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Acacia Research

72 hedge funds and large institutions have $78.7M invested in Acacia Research in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

4% less capital invested

Capital invested by funds: $81.6M → $78.7M (-$2.9M)

1.98% less ownership

Funds ownership: 58.7%56.72% (-2%)

10% less call options, than puts

Call options by funds: $63K | Put options by funds: $70K

12% less funds holding

Funds holding: 8272 (-10)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
72
Holders Change
-10
Holders Change %
-12.2%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
27
Reduced
21
Closed
17
Calls
$63K
Puts
$70K
Net Calls
-$7K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$9.02M -$146K -53,100 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.88M -$164K -59,998 -2%
BlackRock
3
BlackRock
New York
$6.88M -$18.7K -6,804 -0.3%
Invesco
4
Invesco
Georgia
$6.65M +$195 +71 +0%
HA
5
Heartland Advisors
Wisconsin
$6.52M -$13.7K -5,000 -0.2%
AI
6
Ariel Investments
Illinois
$5.89M -$587K -214,089 -9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.53M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.09M +$49.8K +18,180 +1%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$3.19M +$211K +77,049 +7%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.93M -$131K -47,861 -4%
State Street
11
State Street
Massachusetts
$2.49M +$43.3K +15,789 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.62M +$18K +6,550 +1%
Northern Trust
13
Northern Trust
Illinois
$1.52M -$91.5K -33,365 -6%
BCM
14
Bridgeway Capital Management
Texas
$1.4M
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$1.17M +$3.84K +1,400 +0.3%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$973K
CCM
17
Callodine Capital Management
Massachusetts
$865K +$41.1K +15,000 +5%
Morgan Stanley
18
Morgan Stanley
New York
$806K +$522K +190,444 +169%
Charles Schwab
19
Charles Schwab
California
$755K +$8.69K +3,170 +1%
AA
20
Ancora Advisors
Ohio
$746K -$60K -21,900 -7%
BFM
21
Boothbay Fund Management
New York
$653K -$99K -36,103 -13%
PPA
22
Parametric Portfolio Associates
Washington
$560K +$272K +99,330 +89%
N
23
Nuveen
North Carolina
$539K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$530K +$14.1K +5,131 +3%
RA
25
Royce & Associates
New York
$505K

ACTG Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q4 2019, worth a combined $78.7M — down 3.6% from $81.6M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ACTG and 7 opened new positions — a net loss of 10 holders — while 21 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $522K. The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $1.21M sold.

  • 72 institutional investors held Acacia Research (ACTG) as of Q4 2019, down from 82 in Q3 2019.
  • Funds reported $78.7M of Acacia Research stock for Q4 2019, down 3.6% quarter-over-quarter.
  • 7 funds opened new Acacia Research positions in Q4 2019 and 17 closed out, a net change of -10 holders.
  • The largest Acacia Research buyer in Q4 2019 was Morgan Stanley, an estimated $522K added.
  • The largest Acacia Research seller in Q4 2019 was Steamboat Capital Partners, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2019.