Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aclaris Therapeutics Inc (ACRS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — ACRS

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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 (98% of max)

98% of all-time peak
136 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 — +27% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+27% 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 — 56% buying

76 buying60 selling
Last quarter: 76 funds bought or added vs 60 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new ACRS position: 25 → 15 → 25 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 17% medium ■ 24% new
80 out of 136 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.
💎

Buying through price weakness — shares +26%, value -74%

Value
-74%
Shares
+26%
Last quarter: funds added +26% more shares while total portfolio value only changed -74%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

22 → 25 → 15 → 25 → 34 new funds/Q
New funds entering each quarter: 25 → 15 → 25 → 34. A growing number of institutions are discovering ACRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 26% newcomers

■ 66% veterans ■ 8% 1-2yr ■ 26% new
Entry-cohort mix of 140 holders: 93 (66%) are 2+ year veterans, 11 entered 1–2 years ago, and 36 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
35 of 135 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — ACRS

In 2026 Q1, 76 hedge funds were net buyers of ACRS (34 opened a new position, 42 added to an existing one), while 60 reduced or exited (41 trimmed, 19 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 136.

Hedge Fund Ownership: ACRS

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

Market Analysis: ACRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACRS

-- --

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

Is It Too Late to Buy Aclaris Therapeutics Inc (ACRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACRS has moved relative to its sector benchmark (XLV) 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 · 78d ago
ACRS
+15.9%
XLV
+3.7%

ACRS outperformed XLV by +12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ACRS
-3.9%
XLV
+4.8%

Since the filing became public, ACRS outperformed XLV by -8.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: ACRS
135 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 135 121 11.57%
13F Shares 109M 87M 25.95%
Total Value $401M $1.55B -74.1%
New Positions 33 25 +8
Increased Positions 41 36 +5
Closed Positions 19 7 +12
Reduced Positions 40 39 +1
Total Calls 3 2 50.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.67 0.0 Bullish

Statistics: ACRS

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

135 + 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:
Top 25 ACRS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BML Capital Management, LLC 34.31% 14,250,000 $53.4M
2 Kalehua Capital Management LLC 4.23% 1,337,556 $5.0M
3 Aldebaran Capital, LLC 2.72% 947,162 $3.6M
4 Decheng Capital LLC 2.29% 4,041,736 $15.2M
5 Vivo Capital, LLC 2.09% 6,666,666 $25.0M
6 Monashee Investment Management LLC 1.02% 500,000 $1.9M
7 Rock Springs Capital Management LP 0.99% 4,472,650 $16.8M
8 Superstring Capital Management LP 0.98% 366,490 $1.4M
9 Palo Alto Investors LP 0.93% 1,613,430 $6.1M
10 Verdad Advisers, LP 0.83% 197,042 $739K
11 Three Bridge Wealth Advisors, LLC 0.74% 714,823 $2.7M
12 Deep Track Capital, LP 0.57% 9,345,000 $35.0M
13 Frazier Life Sciences Management, L.P. 0.48% 4,925,374 $18.5M
14 Aisling Capital Management LP 0.34% 434,455 $1.6M
15 Ra Capital Management, L.P. 0.27% 6,804,072 $25.5M
16 Braidwell LP 0.21% 1,699,116 $6.4M
17 MPM BioImpact LLC 0.11% 391,918 $1.5M
18 Logos Global Management LP 0.09% 500,000 $1.9M
19 Informed Momentum Co LLC 0.08% 178,378 $669K
20 EntryPoint Capital, LLC 0.04% 33,007 $124K
21 ADAR1 Capital Management, LLC 0.03% 132,426 $497K
22 Bridgeway Capital Management, LLC 0.02% 330,019 $1.2M
23 Adage Capital Partners GP, L.L.C. 0.02% 3,871,000 $14.5M
24 Woodline Partners LP 0.02% 1,485,623 $5.6M
25 Balyasny Asset Management L.P. 0.02% 3,361,328 $12.6M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 56% buying: Last quarter: 76 funds bought or added vs 60 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 ACRS holders?

Smaller funds dominant — 15% AUM from top-100: 35 of 135 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ACRS?

59% of holders stayed for 2+ years: 80 out of 136 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.

Is it too late to buy Aclaris Therapeutics Inc (ACRS) following the 2026 Q1 hedge fund 13F filings?

As of today, ACRS has moved -3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLV sector ETF — an outperformance of -8.7%. Since the quarter end (March 31, 2026), ACRS has gained +15.9% vs +3.7% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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