Ticker · CUSIP 589378108

MRCY

MERCURY SYS INC

Industrials·Aerospace & Defense

···Share

Holders (tracked)

Combined shares

3,073,007

Combined value

$224.36M

Last close

$84.05

Quarter

2025Q4

Price is +15.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$84.05+36.09 (+75.25%)H $103.02 · L $44.88 · Avg Vol 655K

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

18 events

AQR Capital Management added2026-02-17
+7,447 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−46,198 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+4,446 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+77,142 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) exited2026-02-17
−22,350 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,593 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+69,178 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
−459,461 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) opened position2026-02-13
+15,469 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−14,896 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−91,434 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−81,364 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−18,815 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+822,089 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+60,483 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+1,422 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−486,068 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+153,946 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for MRCY →

Follow-the-investor returns

If you'd copied each holder of MRCY…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
D.E. Shaw & Co.	2016Q1	$42.08	+99.7%	$4.9M
Paul Tudor Jones (Tudor Investment)	2017Q2	$42.67	+97.0%	$5.8M
Ken Fisher (Fisher Asset Mgmt)	2023Q1	$48.64	+72.8%	$72.3M
Ron Baron (Baron Capital / BAMCO)	2016Q1	$50.22	+67.4%	$70.3M
Two Sigma Investments	2016Q1	$57.11	+47.2%	$12.6M
AQR Capital Management	2016Q1	$58.71	+43.2%	$3.5M
Ken Griffin (Citadel Advisors)	2016Q1	$73.00	+15.1%	$8.8M
Ken Griffin (Citadel Advisors)	2016Q1	$73.00	+15.1%	$8.8M
Ken Griffin (Citadel Advisors)	2016Q1	$73.00	+15.1%	$8.8M
Ray Dalio (Bridgewater Associates)	2025Q4	$73.01	+15.1%	$1.3M
T. Rowe Price	2017Q1	$76.33	+10.1%	$72.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Paul Tudor Jones (Tudor Investment)
+69,178
$5.1M
Ray Dalio (Bridgewater Associates)
+15,469
$1.1M

Added to4

Two Sigma Investments
+77,142
$5.6M
AQR Capital Management
+7,447
$544K
D.E. Shaw & Co.
+4,446
$325K
T. Rowe Price
+1,593
$116

Trimmed3

Ron Baron (Baron Capital / BAMCO)
−459,461
$33.5M
Ken Griffin (Citadel Advisors)
−46,198
$3.4M
Ken Fisher (Fisher Asset Mgmt)
−14,896
$1.1M

Exited1

Izzy Englander (Millennium Mgmt)
−22,350
$1.7M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	11,854,711	$26.64B	—
2022Q2	13	11,674,863	$31.33B	—
2022Q3	11	10,854,438	$440.7M	-2
2022Q4	12	11,198,580	$501.0M	+1
2023Q1	12	10,723,166	$548.2M	—
2023Q2	13	10,994,023	$380.3M	+1
2023Q3	12	10,374,307	$384.8M	-1
2023Q4	10	10,275,371	$375.8M	-2
2024Q1	9	9,999,510	$295.0M	-1
2024Q2	8	10,750,227	$290.1M	-1
2024Q3	8	2,291,437	$84.8M	—
2024Q4	9	3,259,089	$136.9M	+1
2025Q1	11	3,311,389	$142.7M	+2
2025Q2	11	3,234,581	$174.2M	—
2025Q3	10	3,426,037	$265.1M	-1
2025Q4	11	3,073,007	$224.4M	+1

Who owns MRCY

11 super-investors · 2025Q4

Tracked stake

3.07M

Combined value

$224M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added4Trim5

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	T. Rowe Price	867.7K	$63M	0.0%	Added+1.6K
2	Ken Fisher Fisher Asset Mgmt	860.4K	$63M	0.0%	Trim−14.9K
3	Ron Baron Baron Capital / BAMCO	835.8K	$61M	0.2%	Trim−459.5K
4	Two Sigma Investments	150.2K	$11M	0.0%	Added+77.1K
5	Ken Griffin Citadel Advisors	104.4K	$8M	0.0%	Trim−46.2K
6	Paul Tudor Jones Tudor Investment	69.2K	$5M	0.0%	New+69.2K
7	D.E. Shaw & Co.	58.6K	$4M	0.0%	Added+4.4K
8	Ken Griffin Citadel Advisors	45.0K	$3M	0.0%	Trim−46.2K
9	AQR Capital Management	41.8K	$3M	0.0%	Added+7.4K
10	Ken Griffin Citadel Advisors	24.6K	$2M	0.0%	Trim−46.2K
11	Ray Dalio Bridgewater Associates	15.5K	$1M	0.0%	New+15.5K	—

Recent moves

20 transactions

ADDTwo Sigma Investments
+77,142 · 2025Q4
ADDT. Rowe Price
+1,593 · 2025Q4
SOLDIzzy Englander (Millennium Mgmt)
−22,350 · 2025Q4
ADDAQR Capital Management
+7,447 · 2025Q4
ADDD.E. Shaw & Co.
+4,446 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+69,178 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−46,198 · 2025Q4
TRIMRon Baron (Baron Capital / BAMCO)
−459,461 · 2025Q4
NEWRay Dalio (Bridgewater Associates)
+15,469 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−14,896 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−91,434 · 2025Q3
TRIMTwo Sigma Investments
−81,364 · 2025Q3
ADDAQR Capital Management
+1,422 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−486,068 · 2025Q3
ADDT. Rowe Price
+822,089 · 2025Q3
ADDRon Baron (Baron Capital / BAMCO)
+60,483 · 2025Q3
TRIMD.E. Shaw & Co.
−18,815 · 2025Q3
ADDKen Fisher (Fisher Asset Mgmt)
+153,946 · 2025Q3
ADDT. Rowe Price
+3,042 · 2025Q2
TRIMTwo Sigma Investments
−4,956 · 2025Q2

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