SCM
MRSN

Silverarc Capital Management’s Mersana Therapeutics MRSN Stock Holding History

Silverarc 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
2025
Q4 		– Sell
-133,636
Closed -$1.04M – 89
2025
Q3 		$1.04M Buy
133,636
+8,499
+7% +$63.8K 0.14% 67
2025
Q2 		$926K Buy
125,137
+1,597
+1% +$14K 0.17% 54
2025
Q1 		$1.06M Buy
+123,540
New +$1.91M 0.22% 61
2024
Q4 		– Sell
-63,431
Closed -$3M – 75
2024
Q3 		$3M Sell
63,431
-36,592
-37% -$1.61M 0.67% 42
2024
Q2 		$5.03M Sell
100,023
-18,729
-16% -$1.35M 1.19% 28
2024
Q1 		$13.3M Sell
118,752
-138,053
-54% -$13.7M 3.69% 5
2023
Q4 		$14.9M Buy
256,805
+56,805
+28% +$2.29M 4.43% 2
2023
Q3 		$6.35M Buy
200,000
+160,000
+400% +$7.61M 1.93% 20
2023
Q2 		$3.29M Buy
40,000
+18,398
+85% +$2.69M 1.02% 35
2023
Q1 		$2.22M Sell
21,602
-24,005
-53% -$3.37M 0.92% 43
2022
Q4 		$6.68M Buy
45,607
+5,844
+15% +$988K 1.91% 19
2022
Q3 		$6.72M Buy
39,763
+5,763
+17% +$937K 2.27% 14
2022
Q2 		$3.93M Buy
+34,000
New +$3.2M 1.21% 27
2021
Q3 		– Sell
-5,005
Closed -$1.7M – 97
2021
Q2 		$1.7M Buy
5,005
+4,005
+401% +$1.52M 0.76% 49
2021
Q1 		$405K Buy
1,000
+569
+132% +$276K 0.22% 79
2020
Q4 		$286K Buy
+431
New +$240K 0.17% 77

Other funds holding MRSN

NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
AV
Alamea Verwaltungs Edison, New Jersey $125M AUM 27.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Silverarc Capital Management's MRSN Position: Q4 2025 in Review

Silverarc Capital Management sold out of Mersana Therapeutics (MRSN) in Q4 2025, closing a stake of 133,636 shares — an estimated $1.04M sold.

Silverarc Capital Management first reported a position in MRSN in Q4 2020 and held it in 16 quarters. The position peaked at $14.9M in Q4 2023. 51 funds tracked by Wall St. Rank hold MRSN as of Q4 2025.

  • Silverarc Capital Management reported no remaining Mersana Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Silverarc Capital Management sold 133,636 Mersana Therapeutics shares in Q4 2025, an estimated $1.04M.
  • Silverarc Capital Management first reported a position in Mersana Therapeutics in Q4 2020 and held it in 16 quarters.
  • Silverarc Capital Management's Mersana Therapeutics position peaked at $14.9M in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q4 2025.

Based on Silverarc Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.