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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
ST
376
Smithfield Trust
Pennsylvania
$10K +$11K +80 New
CWAF
377
Core Wealth Advisors (Florida)
Florida
$9.99K – – –
LFA
378
LGT Financial Advisors
Texas
$9.6K – – –
KFI
379
Key Financial Inc
Pennsylvania
$7.78K – – –
IGWM
380
ICA Group Wealth Management
Colorado
$7.78K +$8.27K +60 New
RCM
381
Raleigh Capital Management
North Carolina
$7.65K -$12.3K -89 -60%
S
382
SignatureFD
Georgia
$7.26K -$8.54K -62 -53%
OIA
383
Optimum Investment Advisors
Illinois
$6.49K – – –
QL
384
Quarry LP
New York
$5.84K +$6.2K +45 New
PA
385
Pineridge Advisors
Missouri
$5.32K +$5.65K +41 New
MIM
386
Macroview Investment Management
Maryland
$5.06K – – –
EWA
387
EverSource Wealth Advisors
Alabama
$4.67K +$551 +4 +13%
MWM
388
Mascoma Wealth Management
New Hampshire
$4.54K – – –
CJ
389
Caitlin John
Michigan
$4.54K +$4.82K +35 New
DCM
390
Davidson Capital Management
Texas
$4.28K – – –
ME
391
McIlrath & Eck
Washington
$4.15K -$3.58K -26 -45%
GI
392
Gradient Investments
Minnesota
$4.02K – – –
CAL
393
Capital Advisors Ltd
Ohio
$4K – – –
HI
394
Harbour Investments
Wisconsin
$3.89K – – –
HIM
395
Hillsdale Investment Management
Ontario, Canada
$3.89K – – –
CA
396
Crewe Advisors
Utah
$3.5K +$3.72K +27 New
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$3.37K -$6.62K -48 -64%
CFD
398
Creative Financial Designs
Indiana
$3.24K – – –
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$3.24K – – –
PA
400
Parallel Advisors
California
$2.98K -$6.2K -45 -66%
14 15
16
17 18

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.