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Acacia Research

106 hedge funds and large institutions have $157M invested in Acacia Research in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 108106 (-2)

24% less capital invested

Capital invested by funds: $207M → $157M (-$50.5M)

77% less call options, than puts

Call options by funds: $122K | Put options by funds: $523K

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
28
Closed
21
Calls
$122K
Puts
$523K
Net Calls
-$401K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$199K +$3.67K +1,000 +2%
PTC
52
Private Trust Company
Ohio
$191K +$7.03K +1,915 +4%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$177K -$39.4K -10,728 -19%
QIM
54
Quantitative Investment Management
Virginia
$173K +$116K +31,500 +220%
OC
55
Oppenheimer & Co
New York
$171K +$165K +45,000 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$167K
AA
57
Ancora Advisors
Ohio
$167K +$161K +44,000 New
Citigroup
58
Citigroup
New York
$164K +$118K +32,276 +289%
GWM
59
Geneos Wealth Management
Colorado
$147K +$137K +37,231 New
HCM
60
Highbridge Capital Management
New York
$140K +$136K +36,955 New
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139K +$4.92K +1,340 +4%
BG
62
BlackRock Group
United Kingdom
$136K +$20.8K +5,655 +19%
NFA
63
Nationwide Fund Advisors
Ohio
$127K
DTL
64
Dynamic Technology Lab
Singapore
$124K +$120K +32,722 New
AIG
65
American International Group
New York
$115K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$113K -$396K -107,868 -78%
Squarepoint
67
Squarepoint
New York
$101K +$98K +26,700 New
FIM
68
Fernwood Investment Management
Massachusetts
$94K -$2.2K -600 -2%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$90K
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$90K +$48.3K +13,148 +123%
BA
71
BlackRock Advisors
Delaware
$89K
Two Sigma Advisers
72
Two Sigma Advisers
New York
$87K +$19.1K +5,200 +29%
RJA
73
Raymond James & Associates
Florida
$85K +$82.6K +22,500 New
SI
74
SII Investments
Wisconsin
$79K -$8.81K -2,400 -11%
UBS AM
75
UBS AM
Illinois
$78K -$2.2K -600 -3%

ACTG Hedge Fund Activity: Q1 2016 in Review

106 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q1 2016, worth a combined $157M — down 24% from $207M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ACTG and 19 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 40 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.35M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $18.4M sold.

  • 106 institutional investors held Acacia Research (ACTG) as of Q1 2016, down from 108 in Q4 2015.
  • Funds reported $157M of Acacia Research stock for Q1 2016, down 24% quarter-over-quarter.
  • 19 funds opened new Acacia Research positions in Q1 2016 and 21 closed out, a net change of -2 holders.
  • The largest Acacia Research buyer in Q1 2016 was Parametric Portfolio Associates, an estimated $4.35M added.
  • The largest Acacia Research seller in Q1 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2016.