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Axcelis

377 hedge funds and large institutions have $3.86B invested in Axcelis in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 111 increasing their positions, 141 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 32

75% more capital invested

Capital invested by funds: $2.2B → $3.86B (+$1.66B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more funds holding

Funds holding: 327377 (+50)

0.35% less ownership

Funds ownership: 89.17%88.82% (-0.35%)

11% less call options, than puts

Call options by funds: $31.7M | Put options by funds: $35.6M

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 141

Holders
377
Holders Change
+50
Holders Change %
+15.29%
% of All Funds
6.01%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
83
Increased
111
Reduced
141
Closed
32
Calls
$31.7M
Puts
$35.6M
Net Calls
-$3.88M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$724M +$14.6M +124,057 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M +$60.1M +511,660 +17%
Primecap Management
3
Primecap Management
California
$155M -$12.9M -110,080 -9%
State Street
4
State Street
Massachusetts
$147M +$1.08M +9,186 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$139M +$218K +1,859 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$137M -$42.1M -357,985 -26%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$121M -$22.8M -193,819 -18%
Invesco
8
Invesco
Georgia
$99.7M +$26.5M +225,235 +43%
DCM
9
Driehaus Capital Management
Illinois
$97.1M -$47.6M -404,816 -36%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$85M +$2.99M +25,425 +4%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$81M +$33.6M +286,195 +89%
Ameriprise
12
Ameriprise
Minnesota
$75.6M +$51.6M +439,443 +344%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$68.7M -$320K -2,724 -0.5%
HRCM
14
Hood River Capital Management
Florida
$53.9M +$27.8M +236,483 +140%
Goldman Sachs
15
Goldman Sachs
New York
$52.6M +$3.37M +28,667 +8%
Morgan Stanley
16
Morgan Stanley
New York
$51.5M +$3.53M +30,075 +8%
Northern Trust
17
Northern Trust
Illinois
$50.5M +$580K +4,934 +1%
Charles Schwab
18
Charles Schwab
California
$43.3M -$1.26M -10,729 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37.8M -$1.52M -12,947 -4%
SM
20
Senvest Management
New York
$37.7M -$177M -1,503,628 -84%
OAM
21
Oberweis Asset Management
Illinois
$36.2M -$888K -7,560 -3%
NPIC
22
Neumeier Poma Investment Counsel
California
$34.4M -$686K -5,835 -2%
WRCM
23
Whale Rock Capital Management
Massachusetts
$33.5M +$29.5M +251,165 New
LSV Asset Management
24
LSV Asset Management
Illinois
$32.7M -$6.36M -54,100 -18%
Prudential Financial
25
Prudential Financial
New Jersey
$30.7M +$21.6M +183,822 +394%

ACLS Hedge Fund Activity: Q1 2023 in Review

377 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q1 2023, worth a combined $3.86B — up 75% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new ACLS positions and 32 closed out — a net gain of 51 holders — while 111 added to existing stakes and 141 trimmed.

The largest buyer was Vanguard Group, adding an estimated $60.1M. The largest seller was Senvest Management, cutting an estimated $177M.

  • 377 institutional investors held Axcelis (ACLS) as of Q1 2023, up from 327 in Q4 2022.
  • Funds reported $3.86B of Axcelis stock for Q1 2023, up 75% quarter-over-quarter.
  • 83 funds opened new Axcelis positions in Q1 2023 and 32 closed out, a net change of +51 holders.
  • The largest Axcelis buyer in Q1 2023 was Vanguard Group, an estimated $60.1M added.
  • The largest Axcelis seller in Q1 2023 was Senvest Management, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.