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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $641.57 M.
Top institutional holders include Jana Partners and Ken Fisher.
Notably, Jana Partners has expressed high conviction in this stock, allocating 18.65% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $58.37 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 61.1%. Conversely, Joel Greenblatt reduced exposure by 82.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Mercury Systems, Inc. (MRCY)
Major holders include Jana Partners ($299.47 M), Ken Fisher ($71.48 M), Chuck Royce ($16.04 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 5.38 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $58.37 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited MRCY. The total reported sell value was $70.59 M.
Yes, 0 managers opened new positions in MRCY, and 3 increased their existing holdings. The total reported buy value was $12.23 M.