Free · no sign-up · Q2 2026

Which funds own AYI

Acuity Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $678m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 1 buying.

Managers holding: 5; at least, of 91 current
Combined value: $678m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 5; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
AQR Capital Management LLC Quantitative · $287bn book	$471m	0.2%	1,274,516	+$351m+838,610	Added
Acadian Asset Management LLC Quantitative · $84.2bn book	$126m	0.1%	335,121	-$37m-247,924	Trimmed
Voloridge Investment Management LLC Quantitative · $23.5bn book	$51m	0.2%	136,404	+$7.0m-21,803	Trimmed
Durable Capital Partners LP Long/short equity · $10.3bn book	$26m	0.3%	68,646	-$74m-287,083	Trimmed
Markel Group Inc Activist · $13.1bn book	$3.7m	0.0%	9,750	+$900k0	Held

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Moore Capital Management LP · Macro$15m held before
Tudor Investment Corp · Macro$3.9m held before

Ownership through time

At least 13 of the 95 managers whose filings are on file listed AYI in Q2 2026, against 7 in Q2 2013. 1 manager fewer than in Q1 2026: 1 started a position; 2 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

ExodusPoint Capital Management LP$5.0m

Largest increases, by shares

Fidelity (FMR LLC)2,355,608 to 3,604,071 shares+$470m
AQR Capital Management LLC435,906 to 1,274,516 shares+$310m
Arrowstreet Capital LP213,801 to 259,219 shares+$17m
ExodusPoint Capital Management LPnew: 13,293 shares+$5.0m
Holocene Advisors LP21,015 to 27,265 shares+$2.4m

Largest decreases, by shares

Durable Capital Partners LP355,729 to 68,646 shares-$108m
Acadian Asset Management LLC583,045 to 335,121 shares-$93m
Wellington Management Group LLP763,038 to 658,213 shares-$39m
Voloridge Investment Management LLC158,207 to 136,404 shares-$8.2m
Winton Group Ltd4,320 to 3,480 shares-$316k

Left it

Moore Capital Management LPwas $15m

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q3 2014	$1.4bn	$1.4bn
AQR Capital Management LLC	Q1 2015	$471m	$471m
Wellington Management Group LLP	Q2 2013	$463m	$248m
Acadian Asset Management LLC	Q3 2020	$163m	$126m
Arrowstreet Capital LP	Q2 2018	$98m	$98m
Voloridge Investment Management LLC	Q2 2015	$51m	$51m
Durable Capital Partners LP	Q3 2024	$470m	$26m
Holocene Advisors LP	Q4 2017	$10m	$10m
ExodusPoint Capital Management LP	Q2 2019	$7.5m	$5.0m
Markel Group Inc	Q4 2024	$3.7m	$3.7m
Caxton Associates LLP	Q2 2013	$25m	$2.2m
Quantbot Technologies LP	Q3 2014	$5.7m	$1.8m
Winton Group Ltd	Q2 2014	$3.1m	$1.3m
T. Rowe Price Associates Inc	Q2 2013	$1.4bn	last listed Q1 2018
Artisan Partners LP	Q2 2013	$356m	last listed Q4 2025
Millennium Management LLC	Q4 2014	$197m	last listed Q4 2025
Invesco Ltd	Q3 2015	$177m	last listed Q4 2017
Renaissance Technologies LLC	Q4 2014	$141m	last listed Q4 2024
AllianceBernstein LP	Q1 2015	$132m	last listed Q4 2016
Citadel Advisors LLC	Q3 2018	$125m	last listed Q3 2018
Balyasny Asset Management LLC	Q2 2016	$120m	last listed Q4 2025
Point72 Asset Management LP	Q2 2014	$85m	last listed Q4 2025
Janus Henderson Group Ltd	Q2 2013	$69m	last listed Q1 2023

What AYI is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around AYI →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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