Guru Ownership Trend
Guru Analysis for Mercury Systems, Inc. (MRCY)
Mercury Systems, Inc. (MRCY), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $498.92 M.
Top institutional holders include Jana Partners and Ken Fisher.
Notably, Jana Partners has expressed high conviction in this stock, allocating 18.84% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $69.68 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 107.1%. Conversely, Jana Partners reduced exposure by 16.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Mercury Systems, Inc. (MRCY)
Major holders include Jana Partners ($362.09 M), Ken Fisher ($62.82 M), Chuck Royce ($14.39 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 6.18 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $69.68 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited MRCY. The total reported sell value was $74.93 M.
Yes, 1 managers opened new positions in MRCY, and 3 increased their existing holdings. The total reported buy value was $5.25 M.
