MRCY · Technology

Mercury Sys Inc

USA Technology Filing: 2026-06-30

18/100

Smart-money confidence1 of 3 sources positive

Bottom band — money moving out

No standout activity across the feeds we track.

What this band has actually done: stocks scoring 0–25 beat the S&P 500 over the next three months 39.9% of the time, across 100,496 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this

Hedge funds

Congress

No data

Insiders

No data

Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. · how the score works

Market cap

$5.1B

Industry

Aerospace & Defense

Sector

Industrials

Exchange

NasdaqGS

About MERCURY SYS INC

Mercury Systems, Inc., engages in the aerospace and defense electronics industry. The company manufactures and sells components, products, modules, and subsystems for defense prime contractors, original equipment manufacturers, government, and commercial aerospace companies. It offers components, including power amplifiers and limiters, switches, oscillators, filters, equalizers, digital and analog converters, chips, monolithic microwave integrated circuits, and memory and storage devices; modules and sub-assemblies, such as embedded processing boards, switched fabrics and boards, digital…

Who's behind the signal

Every informed buyer we can see on MRCY, across all three feeds.

Hedge funds · 5

D.E. Shaw & Co Increased +13%

JANA Partners Management Decreased −4%

Gotham Asset Mgmt (Greenblatt) Unchanged

AQR Capital Management Decreased −18%

Millennium Management (Englander) Decreased −82%

Congress · 0

No congressional trades on record.

Insiders

No significant Form 4 insider activity in the window.

Not a model pick — but on our radar. MERCURY SYS INC isn't in the top-10 model right now, but 5 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.

Investors

New positions

Increasing

Decreasing

Unchanged

Price History

Loading price data...

Return: High: Low:

Who's Holding This Stock

Position sizes and recent activity from tracked institutional investors

D.E. Shaw & Co

Trust weight: 1.0×

Increased +13%

% of portfolio

0.0%

Position change

+13%

0.0% of D.E. Shaw & Co's portfolio

JANA Partners Management

Trust weight: 1.1×

Decreased −4%

% of portfolio

25.5%

Position change

−4%

25.5% of JANA Partners Management's portfolio

Gotham Asset Mgmt (Greenblatt)

Trust weight: 1.1×

Unchanged

% of portfolio

0.0%

Position change

—

0.0% of Gotham Asset Mgmt's portfolio

AQR Capital Management

Trust weight: 1.0×

Decreased −18%

% of portfolio

0.0%

Position change

−18%

0.0% of AQR Capital Management's portfolio

Millennium Management (Englander)

Trust weight: 1.0×

Decreased −82%

% of portfolio

0.0%

Position change

−82%

0.0% of Millennium Management's portfolio

Portfolio Allocation

How much of each investor's portfolio is allocated to MERCURY SYS INC

⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell MERCURY SYS INC or any security.

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