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Axos Financial
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Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$244M
2
BlackRock
BlackRock
New York
$338M
3
Goldman Sachs
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
DAM
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
Fred Alger Management
New York
$41.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Schubert & Co
Texas
$1.45K -$191 -5 -12%
GI
227
Gradient Investments
Minnesota
$917 – – –
TWP
228
TFO Wealth Partners
Ohio
$830 +$830 +5 New
CA
229
CoreCap Advisors
Michigan
$803 +$803 +21 New
MWM
230
MinichMacGregor Wealth Management
New York
$764 +$764 +20 New
CTC
231
Central Trust Company
Missouri
$726 – – –
SIC
232
SJS Investment Consulting
Ohio
$650 -$153 -4 -19%
DI
233
Disciplined Investments
Oklahoma
$535 +$191 +5 +56%
AF
234
Advisornet Financial
Minnesota
$459 +$459 +12 New
TAM
235
Tucker Asset Management
Colorado
$429 – – –
Federated Hermes
236
Federated Hermes
Pennsylvania
$382 -$2.87M -75,125 -100%
ASN
237
Advisory Services Network
Georgia
$344 +$344 +9 New
ECM
238
Everence Capital Management
Indiana
$328 – – –
MCC
239
Money Concepts Capital
Florida
$268 +$268 +7 New
CWA
240
Clearview Wealth Advisors
Oregon
$191 – – –
Aberdeen Group
241
Aberdeen Group
United Kingdom
– -$13.9M -405,000 Closed
Robeco Institutional Asset Management
242
Robeco Institutional Asset Management
Netherlands
– -$5.14M -150,000 Closed
State of New Jersey Common Pension Fund D
243
State of New Jersey Common Pension Fund D
New Jersey
– -$1.88M -54,768 Closed
ACM
244
AlphaCrest Capital Management
New York
– -$1.63M -47,722 Closed
Arrowstreet Capital
245
Arrowstreet Capital
Massachusetts
– -$1.5M -43,884 Closed
OQS
246
Occudo Quantitative Strategies
Florida
– -$1.33M -38,980 Closed
DTL
247
Dynamic Technology Lab
Singapore
– -$1.3M -37,900 Closed
SSA
248
Schonfeld Strategic Advisors
New York
– -$1.09M -31,836 Closed
PP
249
PDT Partners
New York
– -$1.06M -30,919 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$969K -28,300 Closed
7 8 9
10
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