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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $452.73 M.
Top institutional holders include Jana Partners and Ken Fisher.
Notably, Jana Partners has expressed high conviction in this stock, allocating 25.46% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $21.76 M net outflow during the quarter.
Recent activity highlights Chuck Royce who increased their stake by 8.3%. Conversely, Cliff Asness reduced exposure by 18.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Mercury Systems, Inc. (MRCY)
Major holders include Jana Partners ($484.29 M), Ken Fisher ($115.49 M), Chuck Royce ($29.15 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 5.2 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $21.76 M, with 2 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 $24.01 M.
Yes, 0 managers opened new positions in MRCY, and 2 increased their existing holdings. The total reported buy value was $2.25 M.