% 62
2021
Q2 		$1.74M Buy
5,131
+160
+3% +$60.6K 0.36% 55
2021
Q1 		$2.01M Buy
4,971
+3,000
+152% +$1.46M 0.48% 50
2020
Q4 		$1.31M Sell
1,971
-4,140
-68% -$2.3M 0.39% 53
2020
Q3 		$2.84M Sell
6,111
-4,696
-43% -$2.37M 0.92% 27
2020
Q2 		$6.32M Sell
10,807
-5,258
-33% -$1.8M 1.82% 18
2020
Q1 		$2.34M Buy
16,065
+11,726
+270% +$2.05M 0.98% 29
2019
Q4 		$621K Sell
4,339
-15,730
-78% -$1.15M 0.21% 67
2019
Q3 		$793K Buy
20,069
+9,060
+82% +$659K 0.3% 63
2019
Q2 		$1.11M Sell
11,009
-5,123
-32% -$603K 0.42% 56
2019
Q1 		$2.12M Buy
+16,132
New +$2.03M 0.92% 32

Other funds holding MRSN

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $962M AUM 524.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DAFNA Capital Management's MRSN Position: Q4 2023 in Review

DAFNA Capital Management sold out of Mersana Therapeutics (MRSN) in Q4 2023, closing a stake of 29,362 shares — an estimated $932K sold.

DAFNA Capital Management first reported a position in MRSN in Q1 2019 and held it in 19 quarters. The position peaked at $6.32M in Q2 2020. 105 funds tracked by Wall St. Rank hold MRSN as of Q4 2023.

  • DAFNA Capital Management reported no remaining Mersana Therapeutics position as of Q4 2023 after selling out during the quarter.
  • DAFNA Capital Management sold 29,362 Mersana Therapeutics shares in Q4 2023, an estimated $932K.
  • DAFNA Capital Management first reported a position in Mersana Therapeutics in Q1 2019 and held it in 19 quarters.
  • DAFNA Capital Management's Mersana Therapeutics position peaked at $6.32M in Q2 2020.
  • 105 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q4 2023.

Based on DAFNA Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.