We are live on ! Find out more
ACLS icon

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
ZIM
201
Zacks Investment Management
Illinois
$891K -$110K -795 -10%
MML Investors Services
202
MML Investors Services
Massachusetts
$881K +$613K +4,451 +190%
SWP
203
Stratos Wealth Partners
Ohio
$869K -$10.6K -77 -1%
Mariner
204
Mariner
Kansas
$859K +$510K +3,700 +127%
AR
205
Advisory Research
Illinois
$858K -$1.54M -11,149 -63%
MAM
206
Morse Asset Management
Connecticut
$823K -$178K -1,290 -17%
WAM
207
Wakefield Asset Management
Colorado
$770K +$81.2K +589 +11%
XT
208
XTX Topco
Cayman Islands
$741K +$389K +2,820 +98%
JWS
209
Juncture Wealth Strategies
Arizona
$728K -$261K -1,892 -25%
ECM
210
Everence Capital Management
Indiana
$724K – – –
BHCM
211
Brevan Howard Capital Management
Jersey
$724K +$769K +5,582 New
JCIA
212
Jackson Creek Investment Advisors
Colorado
$716K -$138 -1 -0%
PI
213
PEAK6 Investments
Illinois
$713K -$173K -1,254 -19%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$677K +$719K +5,219 New
Asset Management One
215
Asset Management One
Japan
$674K +$355K +2,575 +102%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$673K +$87.5K +635 +14%
SPS
217
Susquehanna Portfolio Strategies
Pennsylvania
$667K +$709K +5,143 New
YIH
218
Y-Intercept (HK)
Hong Kong
$660K +$56K +406 +9%
TSS
219
Two Sigma Securities
New York
$659K +$126K +914 +22%
P
220
Pitcairn
Pennsylvania
$654K +$1.79K +13 +0.3%
KCM
221
Kennedy Capital Management
Missouri
$649K -$2.1M -15,259 -75%
FCM
222
Firsthand Capital Management
California
$648K – – –
AAIS
223
ABN AMRO Investment Solutions
$643K +$683K +4,955 New
Aviva
224
Aviva
United Kingdom
$612K +$650K +4,718 New
MPM
225
Meritage Portfolio Management
Kansas
$591K +$33.4K +242 +6%
7 8
9
10 11

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.