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Axos Financial
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Overview Fund Activity

152 hedge funds and large institutions have $777M invested in Axos Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 34 closing their positions.

Holders
152
Holders Change
-20
Holders Change %
-11.63%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
50
Reduced
59
Closed
34
Calls
$19.3M
Puts
$29.9M
Net Calls
-$10.6M
Net Calls Change
-$2.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.6M
2
TCM
2
TimesSquare Capital Management
New York
$33.9M
3
PM
3
Pembroke Management
Quebec, Canada
$43.6M
4
SFM
4
Systematic Financial Management
New Jersey
$10.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$8.36M

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$6.24M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$39.7M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
TCP
4
TAMRO Capital Partners
Virginia
$27.5M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$7.73M 106,282 -47,430 -31%
PI
27
Putnam Investments
Massachusetts
$7.28M 100,138 -185 -0.2%
OAM
28
Oberweis Asset Management
Illinois
$7.17M 98,668 -10,445 -10%
VOAM
29
Vertex One Asset Management
British Columbia, Canada
$6.24M 85,876 – –
GGHC
30
Gilder Gagnon Howe & Co
New York
$6.24M 85,799 -203,904 -70%
Principal Financial Group
31
Principal Financial Group
Iowa
$5.7M 78,340 +259 +0.3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$5.46M 75,062 +2,957 +4%
1CM
33
1492 Capital Management
Wisconsin
$5.14M 70,636 -1,176 -2%
AIMCA
34
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.86M 66,900 +66,900 New
B
35
Baird
Wisconsin
$4.33M 59,610 +452 +0.8%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$4.24M 58,300 -5,100 -8%
Deutsche Bank
37
Deutsche Bank
Germany
$4.11M 56,576 -4,351 -7%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.11M 56,500 -6,100 -10%
Ameriprise
39
Ameriprise
Minnesota
$3.99M 54,925 +2,335 +4%
TCIM
40
TIAA CREF Investment Management
New York
$3.91M 53,765 -1,050 -2%
NFA
41
Nationwide Fund Advisors
Ohio
$3.53M 48,503 -1,801 -4%
BIM
42
BlackRock Investment Management
Delaware
$3.35M 46,050 +442 +1%
RHJA
43
Rice Hall James & Associates
California
$2.92M 40,180 +11,599 +41%
Charles Schwab
44
Charles Schwab
California
$2.64M 36,227 +734 +2%
SAS
45
Spectrum Advisory Services
Georgia
$2.56M 35,211 – –
CIP
46
Convergence Investment Partners
Florida
$2.53M 34,725 +22,070 +174%
Prudential Financial
47
Prudential Financial
New Jersey
$2.5M 34,407 -1,911 -5%
RJA
48
Raymond James & Associates
Florida
$2.46M 33,856 -300 -0.9%
ERSOT
49
Employees Retirement System of Texas
Texas
$2.18M 30,000 – –
Morgan Stanley
50
Morgan Stanley
New York
$2.17M 29,894 -7,926 -21%
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