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Mercury Systems

200 hedge funds and large institutions have $2.27B invested in Mercury Systems in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $988K

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

2.77% less ownership

Funds ownership: 103.15%100.37% (-2.8%)

6% less funds holding

Funds holding: 213200 (-13)

18% less capital invested

Capital invested by funds: $2.76B → $2.27B (-$489M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
200
Holders Change
-13
Holders Change %
-6.1%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
18
Increased
77
Reduced
73
Closed
30
Calls
$1.79M
Puts
$988K
Net Calls
+$799K
Net Calls Change
-$549K
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
176
Ruggie Capital Group
Florida
$28K
GT
177
Glenmede Trust
Pennsylvania
$25.8K -$5.5M -112,843 -17%
IA
178
IFP Advisors
Florida
$23K
FHB
179
First Hawaiian Bank
Hawaii
$18K +$18.6K +381 New
FIB
180
First Interstate Bank
Montana
$17K +$3.12K +64 +22%
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$14K +$7.8K +160 +126%
AIM
182
Advantage Investment Management
Iowa
$10K +$2.78K +57 +40%
HR
183
Howe & Rusling
New York
$10K +$2.93K +60 +41%
JA
184
JOYN Advisors
Georgia
$10K +$4.19K +86 +71%
BOPW
185
Brandywine Oak Private Wealth
Pennsylvania
$9K +$9.75K +200 New
MOS
186
MGO One Seven
Ohio
$8K +$8.58K +176 New
APA
187
American Portfolios Advisors
New York
$5.3K -$1.17K -24 -18%
CAM
188
Cresset Asset Management
Illinois
$4K +$4.19K +86 New
MNBTD
189
Moody National Bank Trust Division
Texas
$4K +$4.29K +88 New
HMS
190
Hanseatic Management Services
New Mexico
$3K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$2K
QCG
192
Quadrant Capital Group
Ohio
$2K
SWP
193
Strategic Wealth Partners
Ohio
$2K
VCM
194
Versant Capital Management
Arizona
$2K
PA
195
Parallel Advisors
California
$1K
S
196
SignatureFD
Georgia
$1K
FCA
197
FinTrust Capital Advisors
South Carolina
$1K +$1.12K +23 New
Lord, Abbett & Co
198
Lord, Abbett & Co
New Jersey
-$7.44M -134,462 Closed
EAM
199
Eagle Asset Management
Florida
-$6.78M -122,475 Closed
Fiera Capital (Canada)
200
Fiera Capital (Canada)
Quebec, Canada
-$4.77M -86,191 Closed

MRCY Hedge Fund Activity: Q4 2018 in Review

200 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mercury Systems (MRCY) for Q4 2018, worth a combined $2.27B — down 18% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MRCY and 18 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 77 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $16.9M. The largest seller was Wellington Management Group, cutting an estimated $24.6M.

  • 200 institutional investors held Mercury Systems (MRCY) as of Q4 2018, down from 213 in Q3 2018.
  • Funds reported $2.27B of Mercury Systems stock for Q4 2018, down 18% quarter-over-quarter.
  • 18 funds opened new Mercury Systems positions in Q4 2018 and 30 closed out, a net change of -12 holders.
  • The largest Mercury Systems buyer in Q4 2018 was Loomis, Sayles & Company, an estimated $16.9M added.
  • The largest Mercury Systems seller in Q4 2018 was Wellington Management Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2018.