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Axcelis

327 hedge funds and large institutions have $2.2B invested in Axcelis in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 85 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 25

167% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $6.26M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $1.72B → $2.2B (+$484M)

14% more funds holding

Funds holding: 287327 (+40)

3.14% more ownership

Funds ownership: 86.03%89.17% (+3.1%)

31% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 123

Holders
327
Holders Change
+40
Holders Change %
+13.94%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
70
Increased
85
Reduced
123
Closed
25
Calls
$16.7M
Puts
$6.26M
Net Calls
+$10.4M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
201
Intrust Bank
Kansas
$359K +$42.8K +608 +16%
PFG
202
PAX Financial Group
Texas
$355K +$315K +4,472 New
TRCT
203
Tower Research Capital (TRC)
New York
$330K -$30.4K -431 -9%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$330K +$28.5K +404 +11%
HCM
205
HMS Capital Management
Tennessee
$326K -$3.17K -45 -1%
AAS
206
Avantax Advisory Services
Texas
$325K -$33.8K -480 -11%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$324K -$13.5K -191 -5%
XT
208
XTX Topco
Cayman Islands
$320K +$284K +4,036 New
GCM
209
Gallacher Capital Management
Colorado
$320K +$284K +4,028 New
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$320K +$38.2K +542 +16%
PAMS
211
Pictet Asset Management (Switzerland)
Switzerland
$313K +$278K +3,940 New
SOW
212
State of Wyoming
Wyoming
$302K +$47.6K +675 +22%
DADC
213
D.A. Davidson & Co
Montana
$302K +$21.1K +300 +9%
Squarepoint
214
Squarepoint
New York
$300K +$266K +3,776 New
SS
215
Simplicity Solutions
Minnesota
$299K -$34.7K -492 -12%
EIM
216
Essex Investment Management
Massachusetts
$296K
WG
217
Winton Group
United Kingdom
$295K -$8.45K -120 -3%
FRM
218
Fox Run Management
Connecticut
$294K +$261K +3,708 New
Baird Financial Group
219
Baird Financial Group
Wisconsin
$292K -$5.64K -80 -2%
AIP
220
Ameritas Investment Partners
Nebraska
$274K
Citadel Advisors
221
Citadel Advisors
Florida
$253K -$95.5K -1,355 -30%
GVAG
222
Great Valley Advisor Group
Delaware
$252K +$223K +3,171 New
TI
223
Trexquant Investment
Connecticut
$247K -$76.8K -1,090 -26%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$246K +$218K +3,101 New
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$243K +$215K +3,056 New