Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Acadia Pharmaceuticals Inc (ACAD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — ACAD

Based on 341 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 ACAD 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
341 hedge funds hold ACAD 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

161 buying166 selling
Last quarter: 166 funds reduced or exited vs 161 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 48 → 60 → 53 → 44. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 24% medium 19% new
194 out of 341 hedge funds have held ACAD 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 -1%, value -18%

Value
-17%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~44 new funds/quarter

66 → 48 → 60 → 53 → 44 new funds/Q
New funds entering each quarter: 48 → 60 → 53 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 25% newcomers

65% veterans 10% 1-2yr 25% new
Entry-cohort mix of 353 holders: 228 (65%) are 2+ year veterans, 35 entered 1–2 years ago, and 90 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
55 of 338 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — ACAD

In 2026 Q1, 161 hedge funds were net buyers of ACAD (44 opened a new position, 117 added to an existing one), while 166 reduced or exited (127 trimmed, 39 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in ACAD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 341.

Hedge Fund Ownership: ACAD

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

Market Analysis: ACAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACAD

-- --

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

Is It Too Late to Buy Acadia Pharmaceuticals Inc (ACAD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACAD has moved relative to its sector benchmark (XLV) since the 2026 Q2 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 June 30, 2026 · 47d ago
ACAD
+11.6%
XLV
+5.5%

ACAD outperformed XLV by +6.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
ACAD
+0.0%
XLV
+0.0%

Since the filing became public, ACAD outperformed XLV by +0.0% .

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.

29 top-rated funds 2 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ACAD
2026 Q2 Stats Unlock in 3 days 338 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 338 335 0.9%
13F Shares 165M 167M -0.89%
Total Value $3.64B $4.43B -17.85%
New Positions 42 52 -10
Increased Positions 114 121 -7
Closed Positions 39 52 -13
Reduced Positions 125 118 +7
Total Calls 8 8 -
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 1.0 Neutral

Statistics: ACAD

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Financial Highlights

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Institutional Holders (2026 Q2)

338 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ACAD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ishara Investments LP 7.62% 410,000 $10.4M
2 Baker BROS. Advisors LP 5.44% 42,912,904 $1.09B
3 Birchview Capital, LP 2.02% 171,000 $4.3M
4 Verdad Advisers, LP 2.00% 82,629 $2.1M
5 Nan Fung Group Holdings Ltd 1.98% 102,984 $2.6M
6 Rtw Investments, LP 1.54% 7,144,524 $180.8M
7 Braidwell LP 1.54% 1,646,399 $41.7M
8 Sphera Funds Management LTD. 1.18% 356,534 $9.0M
9 Frazier Life Sciences Management, L.P. 0.79% 1,438,198 $36.4M
10 Rice Hall James & Associates, LLC 0.76% 618,887 $15.7M
11 Tetragon Partners GP Ltd 0.67% 167,875 $4.2M
12 Stempoint Capital LP 0.62% 143,167 $3.6M
13 JGP Global Gestao de Recursos Ltda. 0.45% 8,110 $205K
14 Virtus Advisers, LLC 0.43% 44,384 $1.1M
15 Yorktown Management & Research Co Inc 0.39% 25,450 $644K
16 Hussman Strategic Advisors, INC. 0.37% 63,000 $1.6M
17 Virtus Investment Advisers, LLC 0.32% 55,139 $1.4M
18 Logos Global Management LP 0.27% 250,000 $6.3M
19 Phocas Financial Corp. 0.27% 77,245 $2.0M
20 PSP Research LLC 0.27% 19,766 $500K
21 Fieldview Capital Management, LLC 0.24% 33,368 $844K
22 Emerald Investment Advisers, LLC 0.22% 131,752 $3.3M
23 Edgestream Partners, L.P. 0.21% 283,301 $7.2M
24 Kelsey Financial, LLC 0.19% 10,000 $253K
25 Morgan Creek Capital Management, LLC 0.16% 9,395 $238K
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 — Acadia Pharmaceuticals Inc (ACAD)

What does the Smart Money Trend signal show for ACAD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ACAD 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 ACAD?

More sellers than buyers — 49% buying: Last quarter: 166 funds reduced or exited vs 161 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ACAD holders?

Strong quality — 38% AUM from major funds: 55 of 338 holders rank in the top 100 by AUM, accounting for 38% 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 ACAD?

57% of holders stayed for 2+ years: 194 out of 341 hedge funds have held ACAD 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 Acadia Pharmaceuticals Inc (ACAD) following the 2026 Q2 hedge fund 13F filings?

As of today, ACAD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ACAD has gained +11.6% vs +5.5% 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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