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Acacia Research

89 hedge funds and large institutions have $314M invested in Acacia Research in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

69% more capital invested

Capital invested by funds: $186M → $314M (+$128M)

9.62% more ownership

Funds ownership: 76.55%86.17% (+9.6%)

6% more funds holding

Funds holding: 8489 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

98% less call options, than puts

Call options by funds: $44K | Put options by funds: $1.83M

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
28
Reduced
29
Closed
6
Calls
$44K
Puts
$1.83M
Net Calls
-$1.78M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
76
Maven Securities
Jersey
$36.5K -$38.2K -10,000 -50%
HWM
77
Horizon Wealth Management
Illinois
$36.5K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$36K
Wells Fargo
79
Wells Fargo
California
$34.3K -$20K -5,238 -36%
Barclays
80
Barclays
United Kingdom
$31.9K +$4.38K +1,144 +15%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$30.6K -$16.3K -4,258 -34%
Group One Trading
82
Group One Trading
Illinois
$25.6K +$26.8K +7,019 New
AB
83
Amalgamated Bank
New York
$13K
Legal & General Group
84
Legal & General Group
United Kingdom
$12.7K
AIP
85
Ameritas Investment Partners
Nebraska
$11.5K
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$7.64K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$5.52K
CAS
88
Coppell Advisory Solutions
Texas
$349 +$119 +31 +60%
Citigroup
89
Citigroup
New York
$66 -$43.2K -11,300 -100%
DCM
90
Difesa Capital Management
New York
-$1.97M -473,052 Closed
First Trust Advisors
91
First Trust Advisors
Illinois
-$653K -157,053 Closed
SFO
92
Stokes Family Office
Louisiana
-$57.6K -13,857 Closed
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
-$44.9K -10,790 Closed
Deutsche Bank
94
Deutsche Bank
Germany
-$362 -87 Closed
Simplex Trading
95
Simplex Trading
Illinois
-$275 -72 Closed

ACTG Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q3 2023, worth a combined $314M — up 69% from $186M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ACTG positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Starboard Value, adding an estimated $157M. The largest seller was Vanguard Group, cutting an estimated $1.72M.

  • 89 institutional investors held Acacia Research (ACTG) as of Q3 2023, up from 84 in Q2 2023.
  • Funds reported $314M of Acacia Research stock for Q3 2023, up 69% quarter-over-quarter.
  • 12 funds opened new Acacia Research positions in Q3 2023 and 6 closed out, a net change of +6 holders.
  • The largest Acacia Research buyer in Q3 2023 was Starboard Value, an estimated $157M added.
  • The largest Acacia Research seller in Q3 2023 was Vanguard Group, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2023.