Which hedge funds own MRCY? MERCURY SYS INC, Q2 2026 13F holders
34 tracked hedge funds disclosed a position in MRCY (MERCURY SYS INC) in their Q2 2026 13F filings, worth $645.4m in total. The largest holder by portfolio weight is JANA Partners Management, LP at 25.5% of its book. 14 opened a new position this quarter: Summit Partners Public Asset Management, LLC, EntryPoint Capital, LLC, Waratah Capital Advisors Ltd., Twinbeech Capital LP. 9 exited: Cinctive Capital Management LP, ExodusPoint Capital Management, LP, Citadel Advisors LLC.
- 34
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $21.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $35.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $645m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Cinctive Capital Management LP | 0.03% | $482k |
| ExodusPoint Capital Management, LP | 0.03% | $2.9m |
| Citadel Advisors LLC | 0.02% | $21.4m |
| Qube Research & Technologies Ltd | 0.01% | $8.1m |
| Quarry LP | 0.01% | $54.0k |
| Y-Intercept (Hong Kong) Ltd | 0.0% | $234k |
| Squarepoint Ops LLC | 0.0% | $1.6m |
| Capstone Investment Advisors, LLC | 0.0% | $329k |
| Engineers Gate Manager LP | 0.0% | $217k |
Ownership over time
Who discovered MRCY first? Beta
The run: Q1 2009 → Q1 2011, +283%
| JANA Partners Management, LP high conviction | Q4 2021 | – | +22.7 pts |
| ACK Asset Management LLC high conviction | Q3 2015 | – | +8.4 pts |
| G2 Investment Partners Management LLC | Q1 2017 | – | +1.2 pts |
| Brant Point Investment Management LLC | Q1 2017 | – | +0.5 pts |
| Crestline Management, L.P. | Q2 2023 | – | +0.3 pts |
| Cooper Creek Partners Management LLC | Q4 2022 | – | −0.4 pts |
| Clearline Capital LP | Q3 2022 | – | −0.5 pts |
| Starboard Value LP | Q1 2022 | – | −2.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.