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Acacia Research

95 hedge funds and large institutions have $110M invested in Acacia Research in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

4.08% less ownership

Funds ownership: 65.87%61.79% (-4.1%)

8% less funds holding

Funds holding: 10395 (-8)

19% less capital invested

Capital invested by funds: $135M → $110M (-$25.5M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

96% less call options, than puts

Call options by funds: $136K | Put options by funds: $3.85M

Holders
95
Holders Change
-8
Holders Change %
-7.77%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
36
Reduced
32
Closed
14
Calls
$136K
Puts
$3.85M
Net Calls
-$3.71M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$12.1M +$157K +42,700 +1%
HA
2
Heartland Advisors
Wisconsin
$10.9M -$5.45M -1,488,025 -32%
BlackRock
3
BlackRock
New York
$9.18M -$137K -37,267 -1%
AI
4
Ariel Investments
Illinois
$8.8M -$1.06M -290,250 -10%
O
5
OppenheimerFunds
New York
$8.75M
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.42M +$377K +102,865 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.62M +$62.8K +17,126 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.9M -$1.96M -534,915 -28%
FM
9
Fondren Management
Texas
$3.78M +$3.96M +1,080,000 New
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.27M +$183 +50 +0%
State Street
11
State Street
Massachusetts
$3.23M +$78.7K +21,466 +2%
BRF
12
B. Riley Financial
California
$2.17M +$1.5M +410,000 +195%
Northern Trust
13
Northern Trust
Illinois
$1.95M -$209K -56,920 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.59M +$15.5K +4,228 +0.9%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$1.47M -$110K -30,100 -7%
MHP
16
Manatuck Hill Partners
Connecticut
$1.36M -$551K -150,400 -28%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$1.28M
AA
18
Ancora Advisors
Ohio
$1.2M +$1.26M +343,152 New
BCM
19
Bridgeway Capital Management
Texas
$951K +$440K +120,000 +79%
Invesco
20
Invesco
Georgia
$896K +$110K +30,113 +13%
TCIM
21
TIAA CREF Investment Management
New York
$893K -$160K -43,700 -15%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$852K +$19.8K +5,400 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$811K +$13.8K +3,766 +2%
AAA
24
Adams Asset Advisors
Texas
$773K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$761K +$35.7K +9,732 +5%

ACTG Hedge Fund Activity: Q1 2018 in Review

95 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q1 2018, worth a combined $110M — down 19% from $135M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACTG and 7 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was Fondren Management, opening a new position worth an estimated $3.96M. The largest seller was Heartland Advisors, cutting an estimated $5.45M.

  • 95 institutional investors held Acacia Research (ACTG) as of Q1 2018, down from 103 in Q4 2017.
  • Funds reported $110M of Acacia Research stock for Q1 2018, down 19% quarter-over-quarter.
  • 7 funds opened new Acacia Research positions in Q1 2018 and 14 closed out, a net change of -7 holders.
  • The largest Acacia Research buyer in Q1 2018 was Fondren Management, an estimated $3.96M added.
  • The largest Acacia Research seller in Q1 2018 was Heartland Advisors, an estimated $5.45M sold.

Based on aggregated 13F filings for Q1 2018.