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Mersana Therapeutics, Inc.

MRSNDelisted Jan 6, 2026
Industry
Pharmaceutical Preparations
SEC CIK
0001442836

Mersana Therapeutics, Inc. was delisted on Jan 6, 2026; its insiders filed their last Form 4 on Jan 6, 2026; 51 institutions reported holding it in 13F filings for Q4 2025, worth $64.8M in total; no superinvestor held it.

13F holders, Q2 2023

Institutional positions in Mersana Therapeutics, Inc. as of Jun 30, 2023. 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
147
−11 vs. Q1 2023
Shares held
112.5M
+5.89M (+5.5%) vs. Q1 2023
Total value
$370.2M
−$67.0M (−15.3%) vs. Q1 2023
New holders
33
56 more added
Sold out
44
41 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRSN 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.

Institutional holdersQ2 2023: 147 institutions
Q1 2021: 132 institutionsQ2 2021: 131 institutionsQ3 2021: 110 institutionsQ4 2021: 122 institutionsQ1 2022: 128 institutionsQ2 2022: 126 institutionsQ3 2022: 152 institutionsQ4 2022: 152 institutionsQ1 2023: 158 institutionsQ2 2023: 147 institutionsQ3 2023: 128 institutionsQ4 2023: 106 institutionsQ1 2024: 125 institutionsQ2 2024: 122 institutionsQ3 2024: 116 institutionsQ4 2024: 132 institutionsQ1 2025: 111 institutionsQ2 2025: 85 institutionsQ3 2025: 49 institutionsQ4 2025: 51 institutionsQ1 2026: 1 institutionQ2 2026: 0 institutions
Value heldQ2 2023: $370.2M
Q1 2021: $1.14BQ2 2021: $957.8MQ3 2021: $648.3MQ4 2021: $436.6MQ1 2022: $322.7MQ2 2022: $408.0MQ3 2022: $623.4MQ4 2022: $592.8MQ1 2023: $437.2MQ2 2023: $370.2MQ3 2023: $144.4MQ4 2023: $263.0MQ1 2024: $526.3MQ2 2024: $229.6MQ3 2024: $219.4MQ4 2024: $149.2MQ1 2025: $30.2MQ2 2025: $22.9MQ3 2025: $24.7MQ4 2025: $64.8MQ1 2026: $87Q2 2026: $0
Institutions holding MRSN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20261$87
Q4 202551$64.8M
Q3 202549$24.7M
Q2 202585$22.9M
Q1 2025111$30.2M
Q4 2024132$149.2M
Q3 2024116$219.4M
Q2 2024122$229.6M
Q1 2024125$526.3M
Q4 2023106$263.0M
Q3 2023128$144.4M
Q2 2023147$370.2M
Q1 2023158$437.2M
Q4 2022152$592.8M
Q3 2022152$623.4M
Q2 2022126$408.0M
Q1 2022128$322.7M
Q4 2021122$436.6M
Q3 2021110$648.3M
Q2 2021131$957.8M
Q1 2021132$1.14B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q1 2023.

