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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 %
Principal Financial Group
26
Principal Financial Group
Iowa
$18.4M 397,306 -20,627 -5%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$15.6M 336,800 -32,800 -9%
Morgan Stanley
28
Morgan Stanley
New York
$14M 301,745 +10,418 +4%
Millennium Management
29
Millennium Management
New York
$13.5M 291,900 +264,574 +968%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$13.4M 278,579 -30,020 -10%
PPA
31
Parametric Portfolio Associates
Washington
$12.8M 276,737 +4,861 +2%
RA
32
Royce & Associates
New York
$11.7M 253,114 -132,162 -34%
BFA
33
Bragg Financial Advisors
North Carolina
$10.1M 218,549 +1,857 +0.9%
American Century Companies
34
American Century Companies
Missouri
$10.1M 218,382 +55,570 +34%
SCA
35
Stieven Capital Advisors
Missouri
$10.1M 216,692 -3,300 -2%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$8.59M 185,138 +176,531 +2,051%
RJA
37
Raymond James & Associates
Florida
$8.5M 183,174 +60,729 +50%
Fidelity International
38
Fidelity International
Bermuda
$8.21M 177,054 -22,947 -11%
SI
39
Scout Investments
Missouri
$8.18M 176,338 -249 -0.1%
CI Investments Inc
40
CI Investments Inc
Ontario, Canada
$8.16M 175,817 -50,683 -22%
STB
41
S&T Bank
Pennsylvania
$8.13M 175,262 -15,531 -8%
BCM
42
Bridgeway Capital Management
Texas
$8.05M 173,510 -60,000 -26%
Invesco
43
Invesco
Georgia
$7.97M 171,904 -48,658 -22%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$7.52M 162,028 -26,907 -14%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.16M 154,343 -357 -0.2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$7.08M 152,692 +3,125 +2%
Bank of America
47
Bank of America
North Carolina
$7.06M 152,175 -62,159 -29%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$6.94M 149,606 -197,054 -57%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$5.9M 127,171 -4,302 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.87M 126,600 +9,000 +8%
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