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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
Gradient Investments
Minnesota
$1K – – –
BIA
227
Bell Investment Advisors
California
$1K +$1K +18 New
QT
228
Quantbot Technologies
New York
$1K +$1K +24 New
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$634 – – –
Nomura Asset Management
230
Nomura Asset Management
Japan
– -$4.88M -105,123 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
231
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$2.41M -51,878 Closed
PFM
232
Premier Fund Managers
United Kingdom
– -$1.59M -34,100 Closed
APG Asset Management
233
APG Asset Management
Netherlands
– -$1.21M -30,900 Closed
California Public Employees Retirement System
234
California Public Employees Retirement System
California
– -$1.35M -28,994 Closed
AIA
235
Affinity Investment Advisors
California
– -$1.02M -22,016 Closed
OQS
236
Occudo Quantitative Strategies
Florida
– -$641K -13,821 Closed
FHB
237
First Hawaiian Bank
Hawaii
– -$546K -11,770 Closed
KBC Group
238
KBC Group
Belgium
– -$492K -10,592 Closed
PI
239
PEAK6 Investments
Illinois
– -$398K -8,585 Closed
E
240
Ergoteles
New York
– -$353K -7,600 Closed
CSS
241
Cubist Systematic Strategies
Connecticut
– -$344K -7,415 Closed
Citadel Advisors
242
Citadel Advisors
Florida
– -$309K -6,655 Closed
AA
243
ALPS Advisors
Colorado
– -$303K -6,533 Closed
BC
244
Bridgefront Capital
Texas
– -$204K -4,405 Closed
PHK
245
Point72 Hong Kong
Hong Kong
– -$20K -423 Closed
CFGS
246
Concourse Financial Group Securities
Alabama
– -$14K -300 Closed
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
– -$1K -31 Closed
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