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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
RF
301
Robbins Farley
New Hampshire
$2.94K +$2.61K +37 New
MWM
302
Mascoma Wealth Management
New Hampshire
$2.78K +$2.47K +35 New
FGAM
303
Financial Gravity Asset Management
Texas
$2.47K +$5.57K +79 New
GI
304
Gradient Investments
Minnesota
$2.46K
HI
305
Harbour Investments
Wisconsin
$2.38K
GBT
306
Grove Bank & Trust
Florida
$2K +$1.76K +25 New
CFD
307
Creative Financial Designs
Indiana
$1.98K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.98K
PA
309
Parallel Advisors
California
$1.82K
GRP
310
Global Retirement Partners
California
$1.75K
FWM
311
Focused Wealth Management
New York
$1.43K
WTC
312
WhitTier Trust Company
Nevada
$1.19K
USCWA
313
U.S. Capital Wealth Advisors
Texas
$1.19K +$1.06K +15 New
SC
314
Schubert & Co
Texas
$1.11K -$70 -1 -7%
CWC
315
Carolinas Wealth Consulting
North Carolina
$1.11K +$986 +14 New
ECM
316
Everence Capital Management
Indiana
$1.01K -$233K -3,310 -21%
FCA
317
Fortis Capital Advisors
Kansas
$952 +$845 +12 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$794 +$70 +1 +11%
SIC
319
SJS Investment Consulting
Ohio
$556 -$141 -2 -22%
BAAM
320
Baker Avenue Asset Management
California
$556 +$493 +7 New
LC
321
Lindbrook Capital
California
$397 -$705 -10 -67%
DI
322
Disciplined Investments
Oklahoma
$238
AF
323
Advisornet Financial
Minnesota
$238 +$211 +3 New
GWS
324
Glassman Wealth Services
Virginia
$159
TWP
325
TFO Wealth Partners
Ohio
$125 +$211 +3 New