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Axos Financial
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Overview Fund Activity

260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+4
Holders Change %
+1.56%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
37
Increased
78
Reduced
104
Closed
33
Calls
$7.65M
Puts
$32.6M
Net Calls
-$24.9M
Net Calls Change
+$27.6M

Top Buyers

1
State Street
State Street
Massachusetts
$117M
2
DAM
Davis Asset Management
California
$56.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.16M
4
EIP
Epoch Investment Partners
New York
$36.9M
5
Millennium Management
Millennium Management
New York
$15.4M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$45.5M
2
BlackRock
BlackRock
New York
$333M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$246M
5
SCA
Stieven Capital Advisors
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
251
Gradient Investments
Minnesota
$947 – – –
SIC
252
SJS Investment Consulting
Ohio
$592 +$118 +3 +25%
DI
253
Disciplined Investments
Oklahoma
$552 – – –
TWC
254
TD Waterhouse Canada
Ontario, Canada
$477 – – –
Federated Hermes
255
Federated Hermes
Pennsylvania
$197 -$197 -5 -50%
CWA
256
Clearview Wealth Advisors
Oregon
$197 – – –
TWP
257
TFO Wealth Partners
Ohio
$118 – – –
MHR
258
Matthew Hamilton Rosenberg
$118 +$118 +3 New
Point72 Asset Management
259
Point72 Asset Management
Connecticut
$39 +$39 +1 New
State of New Jersey Common Pension Fund D
260
State of New Jersey Common Pension Fund D
New Jersey
– -$1.8M -48,843 Closed
Los Angeles Capital Management
261
Los Angeles Capital Management
California
– -$1.45M -39,350 Closed
Aviva
262
Aviva
United Kingdom
– -$1.34M -36,304 Closed
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
– -$937K -25,378 Closed
Voloridge Investment Management
264
Voloridge Investment Management
Florida
– -$891K -24,121 Closed
WEG
265
World Equity Group
Illinois
– -$338K -22,084 Closed
PFO
266
PMC FIG Opportunities
Israel
– -$628K -17,000 Closed
PAM
267
Panagora Asset Management
Massachusetts
– -$588K -15,931 Closed
HIM
268
Hillsdale Investment Management
Ontario, Canada
– -$557K -15,100 Closed
PCM
269
Prelude Capital Management
New York
– -$534K -14,465 Closed
TI
270
Trexquant Investment
Connecticut
– -$380K -10,300 Closed
QC
271
Quadrature Capital
United Kingdom
– -$375K -10,153 Closed
AC
272
AXQ Capital
New Jersey
– -$355K -9,610 Closed
Verition Fund Management
273
Verition Fund Management
Connecticut
– -$313K -8,489 Closed
ZCM
274
Ziegler Capital Management
Illinois
– -$270K -7,318 Closed
HW
275
Hancock Whitney
Mississippi
– -$233K -6,322 Closed
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