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Axcelis

367 hedge funds and large institutions have $3.17B invested in Axcelis in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 126

1.3% less ownership

Funds ownership: 94.12%92.82% (-1.3%)

6% less funds holding

Funds holding: 390367 (-23)

27% less capital invested

Capital invested by funds: $4.35B → $3.17B (-$1.18B)

27% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 77

41% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $52.2M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
367
Holders Change
-23
Holders Change %
-5.9%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
56
Increased
131
Reduced
126
Closed
77
Calls
$30.9M
Puts
$52.2M
Net Calls
-$21.3M
Net Calls Change
-$45.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
226
Net Worth Advisory Group
Utah
$355K +$396K +3,388 New
AIP
227
Ameritas Investment Partners
Nebraska
$346K +$12.6K +108 +3%
KA
228
Kovack Advisors
Florida
$344K +$40.9K +350 +12%
VPIM
229
Vanguard Personalized Indexing Management
California
$341K +$83.5K +714 +28%
IB
230
Intrust Bank
Kansas
$330K -$45.8K -392 -11%
RJFSA
231
Raymond James Financial Services Advisors
Florida
$327K -$48.4K -414 -12%
BFM
232
Boothbay Fund Management
New York
$315K +$351K +3,004 New
NA
233
NewEdge Advisors
Louisiana
$315K +$64.7K +553 +23%
ACM
234
Andina Capital Management
Utah
$303K +$11.8K +101 +4%
HCM
235
HMS Capital Management
Tennessee
$301K
AA
236
AlphaMark Advisors
Kentucky
$300K -$18K -154 -5%
VIA
237
Virtus Investment Advisers
Connecticut
$299K
Corient Private Wealth
238
Corient Private Wealth
Florida
$298K -$462K -3,952 -58%
GCM
239
Graham Capital Management
Connecticut
$295K +$144K +1,231 +78%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$290K -$7.49K -64 -2%
KA
241
Kerrisdale Advisers
Florida
$286K +$319K +2,730 New
YMRC
242
Yorktown Management & Research Company
Virginia
$283K +$70.2K +600 +29%
CWM
243
Cranbrook Wealth Management
Michigan
$280K
BIA
244
Benchmark Investment Advisors
Illinois
$265K
WP
245
Woodline Partners
California
$264K +$294K +2,517 New
TFA
246
Teamwork Financial Advisors
Texas
$262K +$292K +2,500 New
NAM
247
NorthCrest Asset Manangement
Minnesota
$259K
BC
248
Bridgefront Capital
Texas
$258K +$288K +2,464 New
GCM
249
Gallacher Capital Management
Colorado
$257K +$287K +2,455 New
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$257K +$287K +2,455 New