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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
BlackRock
1
BlackRock
New York
$295M +$5.12M +101,409 +2%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$273M +$7.2M +142,390 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$266M +$4.47M +88,458 +2%
SV
4
Starboard Value
New York
$193M
State Street
5
State Street
Massachusetts
$134M +$7.06M +139,780 +6%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$128M +$585K +11,577 +0.5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$115M -$1.04M -20,610 -0.9%
JP
8
Jana Partners
New York
$102M -$53.7M -1,062,257 -35%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$94.4M -$4.18M -82,674 -4%
BAMCO Inc
10
BAMCO Inc
New York
$88.7M -$16.4M -324,406 -16%
Victory Capital Management
11
Victory Capital Management
Texas
$77.4M +$2.98M +59,053 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$74.2M +$2.41M +47,685 +3%
FAM
13
Fred Alger Management
New York
$68.8M +$3.23M +64,009 +5%
Invesco
14
Invesco
Georgia
$62.9M +$883K +17,464 +1%
Federated Hermes
15
Federated Hermes
Pennsylvania
$48.7M +$1.53M +30,286 +3%
SCM
16
Snyder Capital Management
California
$45.2M -$98.5K -1,949 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$42.5M +$1.21M +24,037 +3%
SBH
18
Segall Bryant & Hamill
Illinois
$38.2M -$2.94M -58,172 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$36.7M -$1.23M -24,279 -3%
RIM
20
Ranger Investment Management
Texas
$33.6M +$1.71M +33,875 +5%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.8M -$1.06M -21,058 -4%
CCPM
22
Cooper Creek Partners Management
New York
$27M +$8.14M +161,045 +44%
ACB
23
Aristotle Capital Boston
Massachusetts
$24.6M +$719K +14,224 +3%
Northern Trust
24
Northern Trust
Illinois
$23.6M -$385K -7,620 -2%
American Century Companies
25
American Century Companies
Missouri
$22.5M -$6.24M -123,514 -22%