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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
226
Tarbox Family Office
California
$4K – – –
AWA
227
Arkadios Wealth Advisors
Georgia
$3K +$3K +68 New
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
AIG
229
American International Group
New York
$1.7K -$49 -1,052 -3%
GI
230
Gradient Investments
Minnesota
$1K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +31 New
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$571 -$603 -13,000 -51%
PP
233
Prudential plc
United Kingdom
– -$14.4M -307,100 Closed
State of New Jersey Common Pension Fund D
234
State of New Jersey Common Pension Fund D
New Jersey
– -$2.49M -52,874 Closed
EGM
235
Engineers Gate Manager
New York
– -$1.77M -37,662 Closed
HighTower Advisors
236
HighTower Advisors
Illinois
– -$1.48M -31,428 Closed
ACM
237
AlphaCrest Capital Management
New York
– -$560K -11,906 Closed
Group One Trading
238
Group One Trading
Illinois
– -$412K -8,770 Closed
Tudor Investment Corp
239
Tudor Investment Corp
Connecticut
– -$309K -6,582 Closed
SM
240
Sciencast Management
New Jersey
– -$305K -6,395 Closed
AQR Capital Management
241
AQR Capital Management
Connecticut
– -$256K -5,443 Closed
LIA
242
LS Investment Advisors
Michigan
– -$235K -4,998 Closed
VF
243
Virtu Financial
New York
– -$217K -4,616 Closed
BCM
244
Bayesian Capital Management
New York
– -$203K -4,309 Closed
6M
245
6 Meridian
Kansas
– -$200K -4,260 Closed
UFF
246
USA Financial Formulas
Michigan
– -$171K -3,641 Closed
SFS
247
Sowell Financial Services
Arkansas
– -$136K -2,933 Closed
Lazard Asset Management
248
Lazard Asset Management
New York
– -$55K -1,189 Closed
QT
249
Quantbot Technologies
New York
– -$23K -504 Closed
VCM
250
Versant Capital Management
Arizona
– -$13K -283 Closed
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10
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