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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
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
-$388K -2,728 Closed
CMI
402
Clare Market Investments
Texas
-$355K -2,500 Closed
EI
403
Ethic Inc
New York
-$348K -2,444 Closed
NRD
404
Nebula Research & Development
New York
-$339K -2,383 Closed
PAS
405
Park Avenue Securities
New York
-$337K -2,372 Closed
LAM
406
Lifestyle Asset Management
Texas
-$335K -2,358 Closed
Nordea Investment Management
407
Nordea Investment Management
Sweden
-$303K -2,094 Closed
ET
408
Entropy Technologies
New York
-$295K -2,076 Closed
RIM
409
Rakuten Investment Management
Japan
-$279K -1,998 Closed
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
-$286K -1,895 Closed
WAP
411
Wealthcare Advisory Partners
Pennsylvania
-$262K -1,846 Closed
Federated Hermes
412
Federated Hermes
Pennsylvania
-$257K -1,810 Closed
RJA
413
Raymond James & Associates
Florida
-$253K -1,778 Closed
LTAS
414
Linden Thomas Advisory Services
North Carolina
-$251K -1,766 Closed
Lido Advisors
415
Lido Advisors
California
-$246K -1,729 Closed
MML Investors Services
416
MML Investors Services
Massachusetts
-$240K -1,688 Closed
GS
417
GTS Securities
New York
-$240K -1,686 Closed
UCFA
418
United Capital Financial Advisors
Texas
-$237K -1,666 Closed
GI
419
GAMCO Investors
Connecticut
-$237K -1,665 Closed
MWM
420
Mission Wealth Management
California
-$234K -1,647 Closed
SC
421
Syon Capital
California
-$230K -1,621 Closed
AAS
422
Avantax Advisory Services
Texas
-$229K -1,611 Closed
CIM
423
CIM Investment Management
Pennsylvania
-$223K -1,567 Closed
QCM
424
QRG Capital Management
Illinois
-$222K -1,559 Closed
SSW
425
Smith Shellnut Wilson
Mississippi
-$219K -1,540 Closed