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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
OC
301
Oarsman Capital
Wisconsin
$16.8K +$18.7K +160 New
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$16.7K +$18.6K +159 New
TFA
303
Toth Financial Advisory
Virginia
$15.7K
PA
304
Parallel Advisors
California
$15K -$8.77K -75 -34%
ACM
305
Aster Capital Management
United Arab Emirates
$14.8K +$16.5K +141 New
OIA
306
Optimum Investment Advisors
Illinois
$14.7K
VCM
307
Versant Capital Management
Arizona
$13.9K -$1.64K -14 -10%
MAM
308
Meeder Asset Management
Ohio
$13.7K -$41.2K -352 -73%
LFG
309
Larson Financial Group
Missouri
$13K +$14.3K +122 +6,100%
PS
310
Principal Securities
Iowa
$12.8K -$177K -1,513 -93%
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$12.8K -$39.6K -339 -74%
CTC
312
Central Trust Company
Missouri
$11.8K
AssetMark Inc
313
AssetMark Inc
California
$11.1K +$2.69K +23 +28%
Bessemer Group
314
Bessemer Group
New Jersey
$11K +$11.9K +102 New
EWA
315
EverSource Wealth Advisors
Alabama
$10.5K +$5.61K +48 +92%
DCM
316
Davidson Capital Management
Texas
$8.6K +$1.4K +12 +17%
TPW
317
Talon Private Wealth
Florida
$8.49K +$9.47K +81 New
JIP
318
Jaffetilchin Investment Partners
Florida
$8.39K +$9.36K +80 New
ST
319
Smithfield Trust
Pennsylvania
$8K
LFA
320
LGT Financial Advisors
Texas
$7.76K
SSG
321
Summit Securities Group
New York
$7K +$7.72K +66 New
KFI
322
Key Financial Inc
Pennsylvania
$6.29K
RCM
323
Richardson Capital Management
Wisconsin
$5.35K
RFS
324
Richardson Financial Services
Massachusetts
$5.26K
RS
325
Rakuten Securities
Japan
$5.24K -$17.4K -149 -75%