Octagon Capital Advisors’s Merus MRUS Stock Holding History

Octagon Capital Advisors’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
2025 Q4	–	Sell	-308,000	Closed	-$29M	–	31
2025 Q3	$29M	Sell	308,000 -81,000	-21%	-$5.28M	4.4%	8
2025 Q2	$20.5M	Buy	389,000 +81,000	+26%	+$3.81M	4.49%	8
2025 Q1	$13M	Hold	308,000	–	–	2.51%	16
2024 Q4	$13M	Buy	+308,000	New	+$14.8M	2.13%	19
2021 Q3	–	Sell	-206,927	Closed	-$4.36M	–	33
2021 Q2	$4.36M	Buy	206,927 +6,927	+3%	+$153K	0.9%	27
2021 Q1	$4.18M	Buy	+200,000	New	+$4.62M	1.57%	23

Other funds holding MRUS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Octagon Capital Advisors's MRUS Position: Q4 2025 in Review

Octagon Capital Advisors sold out of Merus (MRUS) in Q4 2025, closing a stake of 308,000 shares — an estimated $29M sold.

Octagon Capital Advisors first reported a position in MRUS in Q1 2021 and held it in 6 quarters. The position peaked at $29M in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

Octagon Capital Advisors reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
Octagon Capital Advisors sold 308,000 Merus shares in Q4 2025, an estimated $29M.
Octagon Capital Advisors first reported a position in Merus in Q1 2021 and held it in 6 quarters.
Octagon Capital Advisors's Merus position peaked at $29M in Q3 2025.
10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Octagon Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.