Mersana Therapeutics
MRSN
MRSN was delisted on the 5th of January, 2026.
147 hedge funds and large institutions have $370M invested in Mersana Therapeutics in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 43 closing their positions.
706% more call options, than puts
Call options by funds: $18.1M | Put options by funds: $2.24M
37% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 41
0.01% less ownership
Funds ownership: 3.95% → 3.93% (-0.01%)
6% less funds holding
Funds holding: 157 → 147 (-10)
15% less capital invested
Capital invested by funds: $437M → $370M (-$67M)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$28.3M |
| 2 |
DM
Deerfield Management
New York
|
+$16.9M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
+$16.4M |
| 4 |
RG
Redmile Group
San Francisco,
California
|
+$9.94M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
-$13.8M |
| 2 |
O
OrbiMed
New York
|
-$10.5M |
| 3 |
Goldman Sachs
New York
|
-$9.03M |
| 4 |
State Street
Boston,
Massachusetts
|
-$8.82M |
| 5 |
ACA
Avoro Capital Advisors
New York
|
-$6.88M |
MRSN Hedge Fund Activity: Q2 2023 in Review
147 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Mersana Therapeutics (MRSN) for Q2 2023, worth a combined $370M — down 15% from $437M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of MRSN and 33 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 56 added.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $28.3M. The largest seller was Braidwell, exiting entirely with an estimated $13.8M sold.
- 147 institutional investors held Mersana Therapeutics (MRSN) as of Q2 2023, down from 157 in Q1 2023.
- Funds reported $370M of Mersana Therapeutics stock for Q2 2023, down 15% quarter-over-quarter.
- 33 funds opened new Mersana Therapeutics positions in Q2 2023 and 43 closed out, a net change of -10 holders.
- The largest Mersana Therapeutics buyer in Q2 2023 was Balyasny Asset Management, an estimated $28.3M added.
- The largest Mersana Therapeutics seller in Q2 2023 was Braidwell, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2023.