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Acacia Research

128 hedge funds and large institutions have $790M invested in Acacia Research in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

3% more funds holding

Funds holding: 124128 (+4)

15% less capital invested

Capital invested by funds: $933M → $790M (-$143M)

28% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $3.89M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
49
Reduced
44
Closed
8
Calls
$2.81M
Puts
$3.89M
Net Calls
-$1.08M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.67M +$1.82M +107,951 New
Comerica Bank
52
Comerica Bank
Texas
$1.65M +$61.8K +3,672 +4%
Deutsche Bank
53
Deutsche Bank
Germany
$1.54M +$62.6K +3,719 +4%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.43M +$15.6K +925 +1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.39M -$64.8K -3,852 -4%
ACM
56
Altalis Capital Management
New York
$1.35M -$1.04M -61,699 -41%
COPM
57
Charter Oak Partners Management
Connecticut
$1.34M +$1.04M +61,750 +247%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.34M
TA
59
Teachers Advisors
New York
$1.27M +$37.9K +2,250 +3%
B
60
Baird
Wisconsin
$1.13M +$1.23M +72,804 New
DC
61
Davenport & Co
Virginia
$1.06M +$39.2K +2,330 +4%
PRHC
62
P.R. Herzig & Co
New York
$1.06M -$13.5K -800 -1%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.01M -$1.68K -100 -0.2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$853K -$16.8K -1,000 -2%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$824K
PRCP
66
Pacific Ridge Capital Partners
Oregon
$820K +$323K +19,196 +57%
CS
67
Credit Suisse
Switzerland
$772K -$451K -26,778 -35%
PWAG
68
Polaris Wealth Advisory Group
California
$760K
PPA
69
Parametric Portfolio Associates
Washington
$699K +$14.1K +840 +2%
Invesco
70
Invesco
Georgia
$676K +$17.5K +1,041 +2%
ARTA
71
A.R.T. Advisors
New York
$663K +$722K +42,866 New
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$636K
NFA
73
Nationwide Fund Advisors
Ohio
$601K +$4.22K +251 +0.7%
AIG
74
American International Group
New York
$507K -$421 -25 -0.1%
FIM
75
Fernwood Investment Management
Massachusetts
$483K -$23.6K -1,400 -4%

ACTG Hedge Fund Activity: Q3 2014 in Review

128 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q3 2014, worth a combined $790M — down 15% from $933M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ACTG positions and 8 closed out — a net gain of 4 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $12M. The largest seller was Royce & Associates, cutting an estimated $22.3M.

  • 128 institutional investors held Acacia Research (ACTG) as of Q3 2014, up from 124 in Q2 2014.
  • Funds reported $790M of Acacia Research stock for Q3 2014, down 15% quarter-over-quarter.
  • 12 funds opened new Acacia Research positions in Q3 2014 and 8 closed out, a net change of +4 holders.
  • The largest Acacia Research buyer in Q3 2014 was Heartland Advisors, an estimated $12M added.
  • The largest Acacia Research seller in Q3 2014 was Royce & Associates, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2014.