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Axcelis
ACLS

Overview Fund Activity

405 hedge funds and large institutions have $5.41B invested in Axcelis in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 114 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+28
Holders Change %
+7.43%
% of All Funds
6.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
77
Increased
114
Reduced
161
Closed
48
Calls
$86.4M
Puts
$53.6M
Net Calls
+$32.8M
Net Calls Change
+$36.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$730M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$43.8M
3
WRCM
3
Whale Rock Capital Management
Massachusetts
$87M
4
Norges Bank
4
Norges Bank
Norway
$64.7M
5
Man Group
5
Man Group
United Kingdom
$28.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$116M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$8.14M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.14M
4
Ameriprise
4
Ameriprise
Minnesota
$73.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
301
OneDigital Investment Advisors
Kansas
$265K +$265K +1,445 New
EST
302
EA Series Trust
Pennsylvania
$258K +$258K +1,409 New
EF
303
Empowered Funds
Pennsylvania
$258K +$258K +1,409 New
AFP
304
Ausdal Financial Partners
Iowa
$258K +$258K +1,409 New
Balyasny Asset Management
305
Balyasny Asset Management
Illinois
$258K -$4.4M -23,985 -94%
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$256K -$195K -1,066 -43%
US Bancorp
307
US Bancorp
Minnesota
$249K +$42.2K +230 +20%
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$242K +$101K +550 +71%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$241K -$89.3K -487 -27%
GFS
310
GYL Financial Synergies
Connecticut
$238K +$238K +1,296 New
FHA
311
Flagship Harbor Advisors
Massachusetts
$237K +$237K +1,292 New
PFP
312
Pinnacle Financial Partners
Tennessee
$226K +$226K +1,231 New
ISWM
313
Independent Solutions Wealth Management
New York
$223K +$223K +1,216 New
FFWM
314
Future Financial Wealth Management
Ohio
$220K +$220K +1,200 New
SFA
315
Sequoia Financial Advisors
Ohio
$219K +$219K +1,192 New
UFF
316
USA Financial Formulas
Michigan
$212K -$1.28K -7 -0.6%
FTDI
317
First Trust Direct Indexing
Massachusetts
$204K +$204K +1,114 New
QCM
318
Quantinno Capital Management
New York
$203K +$203K +1,107 New
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$137K -$917 -5 -0.7%
VFA
320
Virtus Fund Advisers
Connecticut
$137K – – –
KI
321
Kapitalo Investimentos
Brazil
$136K +$136K +743 New
CMF
322
Counterpoint Mutual Funds
California
$133K -$12.3K -67 -8%
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$130K – – –
SIC
324
Salem Investment Counselors
North Carolina
$126K – – –
QCG
325
Quadrant Capital Group
Ohio
$123K -$7.15K -39 -5%
11 12
13
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