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Axos Financial
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Overview Fund Activity

230 hedge funds and large institutions have $1.6B invested in Axos Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
80
Reduced
79
Closed
49
Calls
$19.5M
Puts
$54.7M
Net Calls
-$35.2M
Net Calls Change
+$2.63M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$47.2M
2
BlackRock
2
BlackRock
New York
$300M
3
APG Asset Management
3
APG Asset Management
Netherlands
$24.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$12.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$229M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
PM
3
Pembroke Management
Quebec, Canada
$0
4
DAM
4
Davis Asset Management
California
$6.96M
5
QI
5
QS Investors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Edge Wealth Management
New York
$1K +$1K +6 New
EA
227
Emerald Advisers
Pennsylvania
– -$29.2M -713,973 Closed
EMFAT
228
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$26.9M -657,762 Closed
PM
229
Pembroke Management
Quebec, Canada
– -$23.1M -565,436 Closed
QI
230
QS Investors
New York
– -$9.46M -231,215 Closed
PPA
231
Parametric Portfolio Associates
Washington
– -$8.31M -203,023 Closed
Russell Investments Group
232
Russell Investments Group
United Kingdom
– -$6.94M -169,749 Closed
Voloridge Investment Management
233
Voloridge Investment Management
Florida
– -$3.34M -81,748 Closed
LCG
234
Lisanti Capital Growth
New York
– -$2.1M -51,375 Closed
UBS AM
235
UBS AM
Illinois
– -$1.6M -39,048 Closed
EF
236
Empowered Funds
Pennsylvania
– -$1.57M -38,409 Closed
Man Group
237
Man Group
United Kingdom
– -$1.49M -36,456 Closed
Nomura Asset Management
238
Nomura Asset Management
Japan
– -$1.45M -35,350 Closed
CCS
239
Crosspoint Capital Strategies
California
– -$1.43M -34,964 Closed
CSA
240
Cottage Street Advisors
Massachusetts
– -$1.4M -34,200 Closed
GCP
241
GSA Capital Partners
United Kingdom
– -$1.28M -31,200 Closed
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
– -$1.04M -25,515 Closed
BIA
243
Bigelow Investment Advisors
Maine
– -$922K -22,530 Closed
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
– -$869K -21,239 Closed
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
– -$849K -20,800 Closed
IIA
246
IPG Investment Advisors
California
– -$634K -15,500 Closed
TYCC
247
Texas Yale Capital Corp
Florida
– -$611K -14,925 Closed
BL
248
BFSG LLC
California
– -$459K -11,209 Closed
AA
249
ALPS Advisors
Colorado
– -$449K -10,984 Closed
AB
250
Amalgamated Bank
New York
– -$393K -9,612 Closed
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10
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