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Acacia Research

84 hedge funds and large institutions have $123M invested in Acacia Research in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $65.4M → $123M (+$57.4M)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

11% more funds holding

Funds holding: 7684 (+8)

5.01% more ownership

Funds ownership: 55.73%60.73% (+5%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

45% less call options, than puts

Call options by funds: $258K | Put options by funds: $473K

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
27
Closed
10
Calls
$258K
Puts
$473K
Net Calls
-$215K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$12.8M -$451K -155,400 -5%
BlackRock
2
BlackRock
New York
$10.5M -$26.9K -9,294 -0.4%
Invesco
3
Invesco
Georgia
$10.2M -$3.43K -1,182 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.95M -$961K -331,590 -12%
HA
5
Heartland Advisors
Wisconsin
$9.94M -$58K -20,000 -0.8%
AI
6
Ariel Investments
Illinois
$7.14M -$1.36M -469,320 -21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.3M -$127K -43,685 -3%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.9M +$519K +179,084 +14%
ACH
9
ArrowMark Colorado Holdings
Colorado
$5.67M +$4.02M +1,385,881 New
Morgan Stanley
10
Morgan Stanley
New York
$5.09M +$3.15M +1,085,477 +686%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$4.53M
NRCM
12
Northern Right Capital Management
Connecticut
$4.21M +$2.98M +1,028,814 New
State Street
13
State Street
Massachusetts
$3.9M +$103K +35,508 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.66M -$80.7K -27,826 -4%
Northern Trust
15
Northern Trust
Illinois
$2.28M -$43K -14,821 -3%
BCM
16
Bridgeway Capital Management
Texas
$1.9M -$116K -40,000 -8%
CCM
17
Callodine Capital Management
Massachusetts
$1.23M -$366K -126,114 -30%
BFM
18
Boothbay Fund Management
New York
$1.21M -$26.3K -9,062 -3%
Charles Schwab
19
Charles Schwab
California
$1.21M +$21.9K +7,553 +3%
AA
20
Ancora Advisors
Ohio
$1.13M -$704K -242,845 -47%
CCPM
21
Cooper Creek Partners Management
New York
$984K
N
22
Nuveen
North Carolina
$897K +$48K +16,551 +8%
Goldman Sachs
23
Goldman Sachs
New York
$857K +$256K +88,280 +73%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$794K -$31.6K -10,914 -5%
RA
25
Royce & Associates
New York
$777K

ACTG Hedge Fund Activity: Q2 2020 in Review

84 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Acacia Research (ACTG) for Q2 2020, worth a combined $123M — up 88% from $65.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ACTG positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $4.02M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $1.63M sold.

  • 84 institutional investors held Acacia Research (ACTG) as of Q2 2020, up from 76 in Q1 2020.
  • Funds reported $123M of Acacia Research stock for Q2 2020, up 88% quarter-over-quarter.
  • 18 funds opened new Acacia Research positions in Q2 2020 and 10 closed out, a net change of +8 holders.
  • The largest Acacia Research buyer in Q2 2020 was ArrowMark Colorado Holdings, an estimated $4.02M added.
  • The largest Acacia Research seller in Q2 2020 was Invenomic Capital Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q2 2020.