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Mercury Systems

243 hedge funds and large institutions have $2.94B invested in Mercury Systems in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $6.9M | Put options by funds: $3.7M

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $2.55B → $2.94B (+$394M)

3% more funds holding

Funds holding: 235243 (+8)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

1.7% less ownership

Funds ownership: 100.64%98.94% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
86
Reduced
81
Closed
28
Calls
$6.9M
Puts
$3.7M
Net Calls
+$3.2M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$22.1M -$19.4M -383,727 -47%
N
27
Nuveen
North Carolina
$21M -$634K -12,551 -3%
ECM
28
ExodusPoint Capital Management
New York
$21M +$20.8M +411,014 New
Neuberger Berman Group
29
Neuberger Berman Group
New York
$20.8M +$563K +11,137 +3%
Charles Schwab
30
Charles Schwab
California
$20.5M +$107K +2,127 +0.5%
Morgan Stanley
31
Morgan Stanley
New York
$19M -$2.5M -49,544 -12%
WHG
32
Westwood Holdings Group
Texas
$16.7M +$16.5M +325,968 New
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$16.6M +$792K +15,679 +5%
Norges Bank
34
Norges Bank
Norway
$16.4M +$300K +5,943 +2%
EA
35
Emerald Advisers
Pennsylvania
$16.3M -$154K -3,051 -0.9%
Ameriprise
36
Ameriprise
Minnesota
$15.4M +$1.03M +20,336 +7%
WCM Investment Management
37
WCM Investment Management
California
$13.5M +$65.1K +1,288 +0.5%
CI
38
Cambiar Investors
Colorado
$12.5M +$1.51M +29,827 +14%
EMFAT
39
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.3M +$1.17M +23,250 +11%
Principal Financial Group
40
Principal Financial Group
Iowa
$11.7M +$127K +2,507 +1%
NIG
41
NFJ Investment Group
Texas
$11.1M -$5.86K -116 -0.1%
PCM
42
Peregrine Capital Management
Minnesota
$11M +$213K +4,213 +2%
KCM
43
Kennedy Capital Management
Missouri
$10.3M -$669K -13,233 -6%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$9.49M +$32.9K +652 +0.4%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$9.39M +$8.5M +168,274 +1,096%
SEI Investments
46
SEI Investments
Pennsylvania
$8.46M +$1.68M +33,318 +25%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$8.45M -$86.1K -1,703 -1%
William Blair & Company
48
William Blair & Company
Illinois
$8.37M -$400K -7,908 -5%
Bank of America
49
Bank of America
North Carolina
$7.8M +$786K +15,563 +11%
MOACM
50
Mutual of America Capital Management
New York
$6.46M -$169K -3,346 -3%