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MRCY · CSCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MRCYCSCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MRCY
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterMRCYCSCO
Q3 20204 holders, $91m27 holders, $12.0bn
Q4 20204 holders, $16m30 holders, $14.3bn
Q1 20216 holders, $13m30 holders, $16.3bn
Q2 20213 holders, $71m26 holders, $16.2bn
Q3 20219 holders, $102m28 holders, $17.4bn
Q4 20214 holders, $203m25 holders, $19.0bn
Q1 20225 holders, $622m32 holders, $15.9bn
Q2 20225 holders, $619m33 holders, $11.8bn
Q3 20224 holders, $294m36 holders, $11.2bn
Q4 20223 holders, $308m36 holders, $38.3bn
Q1 20236 holders, $328m25 holders, $13.5bn
Q2 20236 holders, $266m26 holders, $13.2bn
Q3 20236 holders, $276m33 holders, $14.2bn
Q4 20233 holders, $270m26 holders, $12.5bn
Q1 20242 holders, $283m30 holders, $12.6bn
Q2 20242 holders, $249m31 holders, $12.2bn
Q3 20242 holders, $297m27 holders, $13.7bn
Q4 20243 holders, $346m38 holders, $17.6bn
Q1 20254 holders, $369m33 holders, $18.1bn
Q2 20252 holders, $421m31 holders, $17.6bn
Q3 20253 holders, $543m25 holders, $16.3bn
Q4 20253 holders, $439m25 holders, $26.5bn
Q1 20263 holders, $392m28 holders, $31.9bn
Q2 20264 holders, $632m32 holders, $49.1bn
MRCY

Mercury Systems Inc

Holders
2
Reported value
$297m
Buyers
2
Sellers
1

Breadth +1 among 94 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
27
Reported value
$13.7bn
Buyers
15
Sellers
13

Breadth +2 among 94 comparable managers.

Technology hardware and equipment

Who holds both, Q3 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MRCY (1)

Jana Partners

Only CSCO (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, and 1 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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