Aclaris Therapeutics Inc (ACRS) Hedge Fund Ownership (Q2 2026)

Aclaris Therapeutics Inc (ACRS)

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

Smart Money Signals — ACRS

Based on 149 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added ACRS 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

149 hedge funds hold ACRS 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 — +54% more funds vs a year ago

fund count last 6Q

+52 new funds entered over the past year (+54% 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.

🟢

More buyers than sellers — 66% buying

96 buying49 selling

Last quarter: 96 funds were net buyers (30 opened a brand new position + 66 added to an existing one). Only 49 were sellers (32 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 25 → 34 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 19% medium ■ 26% new

82 out of 149 hedge funds have held ACRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +55% but shares only +10% — price-driven

Value

+55%

+9%

Last quarter: the total dollar value of institutional holdings rose +55%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

25 → 15 → 25 → 34 → 30 new funds/Q

New funds entering each quarter: 15 → 25 → 34 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 66% veterans vs 26% newcomers

■ 66% veterans ■ 8% 1-2yr ■ 26% new

Entry-cohort mix of 154 holders: 102 (66%) are 2+ year veterans, 12 entered 1–2 years ago, and 40 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

40 of 148 holders rank in the top 100 by AUM, accounting for 23% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	147	136	8.09%
13F Shares	120M	109M	9.57%
Total Value	$621M	$401M	54.65%
New Positions	30	34	-4
Increased Positions	63	41	+22
Closed Positions	18	19	-1
Reduced Positions	32	40	-8
Total Calls	4	3	33.33%
Total Puts	2	2	-
PUT/CALL Ratio	0.5	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

147

136

8.09%

13F Shares

120M

109M

9.57%

Total Value

$621M

$401M

54.65%

New Positions

-4

Increased Positions

+22

Closed Positions

-1

Reduced Positions

-8

Total Calls

33.33%

Total Puts

PUT/CALL Ratio

0.5

0.67

Bullish

Institutional Holders (2026 Q2)

147 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ACRS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BML Capital Management, LLC	35.98%	11,975,000	$63.3M
2	Kalehua Capital Management LLC	6.95%	1,832,365	$9.7M
3	Aldebaran Capital, LLC	3.72%	936,731	$5.0M
4	Vivo Capital, LLC	3.23%	6,694,637	$35.4M
5	Decheng Capital LLC	2.92%	4,041,736	$21.4M
6	Jones Hill Capital LP	1.98%	1,759,492	$9.3M
7	Palo Alto Investors LP	1.18%	1,613,430	$8.5M
8	Rock Springs Capital Management LP	1.12%	4,330,532	$22.9M
9	Silverarc Capital Management, LLC	1.07%	1,946,482	$10.3M
10	Three Bridge Wealth Advisors, LLC	0.95%	714,823	$3.8M
11	Verdad Advisers, LP	0.89%	175,272	$927K
12	Superstring Capital Management LP	0.86%	257,675	$1.4M
13	Deep Track Capital, LP	0.72%	9,345,000	$49.4M
14	Ra Capital Management, L.P.	0.58%	12,723,026	$67.3M
15	Frazier Life Sciences Management, L.P.	0.57%	4,925,374	$26.1M
16	Aisling Capital Management LP	0.49%	434,455	$2.3M
17	Braidwell LP	0.42%	2,142,348	$11.3M
18	MPM BioImpact LLC	0.34%	1,042,467	$5.5M
19	Tetragon Partners GP Ltd	0.33%	400,000	$2.1M
20	Informed Momentum Co LLC	0.08%	171,327	$906K
21	Atom Investors LP	0.07%	148,855	$787K
22	Logos Global Management LP	0.05%	200,000	$1.1M
23	Orbimed Advisors LLC	0.04%	421,500	$2.2M
24	CenterBook Partners LP	0.03%	118,228	$625K
25	Adage Capital Partners GP, L.L.C.	0.03%	4,071,000	$21.5M

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 — Aclaris Therapeutics Inc (ACRS)

What does the Smart Money Trend signal show for ACRS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ACRS 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 ACRS?

More buyers than sellers — 66% buying: Last quarter: 96 funds were net buyers (30 opened a brand new position + 66 added to an existing one). Only 49 were sellers (32 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ACRS holders?

Strong quality — 23% AUM from major funds: 40 of 148 holders rank in the top 100 by AUM, accounting for 23% 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 ACRS?

55% of holders stayed for 2+ years: 82 out of 149 hedge funds have held ACRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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Aclaris Therapeutics Inc (ACRS)

Smart Money Signals — ACRS

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +54% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~30 new funds per quarter

55% of holders stayed for 2+ years

Value +55% but shares only +10% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 66% veterans vs 26% newcomers

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — ACRS

Hedge Fund Ownership: ACRS

Market Analysis: ACRS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ACRS

Hedge Fund Positioning: ACRS

Statistics: ACRS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Aclaris Therapeutics Inc (ACRS)

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