We are live on ! Find out more
ACLS icon

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
CA
326
Clearstead Advisors
Ohio
$5.03K -$5.73K -49 -51%
QL
327
Quarry LP
New York
$5.03K +$1.05K +9 +23%
BIA
328
Bell Investment Advisors
California
$4.72K +$1.52K +13 +41%
CIA
329
Cape Investment Advisory
Georgia
$4.72K -$2.34K -20 -31%
PTC
330
Private Trust Company
Ohio
$4.51K
TWC
331
TD Waterhouse Canada
Ontario, Canada
$4.48K +$5.15K +44 New
PS
332
Planned Solutions
California
$4.19K +$4.68K +40 New
IA
333
IFP Advisors
Florida
$4.09K +$1.64K +14 +56%
AWM
334
Avior Wealth Management
Nebraska
$4.09K +$4.56K +39 New
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$4K +$4.68K +40 New
GRP
336
Global Retirement Partners
California
$3.77K -$40.5K -346 -91%
RIL
337
Rothschild Investment LLC
Illinois
$3.67K +$2.34K +20 +133%
LC
338
Lindbrook Capital
California
$3.56K +$1.75K +15 +79%
SCM
339
Sterling Capital Management
North Carolina
$3.46K +$3.86K +33 New
ME
340
McIlrath & Eck
Washington
$3.35K
HI
341
Harbour Investments
Wisconsin
$3.15K
CAL
342
Capital Advisors Ltd
Ohio
$3K
CA
343
Claris Advisors
Missouri
$2.73K +$3.04K +26 New
CTA
344
Colonial Trust Advisors
South Carolina
$2.62K
CFD
345
Creative Financial Designs
Indiana
$2.62K
CA
346
CoreCap Advisors
Michigan
$2.52K +$2.81K +24 New
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$2.41K
FPF
348
First Pacific Financial
Washington
$1.99K -$1.29K -11 -37%
WTC
349
WhitTier Trust Company
Nevada
$1.57K
FHA
350
First Horizon Advisors
Tennessee
$1.47K -$1.52K -13 -48%