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Mercury Systems

108 hedge funds and large institutions have $321M invested in Mercury Systems in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

9% more capital invested

Capital invested by funds: $293M → $321M (+$27.7M)

7% more funds holding

Funds holding: 101108 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
43
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$30.7M +$3.46M +345,870 +14%
RA
2
Royce & Associates
New York
$26.4M +$1.77M +177,000 +8%
Invesco
3
Invesco
Georgia
$21M +$209K +20,861 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.6M +$848K +84,816 +5%
BFA
5
BlackRock Fund Advisors
California
$20.5M +$613K +61,294 +3%
TI
6
Trigran Investments
Illinois
$17.9M +$169K +16,910 +1%
RCM
7
Rutabaga Capital Management
Massachusetts
$17.1M +$873K +87,345 +6%
FCAM
8
F&C Asset Management
United Kingdom
$15.5M +$9.85M +984,672 +227%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.6M +$2.54M +253,972 +24%
SFM
10
Soros Fund Management
New York
$11.8M -$4.5M -450,380 -29%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$11.7M +$2.96M +295,856 +38%
BIT
12
BlackRock Institutional Trust
California
$10.5M +$138K +13,787 +1%
IIM
13
Ironwood Investment Management
Massachusetts
$9.42M +$307K +30,712 +4%
Ameriprise
14
Ameriprise
Minnesota
$7.68M -$182K -18,170 -3%
State Street
15
State Street
Massachusetts
$6.51M +$31.6K +3,162 +0.5%
KG
16
Killen Group
Pennsylvania
$6.44M +$5.88M +588,159 New
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$6.34M
RFC
18
Russell Frank Company
Washington
$6.16M -$3.54M -354,436 -39%
Northern Trust
19
Northern Trust
Illinois
$5.13M -$82.5K -8,250 -2%
EBIM
20
Eagle Boston Investment Management
Massachusetts
$4.72M -$86.5K -8,650 -2%
SCM
21
Signia Capital Management
Washington
$4M -$4.14M -414,159 -53%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.57M +$256K +25,619 +9%
Renaissance Technologies
23
Renaissance Technologies
New York
$3.26M -$818K -81,835 -22%
DGI
24
Disciplined Growth Investors
Minnesota
$2.98M -$96K -9,600 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.13M +$171K +17,065 +10%

MRCY Hedge Fund Activity: Q4 2013 in Review

108 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mercury Systems (MRCY) for Q4 2013, worth a combined $321M — up 9.4% from $293M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MRCY positions and 9 closed out — a net gain of 7 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was F&C Asset Management, adding an estimated $9.85M. The largest seller was BAMCO Inc, exiting entirely with an estimated $15M sold.

  • 108 institutional investors held Mercury Systems (MRCY) as of Q4 2013, up from 101 in Q3 2013.
  • Funds reported $321M of Mercury Systems stock for Q4 2013, up 9.4% quarter-over-quarter.
  • 16 funds opened new Mercury Systems positions in Q4 2013 and 9 closed out, a net change of +7 holders.
  • The largest Mercury Systems buyer in Q4 2013 was F&C Asset Management, an estimated $9.85M added.
  • The largest Mercury Systems seller in Q4 2013 was BAMCO Inc, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2013.