Jennison Discloses 5.8% Passive Stake in Acadian Asset Management

Jennison Associates LLC has filed a Schedule 13G reporting a passive ownership position in Acadian Asset Management Inc. as of 30 Jun 2025.

Rhea-AI Filing Summary

Jennison Associates LLC has filed a Schedule 13G reporting a passive ownership position in Acadian Asset Management Inc. as of 30 Jun 2025. The investment adviser now beneficially owns 2,091,091 common shares, equal to 5.8 % of the outstanding class, triggering the 5 % disclosure threshold under Section 13(d) of the Exchange Act.

• Sole voting power: 2,091,091 shares
• Shared voting power: 0
• Sole dispositive power: 0
• Shared dispositive power: 2,091,091 shares

The stake is reported under Rule 13d-1(b) by an entity classified as an investment adviser (IA), indicating the shares are held in the ordinary course of business without intent to influence control. Certification is signed by Senior Vice President – Compliance, Beata Markowicz, on 6 Aug 2025.

Investor implication: a respected institutional manager crossing the 5 % threshold often signals heightened professional interest and may enhance trading liquidity; however, the passive 13G filing suggests no activist agenda.

Positive

• Institutional support: Jennison Associates now holds 5.8 % of the company’s common stock, increasing overall institutional ownership and potentially enhancing liquidity and visibility.

Negative

• None.

Insights

Portfolio Manager

TL;DR: Jennison’s 5.8 % passive stake lifts institutional ownership but does not signal activism; market impact likely modest.

Jennison Associates’ disclosure that it controls 2.09 million shares of Acadian Asset Management Inc., or 5.8 % of the float, confirms growing institutional participation. Because the position is filed on Schedule 13G, the adviser affirms a passive intent, limiting potential governance changes or strategic pressure. Liquidity could improve given Jennison’s scale, and the visibility of a reputable manager may attract additional institutions. Nonetheless, without activist aspirations, near-term operational or strategic shifts are unlikely. Overall, the filing is informational rather than transformative.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many Acadian Asset Management shares does Jennison Associates own?

Jennison Associates reports ownership of 2,091,091 common shares.

What percentage of Acadian Asset Management’s stock is held by Jennison Associates?

The filing lists a 5.8 % beneficial ownership stake.

Is Jennison Associates an activist investor in this case?

No. The stake is reported on Schedule 13G, indicating a passive investment with no intent to influence control.

What voting and dispositive powers does Jennison hold?

Jennison has sole voting power over 2,091,091 shares and shared dispositive power over the same amount; no shared voting or sole dispositive power is reported.

When was the Schedule 13G event date and signature date?

Event date: 30 Jun 2025; signature date: 6 Aug 2025.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/06/2025 - 04:12 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

ACADIAN ASSET MANAGEMENT INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

10948W103

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 10948W103

1

Names of Reporting Persons

Jennison Associates LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,091,091.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,091,091.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,091,091.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.8 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: ACADIAN ASSET MANAGEMENT INC
(b)	Address of issuer's principal executive offices: 200 State Street, 13th Floor, BOSTON, MA, 02109
Item 2.
(a)	Name of person filing: Jennison Associates LLC
(b)	Address or principal business office or, if none, residence: 55 East 52nd Street, New York, NY 10055
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 10948W103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 2091091
(b)	Percent of class: 5.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 2091091
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 2091091
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Jennison Associates LLC

Signature:	Beata Markowicz
Name/Title:	Senior Vice President, Compliance
Date:	08/06/2025