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Axos Financial
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Overview Fund Activity

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$44.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$16.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$16M
4
BlackRock
4
BlackRock
New York
$408M
5
Fidelity International
5
Fidelity International
Bermuda
$9.72M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$62.9M
2
Invesco
2
Invesco
Georgia
$8.25M
3
Northern Trust
3
Northern Trust
Illinois
$39.9M
4
STB
4
S&T Bank
Pennsylvania
$9.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
226
Tarbox Family Office
California
$4K – – –
LC
227
Lindbrook Capital
California
$4K – – –
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
AIG
229
American International Group
New York
$1.77K -$18 -378 -1%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$1.19K – – –
GI
231
Gradient Investments
Minnesota
$1K – – –
ADIM
232
Alpha DNA Investment Management
Maryland
$1K +$1K +31 New
Arrowstreet Capital
233
Arrowstreet Capital
Massachusetts
– -$6.97M -185,602 Closed
VC
234
Voss Capital
Texas
– -$5.07M -135,000 Closed
ACM
235
Ategra Capital Management
Virginia
– -$4.71M -125,558 Closed
DA
236
Denali Advisors
California
– -$2.9M -77,300 Closed
FPA
237
First Pacific Advisors
California
– -$1.93M -51,394 Closed
Voloridge Investment Management
238
Voloridge Investment Management
Florida
– -$1.9M -50,631 Closed
RCG
239
Rock Creek Group
District of Columbia
– -$1.57M -41,897 Closed
Millennium Management
240
Millennium Management
New York
– -$1.37M -36,501 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
241
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$998K -26,600 Closed
MSA
242
Mason Street Advisors
Wisconsin
– -$719K -19,156 Closed
BC
243
Bridgefront Capital
Texas
– -$470K -12,520 Closed
II
244
Inspire Investing
Idaho
– -$371K -9,885 Closed
BAM
245
Blueshift Asset Management
New Jersey
– -$344K -9,176 Closed
E
246
Ergoteles
New York
– -$335K -8,923 Closed
HSBC Holdings
247
HSBC Holdings
United Kingdom
– -$294K -7,793 Closed
BBHC
248
Brown Brothers Harriman & Co
New York
– -$245K -6,534 Closed
NL
249
NKCFO LLC
Illinois
– -$188K -5,000 Closed
APA
250
American Portfolios Advisors
New York
– -$188K -5,000 Closed
7 8 9
10
11