Mersana Therapeutics
MRSN
MRSN was delisted on the 5th of January, 2026.
69 hedge funds and large institutions have $203M invested in Mersana Therapeutics in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 20 closing their positions.
234% more capital invested
Capital invested by funds: $60.8M → $203M (+$142M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
0.26% less ownership
Funds ownership: 3.22% → 2.96% (-0.26%)
9% less funds holding
Funds holding: 76 → 69 (-7)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMI
VHCP Management III
New York
|
+$4.57M |
| 2 |
VMI
VHCP Management II
New York
|
+$2.7M |
| 3 |
GTC
Ghost Tree Capital
New York
|
+$2.34M |
| 4 |
Millennium Management
New York
|
+$2.23M |
| 5 |
O
OrbiMed
New York
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$8.37M |
| 2 |
BC
Boxer Capital
San Diego,
California
|
-$2.66M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.48M |
| 4 |
DCM
DAFNA Capital Management
Los Angeles,
California
|
-$1.15M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$1.01M |
MRSN Hedge Fund Activity: Q4 2019 in Review
69 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Mersana Therapeutics (MRSN) for Q4 2019, worth a combined $203M — up 234% from $60.8M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of MRSN and 13 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 24 added.
The largest buyer was VHCP Management III, opening a new position worth an estimated $4.57M. The largest seller was BVF Inc, cutting an estimated $8.37M.
- 69 institutional investors held Mersana Therapeutics (MRSN) as of Q4 2019, down from 76 in Q3 2019.
- Funds reported $203M of Mersana Therapeutics stock for Q4 2019, up 234% quarter-over-quarter.
- 13 funds opened new Mersana Therapeutics positions in Q4 2019 and 20 closed out, a net change of -7 holders.
- The largest Mersana Therapeutics buyer in Q4 2019 was VHCP Management III, an estimated $4.57M added.
- The largest Mersana Therapeutics seller in Q4 2019 was BVF Inc, an estimated $8.37M sold.
Based on aggregated 13F filings for Q4 2019.