Merlin, Inc.
MRLN- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0002028707
No open-market purchases or sales by Merlin, Inc. insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $88.9M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Merlin, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- +9 vs. Q4 2024
- Shares held
- 21.3M
- +7.49M (+54.1%) vs. Q4 2024
- Total value
- $212.2M
- +$70.7M (+50.0%) vs. Q4 2024
- New holders
- 17
- 6 more added
- Sold out
- 8
- 3 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRLN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $88.9M |
| Q1 2026 | 29 | $27.3M |
| Q4 2025 | 58 | $195.4M |
| Q3 2025 | 42 | $244.3M |
| Q2 2025 | 43 | $244.5M |
| Q1 2025 | 35 | $212.2M |
| Q4 2024 | 27 | $142.5M |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Merlin, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 2,475,000 | $24.8M | 0.05% | +2,475,000 | New |
| Continental General Insurance Co | 2,000,000 | $20.0M | 6.93% | +2,000,000 | New |
| CNH Partners LLC | 1,918,600 | $19.2M | 0.47% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 1,515,000 | $15.2M | 0.88% | +275,000+22.2% | Added |
| Hudson Bay Capital Management LP | 1,500,000 | $15.0M | 0.10% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 1,265,000 | $12.7M | 0.92% | +15,000+1.2% | Added |
| Polar Asset Management Partners Inc. | 1,250,000 | $12.5M | 0.41% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,237,500 | $12.4M | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,106,088 | $11.1M | 0.22% | +888,474+408.3% | Added |
| LMR Partners LLP | 1,000,000 | $10.0M | 0.20% | +1,000,000 | New |
| Linden Advisors LP | 750,000 | $7.52M | 0.05% | +750,000 | New |
| Two Sigma Investments, LP | 625,000 | $6.26M | 0.01% | 00.0% | Unchanged |
| Berkley W R Corp | 547,135 | $5.48M | 0.40% | +447,135+447.1% | Added |
| Goldman Sachs Group Inc | 543,963 | $5.45M | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 500,000 | $5.01M | 0.44% | +500,000 | New |
| Rivernorth Capital Management, LLC | 500,000 | $5.00M | 0.27% | 00.0% | Unchanged |
| Periscope Capital Inc. | 345,000 | $3.45M | 1.92% | +220,000+176.0% | Added |
| Mizuho Securities USA LLC | 281,277 | $2.80M | 0.06% | +281,277 | New |
| Quarry LP | 250,000 | $2.50M | 0.65% | 00.0% | Unchanged |
| Karpus Management, Inc. | 206,130 | $2.06M | 0.07% | +206,130 | New |
| Picton Mahoney Asset Management | 200,000 | $2.00M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 200,000 | $2.00M | 0.01% | +200,000 | New |
| Gritstone Asset Management LLC | 199,299 | $1.99M | 2.09% | +159,834+405.0% | Added |
| Virtu Financial LLC | 197,873 | $1.99M | 0.11% | −90,708−31.4% | Reduced |
| DLD Asset Management, LP | 124,673 | $1.25M | 0.18% | +124,673 | New |
| Schonfeld Strategic Advisors LLC | 100,000 | $1.00M | 0.01% | +100,000 | New |
| Centiva Capital, LP | 76,400 | $766.3K | 0.04% | +76,400 | New |
| Toronto Dominion Bank | 238,585 | $760.4K | 0.00% | −204,680−46.2% | Reduced |
| Glazer Capital, LLC | 75,430 | $755.0K | 0.03% | +75,430 | New |
| Mirae Asset Global Investments Co., Ltd. | 60,754 | $609.4K | 0.00% | +60,754 | New |
| Bulldog Investors, LLP | 39,020 | $390.6K | 0.11% | +39,020 | New |
| Robinson Capital Management, LLC | 15,250 | $153.0K | 0.06% | +15,250 | New |
| Clear Street LLC | 229 | $2.29K | 0.00% | −668,841−100.0% | Reduced |
| UBS Group AG | 50 | $501 | 0.00% | +50 | New |
| Morgan Stanley | 40 | $400 | 0.00% | +40 | New |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −1,224,823−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −76,717−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −34,430−100.0% | Sold out |
| Atw Spac Management LLC | 0 | $0 | 0.00% | −34,430−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Rangeley Capital, LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Spartan Fund Management Inc. | – | – | – | – | Not filed |