Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Acm Resh Inc (ACMR)

302 + Investors. Track Smart Money conviction in ACMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
5Q ▲
Buyers last Q
51%

Smart Money Signals — ACMR

Based on 303 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ACMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
303 hedge funds hold ACMR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

164 buying159 selling
Last quarter: 164 funds bought or added vs 159 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~74 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 55 → 62 → 70 → 74. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 34% new

■ 37% conviction (2yr+) ■ 29% medium ■ 34% new
Of the 303 current holders: 111 (37%) held >2 years, 88 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

81 → 55 → 62 → 70 → 74 new funds/Q
New funds entering each quarter: 55 → 62 → 70 → 74. A growing number of institutions are discovering ACMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 13% 1-2yr ■ 42% new
Of 319 current holders: 141 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
45 of 303 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ACMR

In 2026 Q1, 164 hedge funds were net buyers of ACMR (74 opened a new position, 90 added to an existing one), while 159 reduced or exited (109 trimmed, 50 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in ACMR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 303.

Hedge Fund Ownership: ACMR

How many hedge funds hold ACMR — quarterly history vs. share price
Quarterly hedge fund ownership of ACMR vs. share price

Market Analysis: ACMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACMR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Acm Resh Inc (ACMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACMR has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
ACMR
+138.8%
XLK
+39.1%

ACMR outperformed XLK by +99.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
ACMR
+47.6%
XLK
+4.8%

Since the filing became public, ACMR outperformed XLK by +42.8% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: ACMR
302 + Investors

Track Smart Money conviction in ACMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 302 279 8.24%
13F Shares 48M 49M -3.12%
Total Value $1.77B $1.94B -8.95%
New Positions 73 70 +3
Increased Positions 81 96 -15
Closed Positions 50 45 +5
Reduced Positions 109 88 +21
Total Calls 13 14 -7.14%
Total Puts 9 12 -25.0%
PUT/CALL Ratio 0.69 0.86 Bullish

Statistics: ACMR

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Financial Highlights

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Institutional Holders (2026 Q1)

302 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ACMR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tekne Capital Management, LLC 11.89% 715,000 $28.1M
2 Oxbow Capital Management (HK) Ltd 6.33% 596,689 $23.5M
3 Wexford Capital LP 3.42% 599,246 $23.6M
4 Kerrisdale Advisers, LLC 3.35% 223,755 $8.8M
5 Matthews International Capital Management LLC 2.22% 138,815 $5.5M
6 Steamboat Capital Partners, LLC 2.18% 223,391 $8.8M
7 Gordian Capital Singapore Pte Ltd 1.71% 26,000 $1.0M
8 Southeastern Asset Management Inc/Tn/ 1.52% 782,900 $30.8M
9 Penn Capital Management Company, LLC 1.22% 397,766 $15.7M
10 Longaeva Partners L.P. 1.03% 708,379 $27.9M
11 Capelight Capital Asset Management LP 0.88% 30,000 $1.2M
12 RPg Family Wealth Advisory, LLC 0.75% 91,030 $3.6M
13 Oakum Bay Capital LLC 0.73% 34,398 $1.4M
14 Kendall Capital Management 0.67% 83,131 $3.3M
15 Illumine Investment Management, LLC 0.66% 21,916 $862K
16 Oasis Management Co Ltd. 0.62% 270,088 $10.6M
17 Olympiad Research LP 0.62% 5,138 $202K
18 Horiko Capital Management LLC 0.60% 66,000 $2.6M
19 Hussman Strategic Advisors, INC. 0.54% 63,000 $2.5M
20 Intrinsic Edge Capital Management LLC 0.52% 80,000 $3.1M
21 Yorktown Management & Research Co Inc 0.44% 13,300 $523K
22 Fund Advisors of America Inc/FL 0.28% 7,114 $280K
23 Storgate, LLC 0.27% 8,628 $340K
24 Odyssean, LLC 0.22% 15,137 $596K
25 FCG Investment Co 0.22% 12,531 $493K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Acm Resh Inc (ACMR)

What does the Smart Money Trend signal show for ACMR?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ACMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ACMR?

Slight buying edge — 51% buying: Last quarter: 164 funds bought or added vs 159 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ACMR holders?

Strong quality — 37% AUM from major funds: 45 of 303 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ACMR?

Mixed — 37% long-term, 34% new: Of the 303 current holders: 111 (37%) held >2 years, 88 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Acm Resh Inc (ACMR) following the 2026 Q1 hedge fund 13F filings?

As of today, ACMR has moved +47.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +42.8%. Since the quarter end (March 31, 2026), ACMR has gained +138.8% vs +39.1% for XLK. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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