O
MRSN

OrbiMed’s Mersana Therapeutics MRSN Stock Holding History

OrbiMed’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
-288,597
Closed -$23.7M – 136
2023
Q2 		$23.7M Sell
288,597
-71,860
-20% -$10.5M 0.43% 64
2023
Q1 		$37M Hold
360,457
– – 0.73% 44
2022
Q4 		$52.8M Hold
360,457
– – 1.01% 37
2022
Q3 		$60.9M Hold
360,457
– – 1.13% 31
2022
Q2 		$41.6M Buy
360,457
+168,901
+88% +$15.9M 0.75% 44
2022
Q1 		$19.1M Buy
191,556
+76,002
+66% +$8.88M 0.31% 68
2021
Q4 		$18M Hold
115,554
– – 0.23% 88
2021
Q3 		$27.2M Buy
115,554
+3,544
+3% +$1.04M 0.3% 82
2021
Q2 		$38M Buy
112,010
+36,310
+48% +$13.7M 0.38% 68
2021
Q1 		$30.6M Buy
75,700
+44,766
+145% +$21.7M 0.29% 82
2020
Q4 		$20.6M Sell
30,934
-22,220
-42% -$12.4M 0.18% 101
2020
Q3 		$24.7M Sell
53,154
-23,246
-30% -$11.7M 0.31% 79
2020
Q2 		$44.7M Buy
76,400
+22,531
+42% +$7.69M 0.63% 50
2020
Q1 		$7.85M Sell
53,869
-29,064
-35% -$5.08M 0.13% 93
2019
Q4 		$11.9M Buy
82,933
+7,288
+10% +$533K 0.17% 78
2019
Q3 		$2.99M Hold
75,645
– – 0.06% 103
2019
Q2 		$7.66M Hold
75,645
– – 0.12% 97
2019
Q1 		$9.95M Buy
+75,645
New +$9.52M 0.15% 91

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Balyasny Asset Management
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

OrbiMed's MRSN Position: Q3 2023 in Review

OrbiMed sold out of Mersana Therapeutics (MRSN) in Q3 2023, closing a stake of 288,597 shares — an estimated $23.7M sold.

OrbiMed first reported a position in MRSN in Q1 2019 and held it in 18 quarters. The position peaked at $60.9M in Q3 2022. 128 funds tracked by Wall St. Rank hold MRSN as of Q3 2023.

  • OrbiMed reported no remaining Mersana Therapeutics position as of Q3 2023 after selling out during the quarter.
  • OrbiMed sold 288,597 Mersana Therapeutics shares in Q3 2023, an estimated $23.7M.
  • OrbiMed first reported a position in Mersana Therapeutics in Q1 2019 and held it in 18 quarters.
  • OrbiMed's Mersana Therapeutics position peaked at $60.9M in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q3 2023.

Based on OrbiMed's 13F filing for Q3 2023, filed 14 Nov 2023.