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Axos Financial
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Overview Fund Activity

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$61.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13M
4
Millennium Management
4
Millennium Management
New York
$8.22M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600K
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
RA
3
Royce & Associates
New York
$8.24M
4
OCM
4
Osterweis Capital Management
California
$0
5
State Street
5
State Street
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$9.16M +$198K +7,169 +2%
STB
27
S&T Bank
Pennsylvania
$9.13M +$178K +6,401 +2%
RA
28
Royce & Associates
New York
$8.24M -$4.2M -151,756 -34%
SCA
29
Stieven Capital Advisors
Missouri
$8.23M +$373K +13,500 +5%
Millennium Management
30
Millennium Management
New York
$8.22M +$5.82M +210,630 +244%
FG
31
Formula Growth
Quebec, Canada
$7.82M +$5.74M +207,471 +276%
ACM
32
Ategra Capital Management
Virginia
$7.29M – – –
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$6.84M +$5.79M +209,229 +549%
KCM
34
Kennedy Capital Management
Missouri
$6.74M -$336K -12,135 -5%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$6.72M +$101K +3,667 +2%
PCM
36
Peregrine Capital Management
Minnesota
$6.05M -$1.39M -50,302 -19%
Goldman Sachs
37
Goldman Sachs
New York
$6.01M +$3.07M +111,136 +105%
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.9M -$690K -24,955 -10%
DAM
39
Davis Asset Management
California
$5.49M – – –
SI
40
Scout Investments
Missouri
$5.41M -$380K -13,732 -7%
FAM
41
Fred Alger Management
New York
$5.4M -$1.1M -39,784 -17%
PPA
42
Parametric Portfolio Associates
Washington
$5.25M +$631K +22,802 +14%
Deutsche Bank
43
Deutsche Bank
Germany
$5.21M -$1.07M -38,708 -17%
AllianceBernstein
44
AllianceBernstein
Tennessee
$5.12M -$291K -10,540 -5%
EIM
45
Essex Investment Management
Massachusetts
$4.96M -$277K -10,034 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.82M +$101K +3,661 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.51M +$629K +22,762 +16%
QI
48
QS Investors
New York
$4.44M – – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.17M +$645K +23,341 +18%
Legal & General Group
50
Legal & General Group
United Kingdom
$3.98M +$47.2K +1,707 +1%
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