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Acacia Research

92 hedge funds and large institutions have $97.2M invested in Acacia Research in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $91.4M → $97.2M (+$5.82M)

3% more funds holding

Funds holding: 8992 (+3)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

3.23% less ownership

Funds ownership: 61.63%58.4% (-3.2%)

56% less call options, than puts

Call options by funds: $678K | Put options by funds: $1.55M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
30
Reduced
28
Closed
6
Calls
$678K
Puts
$1.55M
Net Calls
-$868K
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$11.3M +$387K +124,700 +4%
HA
2
Heartland Advisors
Wisconsin
$8.48M
BlackRock
3
BlackRock
New York
$8.47M -$20.7K -6,671 -0.3%
O
4
OppenheimerFunds
New York
$8.15M
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.13M +$62K +19,963 +0.8%
AI
6
Ariel Investments
Illinois
$7.99M -$194K -62,340 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.84M -$163K -52,392 -3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.53M -$2.17M -699,823 -51%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.6M -$1.48M -478,240 -30%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.49M +$430K +138,613 +15%
State Street
11
State Street
Massachusetts
$2.97M +$17.9K +5,750 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.85M +$39K +12,546 +2%
Northern Trust
13
Northern Trust
Illinois
$1.82M +$4.77K +1,537 +0.3%
SCP
14
Steamboat Capital Partners
New York
$1.45M +$11.2K +3,608 +0.8%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$1.43M +$41.9K +13,480 +3%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$1.19M
BCM
17
Bridgeway Capital Management
Texas
$1.07M +$155K +50,000 +18%
Morgan Stanley
18
Morgan Stanley
New York
$1.01M +$668K +215,163 +228%
Charles Schwab
19
Charles Schwab
California
$902K +$18K +5,808 +2%
BFM
20
Boothbay Fund Management
New York
$895K +$9.04K +2,911 +1%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$821K +$222K +71,640 +40%
TCIM
22
TIAA CREF Investment Management
New York
$796K -$5.74K -1,847 -0.8%
AAA
23
Adams Asset Advisors
Texas
$720K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$660K +$18.2K +5,858 +3%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$630K +$600K +193,138 New

ACTG Hedge Fund Activity: Q1 2019 in Review

92 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q1 2019, worth a combined $97.2M — up 6.4% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACTG positions and 6 closed out — a net gain of 3 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $668K. The largest seller was Fondren Management, cutting an estimated $2.64M.

  • 92 institutional investors held Acacia Research (ACTG) as of Q1 2019, up from 89 in Q4 2018.
  • Funds reported $97.2M of Acacia Research stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 9 funds opened new Acacia Research positions in Q1 2019 and 6 closed out, a net change of +3 holders.
  • The largest Acacia Research buyer in Q1 2019 was Morgan Stanley, an estimated $668K added.
  • The largest Acacia Research seller in Q1 2019 was Fondren Management, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2019.