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Axcelis
ACLS

420 hedge funds and large institutions have $3.87B invested in Axcelis in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $103M | Put options by funds: $63.1M

24% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 131

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

0.9% more ownership

Funds ownership: 90.19% → 91.08% (+0.9%)

0% more funds holding

Funds holding: 419 → 420 (+1)

20% less capital invested

Capital invested by funds: $4.85B → $3.87B (-$981M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
420
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
162
Reduced
131
Closed
65
Calls
$103M
Puts
$63.1M
Net Calls
+$39.5M
Net Calls Change
-$1.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.1M
2
Millennium Management
Millennium Management
New York
+$52.6M
3
JSP
Jackson Square Partners
California
+$45.6M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$33.6M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$33.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$88.5M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$84.3M
3
DCM
Driehaus Capital Management
Illinois
-$78.8M
4
HRCM
Hood River Capital Management
Florida
-$56.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
226
Shell Asset Management
Netherlands
$590K -$189K -1,369 -23%
TRCT
227
Tower Research Capital (TRC)
New York
$589K +$514K +3,729 +459%
IB
228
Intrust Bank
Kansas
$581K +$18.9K +137 +3%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$564K +$18.9K +137 +3%
LNC
230
Lincoln National Corp
Pennsylvania
$560K +$12.1K +88 +2%
FIM
231
Freedom Investment Management
Connecticut
$559K +$251K +1,824 +73%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$544K +$60.6K +440 +12%
BIA
233
Benchmark Investment Advisors
Illinois
$539K +$573K +4,157 New
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$534K -$62K -450 -10%
Lido Advisors
235
Lido Advisors
California
$531K +$565K +4,098 New
BRWA
236
B. Riley Wealth Advisors
Florida
$526K -$6.75K -49 -1%
Verition Fund Management
237
Verition Fund Management
Connecticut
$525K +$55.4K +402 +11%
TFS
238
Thoroughbred Financial Services
Tennessee
$525K -$255K -1,849 -31%
OQS
239
Occudo Quantitative Strategies
Florida
$496K +$527K +3,826 New
WCA
240
Westover Capital Advisors
Delaware
$495K +$32.9K +239 +7%
TWM
241
TriaGen Wealth Management
California
$494K +$157K +1,136 +42%
GVAG
242
Great Valley Advisor Group
Delaware
$494K -$339K -2,459 -39%
Pictet Asset Management
243
Pictet Asset Management
Switzerland
$493K – – –
CP
244
CenterBook Partners
Connecticut
$492K +$523K +3,792 New
Walleye Trading
245
Walleye Trading
New York
$490K +$521K +3,781 New
EIM
246
Essex Investment Management
Massachusetts
$483K – – –
AIM
247
ARGA Investment Management
Connecticut
$479K – – –
VIA
248
Virtus Investment Advisers
Connecticut
$473K -$989K -7,173 -66%
GCM
249
Gallacher Capital Management
Colorado
$472K +$234K +1,699 +88%
PA
250
Profund Advisors
Maryland
$456K +$29.1K +211 +6%
8 9
10
11 12

ACLS Hedge Fund Activity: Q4 2023 in Review

420 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q4 2023, worth a combined $3.87B — down 20% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ACLS positions and 65 closed out — a net gain of 7 holders — while 162 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Invesco, cutting an estimated $88.5M.

  • 420 institutional investors held Axcelis (ACLS) as of Q4 2023, up from 419 in Q3 2023.
  • Funds reported $3.87B of Axcelis stock for Q4 2023, down 20% quarter-over-quarter.
  • 72 funds opened new Axcelis positions in Q4 2023 and 65 closed out, a net change of +7 holders.
  • The largest Axcelis buyer in Q4 2023 was Morgan Stanley, an estimated $83.1M added.
  • The largest Axcelis seller in Q4 2023 was Invesco, an estimated $88.5M sold.

Based on aggregated 13F filings for Q4 2023.