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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
NAM
276
NorthCrest Asset Manangement
Minnesota
$316K – – –
CL
277
CIM LLC
New York
$310K -$47.7K -346 -11%
VPIM
278
Vanguard Personalized Indexing Management
California
$309K +$59.5K +432 +22%
CGH
279
Crossmark Global Holdings
Texas
$308K -$28.9K -210 -8%
NSEDCP
280
NJ State Employees Deferred Compensation Plan
New Jersey
$306K – – –
MFS
281
Mirabella Financial Services
United Kingdom
$302K +$131K +951 +69%
SPIA
282
Steward Partners Investment Advisory
New York
$300K -$551 -4 -0.2%
Group One Trading
283
Group One Trading
Illinois
$289K +$165K +1,196 +116%
Nordea Investment Management
284
Nordea Investment Management
Sweden
$286K +$39.6K +287 +15%
CMI
285
Clare Market Investments
Texas
$279K +$296K +2,150 New
KA
286
Kovack Advisors
Florida
$277K +$8.82K +64 +3%
GAM
287
Gotham Asset Management
New York
$274K -$726K -5,269 -71%
CAN
288
Cetera Advisor Networks
California
$274K +$291K +2,109 New
LSA
289
Leonteq Securities AG
Switzerland
$268K -$335K -2,430 -54%
ECM
290
Evergreen Capital Management
Washington
$268K -$16.7K -121 -6%
GF
291
Gabelli Funds
New York
$259K – – –
CCM
292
Chilton Capital Management
Texas
$259K +$276K +2,000 New
YMRC
293
Yorktown Management & Research Company
Virginia
$259K +$276K +2,000 New
US Bancorp
294
US Bancorp
Minnesota
$259K +$68.2K +495 +33%
X
295
Xponance
Pennsylvania
$257K +$8.82K +64 +3%
CIM
296
CIM Investment Management
Pennsylvania
$252K – – –
EC
297
EntryPoint Capital
New York
$248K +$264K +1,913 New
CA
298
Cetera Advisors
Colorado
$247K -$226K -1,639 -46%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$247K -$4.41K -32 -2%
CAG
300
Csenge Advisory Group
Florida
$243K +$258K +1,875 New
10 11
12
13 14

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.