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Acacia Research

120 hedge funds and large institutions have $557M invested in Acacia Research in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

6% less funds holding

Funds holding: 128120 (-8)

33% less capital invested

Capital invested by funds: $827M → $557M (-$270M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

93% less call options, than puts

Call options by funds: $599K | Put options by funds: $8.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
57
Reduced
32
Closed
21
Calls
$599K
Puts
$8.3M
Net Calls
-$7.7M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$72.4M +$39.9M +3,056,036 +82%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$66.3M -$11M -841,528 -12%
HA
3
Heartland Advisors
Wisconsin
$37.7M +$27.3M +2,092,354 +146%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.3M +$2.31M +176,872 +6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.7M +$375K +28,747 +1%
O
6
OppenheimerFunds
New York
$22.5M
AI
7
Ariel Investments
Illinois
$22.2M +$5.25M +402,102 +24%
RFC
8
Russell Frank Company
Washington
$20.5M +$10.7M +818,619 +74%
IG
9
ING Group
Netherlands
$19M +$12.4M +951,630 +115%
CPCM
10
Clifton Park Capital Management
Delaware
$15.8M
BIT
11
BlackRock Institutional Trust
California
$15.1M +$21.8K +1,672 +0.1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$9.42M +721,974 +117%
BFA
13
BlackRock Fund Advisors
California
$13.3M +$76.8K +5,887 +0.5%
TI
14
Trigran Investments
Illinois
$12.5M +$5.03M +385,495 +49%
TSW
15
Thompson Siegel & Walmsley
Virginia
$9.76M +$103K +7,902 +0.9%
William Blair & Company
16
William Blair & Company
Illinois
$9.27M +$3.22M +247,074 +40%
Millennium Management
17
Millennium Management
New York
$9.17M +$10.9M +833,300 +3,578%
State Street
18
State Street
Massachusetts
$8.9M +$120K +9,177 +1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$6.97M -$47.8K -3,667 -0.6%
KIM
20
Kestrel Investment Management
California
$6.12M -$340K -26,100 -4%
Northern Trust
21
Northern Trust
Illinois
$5.95M +$1.36K +104 +0%
PCMK
22
Paragon Capital Management (Kansas)
Kansas
$5.59M +$566K +43,402 +9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.49M +$550K +42,145 +9%
RA
24
Royce & Associates
New York
$5.33M -$43.5M -3,332,922 -87%
Ameriprise
25
Ameriprise
Minnesota
$4.88M +$856K +65,624 +17%

ACTG Hedge Fund Activity: Q1 2015 in Review

120 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q1 2015, worth a combined $557M — down 33% from $827M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ACTG and 13 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 57 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $39.9M. The largest seller was Royce & Associates, cutting an estimated $43.5M.

  • 120 institutional investors held Acacia Research (ACTG) as of Q1 2015, down from 128 in Q4 2014.
  • Funds reported $557M of Acacia Research stock for Q1 2015, down 33% quarter-over-quarter.
  • 13 funds opened new Acacia Research positions in Q1 2015 and 21 closed out, a net change of -8 holders.
  • The largest Acacia Research buyer in Q1 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $39.9M added.
  • The largest Acacia Research seller in Q1 2015 was Royce & Associates, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2015.