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Axcelis

165 hedge funds and large institutions have $691M invested in Axcelis in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $3.93M

15% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 48

4.07% less ownership

Funds ownership: 91.49%87.42% (-4.1%)

8% less funds holding

Funds holding: 179165 (-14)

16% less capital invested

Capital invested by funds: $825M → $691M (-$134M)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
55
Reduced
48
Closed
44
Calls
$5.9M
Puts
$3.93M
Net Calls
+$1.98M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
151
Krilogy Financial
Missouri
$6K
LFA
152
Legacy Financial Advisors
Kentucky
$6K
PMFA
153
Plante Moran Financial Advisors
Michigan
$6K
HNB
154
Huntington National Bank
Ohio
$4K
DOA
155
D'Orazio & Associates
Virginia
$3K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$3K
CFA
157
Carroll Financial Associates
North Carolina
$2K
FGC
158
Financial Gravity Companies
Texas
$2K +$1.02K +39 +76%
FGAM
159
Financial Gravity Asset Management
Texas
$2K +$2.37K +90 New
FMA
160
FNY Managed Accounts
New York
$1K -$1.37K -52 -44%
PA
161
Parallel Advisors
California
$1K
GI
162
Gradient Investments
Minnesota
$1K +$815 +31 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$1K +$946 +36 New
HRCM
164
Hood River Capital Management
Florida
-$9.65M -336,220 Closed
RJFSA
165
Raymond James Financial Services Advisors
Florida
-$3.73M -129,857 Closed
ARTA
166
A.R.T. Advisors
New York
-$2.95M -102,811 Closed
OAM
167
Oxford Asset Management
United Kingdom
-$2.72M -94,058 Closed
EI
168
EAM Investors
California
-$2.32M -80,861 Closed
IA
169
IndexIQ Advisors
New York
-$2.15M -74,935 Closed
EGM
170
Engineers Gate Manager
New York
-$1.8M -62,781 Closed
HIM
171
Hillsdale Investment Management
Ontario, Canada
-$1.47M -51,200 Closed
JIR
172
James Investment Research
Ohio
-$1.46M -50,800 Closed
PM
173
Precept Management
Texas
-$1.15M -40,000 Closed
ACM
174
Ativo Capital Management
Illinois
-$1.12M -39,012 Closed
CIP
175
Convergence Investment Partners
Florida
-$1.11M -38,800 Closed