Acacia Research (ACTG)

• Market cap: $323M
• 1 day: 5.00%
• 5 days: -0.30%
• 1 month: -15.79%
• 3 months: -22.76%
• 6 months: -24.49%
• Year to date: -22.76%
• 1 year: -36.72%
• 5 years: 52.73%
• 10 years: -68.54%
• Sector: Industrials
• Industry: Specialty Business Services

About: Acacia Research Corp is focused on acquiring and operating businesses across the industrial, energy, and technology sectors where it believes it can leverage its expertise, capital base, and deep industry relationships to drive value. The company has four reportable business segments: Intellectual Property Operations, Industrial Operations, Energy Operations and Manufacturing Operations. It derives revenue from Intellectual Property Operations segment. Geographically, it operates in Americas, Europe, Middle East and Africa, China, India, and Asia-Pacific, excluding China and India.

Employees: 1,036

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

33% more call options, than puts

Call options by funds: $475K | Put options by funds: $358K

1.12% more ownership

Funds ownership: 84.62% [Q3] → 85.75% (+1.12%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

8% less capital invested

Capital invested by funds: $396M [Q3] → $362M (-$33.5M) [Q4]

9% less funds holding

Funds holding: 103 [Q3] → 94 (-9) [Q4]

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17