Mersana Therapeutics
MRSN
MRSN was delisted on the 5th of January, 2026.
105 hedge funds and large institutions have $263M invested in Mersana Therapeutics in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 40 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more capital invested
Capital invested by funds: $144M → $263M (+$119M)
0.02% less ownership
Funds ownership: 3.78% → 3.76% (-0.02%)
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
4% less call options, than puts
Call options by funds: $962K | Put options by funds: $1M
18% less funds holding
Funds holding: 128 → 105 (-23)
55% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nextech Invest
Zurich,
Switzerland
|
+$9.62M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.49M |
| 3 |
Morgan Stanley
New York
|
+$5.07M |
| 4 |
ACP
Acuta Capital Partners
Redwood City,
California
|
+$3.65M |
| 5 |
SCM
Silverarc Capital Management
Boston,
Massachusetts
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$6.63M |
| 2 |
AAA
Affinity Asset Advisors
New York
|
-$2.98M |
| 3 |
CC
Commodore Capital
New York
|
-$2.85M |
| 4 |
Walleye Capital
New York
|
-$2.57M |
| 5 |
BC
Boxer Capital
San Diego,
California
|
-$2.54M |
MRSN Hedge Fund Activity: Q4 2023 in Review
105 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Mersana Therapeutics (MRSN) for Q4 2023, worth a combined $263M — up 82% from $144M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of MRSN and 18 opened new positions — a net loss of 22 holders — while 34 trimmed existing stakes and 33 added.
The largest buyer was Nextech Invest, opening a new position worth an estimated $9.62M. The largest seller was Bellevue Group, exiting entirely with an estimated $6.63M sold.
- 105 institutional investors held Mersana Therapeutics (MRSN) as of Q4 2023, down from 128 in Q3 2023.
- Funds reported $263M of Mersana Therapeutics stock for Q4 2023, up 82% quarter-over-quarter.
- 18 funds opened new Mersana Therapeutics positions in Q4 2023 and 40 closed out, a net change of -22 holders.
- The largest Mersana Therapeutics buyer in Q4 2023 was Nextech Invest, an estimated $9.62M added.
- The largest Mersana Therapeutics seller in Q4 2023 was Bellevue Group, an estimated $6.63M sold.
Based on aggregated 13F filings for Q4 2023.