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Axos Financial
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Overview Fund Activity

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$37.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$8.59M
5
State Street
5
State Street
Massachusetts
$101M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$6.94M
2
FAM
2
Fred Alger Management
New York
$42.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$20.9M
4
FP
4
Foundry Partners
Minnesota
$4.85M
5
RA
5
Royce & Associates
New York
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
251
Ellsworth Advisors
Ohio
– – -8,999 Closed
IA
252
IndexIQ Advisors
New York
– – -8,983 Closed
GCP
253
GSA Capital Partners
United Kingdom
– – -6,457 Closed
BC
254
Barnett & Company
Tennessee
– – -6,150 Closed
EGM
255
Engineers Gate Manager
New York
– – -5,943 Closed
Qube Research & Technologies (QRT)
256
Qube Research & Technologies (QRT)
United Kingdom
– – -5,249 Closed
SF
257
Synovus Financial
Georgia
– – -5,000 Closed
PHK
258
Point72 Hong Kong
Hong Kong
– – -3,182 Closed
HMS
259
Hanseatic Management Services
New Mexico
– – -1,952 Closed
EVM
260
Eaton Vance Management
Massachusetts
– – -1,259 Closed
CWS
261
Confluence Wealth Services
Pennsylvania
– – -411 Closed
CCM
262
Chilton Capital Management
Texas
– – -284 Closed
Bank Julius Baer & Co
263
Bank Julius Baer & Co
Switzerland
– – -112 Closed
TC
264
Truvestments Capital
Florida
– – -110 Closed
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
– – -72 Closed
CA
266
CoreCap Advisors
Michigan
– – -31 Closed
MFAM
267
Motley Fool Asset Management
Virginia
– – -28 Closed
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$0 10 -27 -73%
LWA
269
Lenox Wealth Advisors
New York
– – -20 Closed
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
– – – –
BCM
271
Bluefin Capital Management
New York
– – – –
CM
272
Caption Management
Oklahoma
– – – –
CWA
273
Clearview Wealth Advisors
Oregon
$0 5 – –
PI
274
PEAK6 Investments
Illinois
– – – –
HNB
275
Huntington National Bank
Ohio
$0 1 – –
8 9 10
11
12