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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $701.39 M.
Top institutional holders include Jana Partners and Ken Fisher.
Notably, Jana Partners has expressed high conviction in this stock, allocating 22.33% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $57.39 M net outflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 21.3%. Conversely, Joel Greenblatt reduced exposure by 56.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 22.33% | Reduce -11.8% | 5,959,481 | $461.26 M | Q3 2025 | |
| 0.02% | Add 21.3% | 875,279 | $67.75 M | Q3 2025 | |
| 0.16% | Reduce -11.5% | 208,459 | $16.13 M | Q3 2025 | |
| 0.01% | Reduce -56.3% | 39,923 | $3.09 M | Q3 2025 | |
| 0.00% | Add 4.3% | 34,329 | $2.59 M | Q3 2025 | |
| 0.01% | Reduce -56.9% | 18,454 | $1.43 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Mercury Systems, Inc. (MRCY)
Major holders include Jana Partners ($461.26 M), Ken Fisher ($67.75 M), Chuck Royce ($16.13 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 7.14 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $57.39 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited MRCY. The total reported sell value was $69.41 M.
Yes, 0 managers opened new positions in MRCY, and 2 increased their existing holdings. The total reported buy value was $12.02 M.