We are live on ! Find out more
ACLS icon

Axcelis

327 hedge funds and large institutions have $2.2B invested in Axcelis in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 85 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 25

167% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $6.26M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $1.72B → $2.2B (+$484M)

14% more funds holding

Funds holding: 287327 (+40)

3.14% more ownership

Funds ownership: 86.03%89.17% (+3.1%)

31% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 123

Holders
327
Holders Change
+40
Holders Change %
+13.94%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
70
Increased
85
Reduced
123
Closed
25
Calls
$16.7M
Puts
$6.26M
Net Calls
+$10.4M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
251
Edmond de Rothschild Holding
Switzerland
$70K -$118K -1,675 -66%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$69K +$10.1K +143 +20%
HNB
253
Huntington National Bank
Ohio
$67.2K -$3.59K -51 -6%
US Bancorp
254
US Bancorp
Minnesota
$60.9K -$1.83K -26 -3%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$60.6K +$53.8K +763 New
VFA
256
Virtus Fund Advisers
Connecticut
$59.4K +$52.7K +748 New
BCMLT
257
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.2K +$49.9K +708 New
SIC
258
Salem Investment Counselors
North Carolina
$54.4K
C
259
Covestor
United Kingdom
$48K -$1.13K -16 -3%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$41K
AA
261
Ancora Advisors
Ohio
$40K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.7K
RFA
263
Resurgent Financial Advisors
Georgia
$39.7K +$35.2K +500 New
AF
264
Allworth Financial
California
$32.1K +$70 +1 +0.2%
BTI
265
Blue Trust Inc
Georgia
$32K +$34K +482 +893%
Bessemer Group
266
Bessemer Group
New Jersey
$31K +$5.92K +84 +28%
TF
267
TimeScale Financial
Massachusetts
$30.3K
MCC
268
Money Concepts Capital
Florida
$29.8K +$26.4K +375 New
QCG
269
Quadrant Capital Group
Ohio
$29.4K +$5.07K +72 +24%
ASN
270
Advisory Services Network
Georgia
$28.9K +$25.6K +364 New
SWA
271
Sutton Wealth Advisors
Florida
$27.9K +$8.88K +126 +56%
IA
272
IFP Advisors
Florida
$27K +$1.41K +20 +5%
BAM
273
Belpointe Asset Management
Nevada
$24.6K +$21.8K +310 New
GFPC
274
Global Financial Private Client
Florida
$22.1K
TWA
275
TCI Wealth Advisors
Arizona
$18.9K