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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$4K +$4K +107 New
TFO
227
Tarbox Family Office
California
$3K – – –
LC
228
Lindbrook Capital
California
$3K – – –
AIG
229
American International Group
New York
$1.43K -$51 -1,355 -3%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$1.09K +$1.09K +29 New
GI
231
Gradient Investments
Minnesota
$1K – – –
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PCG
233
Private Capital Group
Connecticut
$1K – – –
BC
234
Bartlett & Co
Ohio
$1K +$1K +29 New
Renaissance Technologies
235
Renaissance Technologies
New York
– -$4.02M -172,400 Closed
MG
236
Magnolia Group
Nebraska
– -$3.69M -158,434 Closed
Marshall Wace
237
Marshall Wace
United Kingdom
– -$1.35M -57,910 Closed
RHCA
238
Rosenthal Henry Capital Advisors
Indiana
– -$961K -41,212 Closed
FFA
239
First Foundation Advisors
California
– -$559K -24,000 Closed
HF
240
HRT Financial
New York
– -$478K -20,525 Closed
MIH
241
Meitav Investment House
Israel
– -$420K -18,000 Closed
AIMCA
242
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$392K -16,800 Closed
PF
243
Phoenix Financial
Israel
– -$330K -14,950 Closed
BPM
244
Bowling Portfolio Management
Ohio
– -$322K -13,817 Closed
PP
245
Paloma Partners
Connecticut
– -$314K -13,455 Closed
PAM
246
Private Asset Management
California
– -$279K -11,952 Closed
GT
247
Glenmede Trust
Pennsylvania
– -$78K -3,361 Closed
HR
248
Howe & Rusling
New York
– -$64K -2,752 Closed
FFA
249
Founders Financial Alliance
North Carolina
– -$19K -800 Closed
LF
250
Lee Financial
Texas
– -$12K -500 Closed
7 8 9
10
11