Jana Partners's MRCY Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 5.96 M shares of Mercury Systems, Inc. (MRCY) worth $461.26 M, representing 22.33% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Jana Partners has maintained a strategic position in MRCY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 2.94 M shares. Largest reduction occurred in Q1 2023, reducing 1.06 M shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Mercury Systems (MRCY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mercury Systems (MRCY) Trades by Jana Partners
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +618,361 | New Buy | 618,361 | $47.42 |
| Q4 2021 | +2.94 M | Add 475.50% | 3.56 M | $55.06 |
| Q1 2022 | -322,782 | Reduce 9.07% | 3.24 M | $64.45 |
| Q3 2022 | +100,122 | Add 3.09% | 3.34 M | $40.60 |
| Q4 2022 | -280,346 | Reduce 8.40% | 3.06 M | $44.74 |
| Q1 2023 | -1.06 M | Reduce 34.76% | 1.99 M | $51.12 |
| Q2 2023 | +2.4 M | Add 120.46% | 4.39 M | $34.59 |
| Q3 2023 | +4.71 M | Add 0.00% | 4.71 M | $37.09 |
| Q4 2023 | +505,886 | Add 10.75% | 5.21 M | $36.57 |
| Q1 2024 | +1.71 M | Add 32.89% | 6.92 M | $29.50 |
| Q3 2024 | +16,669 | Add 0.24% | 6.94 M | $37.00 |
| Q2 2025 | -188,152 | Reduce 2.71% | 6.75 M | $53.86 |
| Q3 2025 | -793,932 | Reduce 11.76% | 5.96 M | $77.40 |
Jana Partners's Mercury Systems Investment FAQs
Jana Partners first purchased Mercury Systems, Inc. (MRCY) in Q3 2021, acquiring 618,361 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Mercury Systems, Inc. (MRCY) for 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's largest addition to Mercury Systems, Inc. (MRCY) was in Q3 2023, adding 4,705,249 shares worth $174.52 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 5,959,481 shares of Mercury Systems, Inc. (MRCY), valued at approximately $461.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Mercury Systems, Inc. (MRCY) represents approximately 22.33% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's peak holding in Mercury Systems, Inc. (MRCY) was 6,941,565 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.