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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
Truist Financial
451
Truist Financial
North Carolina
– -$548K -3,360 Closed
JFG
452
Jefferies Financial Group
New York
– -$489K -3,000 Closed
NICM
453
Neo Ivy Capital Management
New York
– -$480K -2,944 Closed
OR
454
Olympiad Research
Connecticut
– -$463K -2,838 Closed
DWM
455
Dakota Wealth Management
Florida
– -$454K -2,786 Closed
CIP
456
Chartwell Investment Partners
Pennsylvania
– -$437K -2,676 Closed
CIP
457
Convergence Investment Partners
Florida
– -$420K -2,573 Closed
QCM
458
Qsemble Capital Management
New York
– -$334K -2,048 Closed
KWA
459
Kingswood Wealth Advisors
California
– -$314K -1,926 Closed
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
– -$287K -1,760 Closed
OC
461
Oppenheimer & Co
New York
– -$270K -1,654 Closed
SCM
462
Shelton Capital Management
Colorado
– -$261K -1,602 Closed
I
463
InceptionR
California
– -$256K -1,573 Closed
FHA
464
Flagship Harbor Advisors
Massachusetts
– -$253K -1,550 Closed
ATC
465
Argent Trust Co
Tennessee
– -$245K -1,500 Closed
BCM
466
BluePath Capital Management
Georgia
– -$244K -1,496 Closed
LAM
467
Lifestyle Asset Management
Texas
– -$241K -1,481 Closed
GCP
468
GSA Capital Partners
United Kingdom
– -$235K -1,440 Closed
MWPCG
469
Measured Wealth Private Client Group
New Hampshire
– -$231K -1,415 Closed
Twin Tree Management
470
Twin Tree Management
Texas
– -$230K -1,413 Closed
OIA
471
OneDigital Investment Advisors
Kansas
– -$218K -1,338 Closed
SFA
472
Sequoia Financial Advisors
Ohio
– -$215K -1,316 Closed
MWM
473
Moran Wealth Management
Florida
– -$210K -1,285 Closed
GBT
474
Grove Bank & Trust
Florida
– -$206K -1,263 Closed
GHA
475
GW Henssler & Associates
Georgia
– -$201K -1,234 Closed
16 17 18
19
20

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.