Institutions holding MRSN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Rhenman & Partners Asset Management AB400,000$1.32M0.14%+50,000+14.3%Added
Squarepoint Ops LLC418,224$1.38M0.01%+405,988+3,318.0%Added
Sphera Funds Management Ltd.418,562$1.38M0.30%+407,941+3,840.9%Added
Tri Locum Partners LP428,307$1.41M0.52%+428,307New
Adage Capital Partners GP, L.L.C.500,000$1.65M0.00%+500,000New
Kennedy Capital Management, Inc.555,279$1.83M0.04%+63,215+12.8%Added
Readystate Asset Management LP567,300$1.87M0.19%+567,300New
First Manhattan Co569,594$1.87M0.01%+569,594New
Ameriprise Financial Inc572,273$1.88M0.00%+572,273New
Two Sigma Advisers, LP578,100$1.90M0.00%−226,400−28.1%Reduced
RTW Investments, LP614,838$2.02M0.04%+614,838New
Morgan Stanley764,511$2.52M0.00%−1,134,122−59.7%Reduced
DAFNA Capital Management LLC810,845$2.67M0.73%+299,982+58.7%Added
Charles Schwab Investment Management Inc820,688$2.70M0.00%+91,017+12.5%Added
Decheng Capital Management III (Cayman), LLC904,268$2.98M0.93%00.0%Unchanged
Hudson Bay Capital Management LP962,359$3.17M0.03%+637,359+196.1%Added
D. E. Shaw & Co., Inc.985,739$3.24M0.01%−820,360−45.4%Reduced
Silverarc Capital Management, LLC1,000,000$3.29M1.11%+459,941+85.2%Added
Boxer Capital, LLC1,000,000$3.29M0.15%+1,000,000New
Renaissance Technologies LLC1,047,919$3.45M0.00%−202,600−16.2%Reduced
Baker Bros. Advisors LP1,086,115$3.57M0.02%−800,000−42.4%Reduced
Northern Trust Corp1,099,101$3.62M0.00%+214,468+24.2%Added
Deutsche Bank AG1,137,743$3.74M0.00%−9,811−0.9%Reduced
Nuveen Asset Management, LLC1,241,591$4.08M0.00%+1040.0%Added
5AM Venture Management, LLC1,305,000$4.29M1.07%+120,000+10.1%Added
Goldman Sachs Group Inc1,396,018$4.59M0.00%−1,543,522−52.5%Reduced
JPMorgan Chase & Co1,443,794$4.75M0.00%+1,322,229+1,087.7%Added
FMR LLC1,479,497$4.87M0.00%+1,355,682+1,094.9%Added
Redmile Group, LLC1,698,626$5.59M0.21%+1,698,626New
Millennium Management LLC1,871,917$6.16M0.01%+610,863+48.4%Added
Geode Capital Management, LLC2,005,682$6.60M0.00%+206,835+11.5%Added
Candriam Luxembourg S.C.A.2,415,477$7.95M0.06%−547,371−18.5%Reduced
Sarissa Capital Management LP2,632,900$8.66M0.86%−1,167,100−30.7%Reduced
Marshall Wace, LLP2,711,310$8.92M0.02%+214,600+8.6%Added
Logos Global Management LP2,800,000$9.21M1.27%+2,800,000New
Deerfield Management Company, L.P. (Series C)2,885,400$9.49M0.20%+2,885,400New
Artal Group S.A.3,029,555$9.97M0.32%+813,767+36.7%Added
Rock Springs Capital Management LP3,403,133$11.2M0.27%−700,670−17.1%Reduced
Avidity Partners Management LP3,790,000$12.5M0.44%+356,767+10.4%Added
Balyasny Asset Management LLC4,839,515$15.9M0.04%+4,839,515New
State Street Corp4,905,149$16.1M0.00%−1,507,073−23.5%Reduced
Bellevue Group AG5,219,425$17.2M0.24%+919,806+21.4%Added
Vanguard Group Inc5,724,619$18.8M0.00%+1,086,127+23.4%Added
Avoro Capital Advisors LLC6,375,000$21.0M0.28%−1,175,000−15.6%Reduced
OrbiMed Advisors LLC7,214,937$23.7M0.46%−1,796,500−19.9%Reduced
BlackRock Inc.7,963,982$26.2M0.00%+490,160+6.6%Added
Bain Capital Life Sciences Investors, LLC8,663,673$28.5M2.94%00.0%Unchanged
Braidwell LP0$00.00%−3,355,805−100.0%Sold out
Ally Bridge Group (NY) LLC0$00.00%−1,191,271−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−693,200−100.0%Sold out
CIBC Asset Management Inc0$00.00%−476,684−100.0%Sold out
UBS Oconnor LLC0$00.00%−462,699−100.0%Sold out
Lion Point Capital, LP0$00.00%−409,120−100.0%Sold out
Sectoral Asset Management Inc0$00.00%−343,079−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−343,079−100.0%Sold out
Platinum Investment Management Ltd0$00.00%−290,298−100.0%Sold out
Tekla Capital Management LLC0$00.00%−162,383−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−90,500−100.0%Sold out
HAP Trading, LLC0$00.00%−89,563−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−84,000−100.0%Sold out
Trexquant Investment LP0$00.00%−80,438−100.0%Sold out
Mackenzie Financial Corp0$00.00%−68,822−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−65,891−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−61,790−100.0%Sold out
Acuta Capital Partners, LLC0$00.00%−60,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−59,411−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−59,051−100.0%Sold out
Prudential Financial Inc0$00.00%−51,155−100.0%Sold out
SG Americas Securities, LLC0$00.00%−46,605−100.0%Sold out
XTX Topco Ltd0$00.00%−45,738−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−45,367−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−42,633−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−40,034−100.0%Sold out
SEI Investments Co0$00.00%−28,977−100.0%Sold out
Man Group plc0$00.00%–Sold out
Bayesian Capital Management, LP0$00.00%−24,800−100.0%Sold out
Walleye Trading LLC0$00.00%−21,415−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−21,500−100.0%Sold out
Bank of Montreal0$00.00%−20,501−100.0%Sold out
BIT Capital GmbH0$00.00%−16,931−100.0%Sold out
Point72 Middle East FZE0$00.00%−15,976−100.0%Sold out
Nebula Research & Development LLC0$00.00%−15,702−100.0%Sold out
Pictet Asset Management SA0$00.00%−11,490−100.0%Sold out
Lazard Asset Management LLC0$00.00%−10,821−100.0%Sold out
Wolverine Trading, LLC0$00.00%−10,259−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−1,175−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−986−100.0%Sold out
Cutler Group LP0$00.00%−1,200−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−116−100.0%Sold out
Ellevest, Inc.0$00.00%−57−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−71−100.0%Sold out