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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
ATC
401
Adirondack Trust Company
New York
$2.48K +$3.03K +22 New
FWM
402
Focused Wealth Management
New York
$2.33K – – –
PWMG
403
Private Wealth Management Group
New Jersey
$2.08K +$2.21K +16 New
PMFA
404
Plante Moran Financial Advisors
Michigan
$2.08K +$2.21K +16 New
WTC
405
WhitTier Trust Company
Nevada
$1.95K – – –
JWA
406
JFS Wealth Advisors
Pennsylvania
$1.56K – – –
GWMIA
407
Global Wealth Management Investment Advisory
Florida
$1.56K – – –
AWM
408
Atticus Wealth Management
Florida
$1.43K +$1.52K +11 New
AT
409
Arlington Trust
Alabama
$1.3K +$1.38K +10 New
SIC
410
SJS Investment Consulting
Ohio
$1.04K – – –
PFBT
411
Parkside Financial Bank & Trust
Missouri
$1.04K -$11.2K -81 -91%
SWM
412
Spire Wealth Management
Virginia
$921 -$138 -1 -13%
FPF
413
First Pacific Financial
Washington
$908 +$965 +7 New
BIA
414
Bell Investment Advisors
California
$779 -$551 -4 -40%
AWM
415
Abound Wealth Management
Tennessee
$649 +$413 +3 +150%
LC
416
Lindbrook Capital
California
$648 -$1.52K -11 -69%
AF
417
Advisornet Financial
Minnesota
$519 -$138 -1 -20%
DPW
418
DiNuzzo Private Wealth
Pennsylvania
$519 +$551 +4 New
KFS
419
Kelly Financial Services
Massachusetts
$389 +$413 +3 New
GWS
420
Glassman Wealth Services
Virginia
$259 -$827 -6 -75%
WRCM
421
Whale Rock Capital Management
Massachusetts
– -$84.3M -517,062 Closed
DCM
422
Driehaus Capital Management
Illinois
– -$78.8M -483,526 Closed
HRCM
423
Hood River Capital Management
Florida
– -$56.5M -346,501 Closed
SM
424
Senvest Management
New York
– -$32.3M -197,806 Closed
LCG
425
Lisanti Capital Growth
New York
– -$10.5M -64,545 Closed
15 16
17
18 19

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.