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Axos Financial
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Overview Fund Activity

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
1
CCG Wealth Management
California
$12M
2
Millennium Management
2
Millennium Management
New York
$21.3M
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66M
5
FAM
5
Fred Alger Management
New York
$40.2M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$13.9M
2
WA
2
Wasatch Advisors
Utah
$47M
3
State Street
3
State Street
Massachusetts
$71.2M
4
OCM
4
Orchard Capital Management
Illinois
$10.7M
5
RHJA
5
Rice Hall James & Associates
California
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$14.3M +$1.67M +48,750 +13%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$13.9M -$12.6M -369,351 -48%
RI
28
Redwood Investments
Massachusetts
$13.3M -$3.15M -91,893 -19%
CWM
29
CCG Wealth Management
California
$12M +$12M +350,244 New
Principal Financial Group
30
Principal Financial Group
Iowa
$11.2M -$125K -3,641 -1%
OCM
31
Orchard Capital Management
Illinois
$10.7M -$5.38M -157,121 -34%
American Century Companies
32
American Century Companies
Missouri
$10.4M +$892K +26,061 +9%
RA
33
Royce & Associates
New York
$8.88M +$147K +4,300 +2%
SCA
34
Stieven Capital Advisors
Missouri
$8.61M +$1.03M +30,000 +14%
ACM
35
Ategra Capital Management
Virginia
$8.02M +$3.1M +90,553 +63%
SI
36
Scout Investments
Missouri
$7.11M -$201K -5,886 -3%
CSS
37
Cubist Systematic Strategies
Connecticut
$7.1M +$2.43M +71,031 +52%
Goldman Sachs
38
Goldman Sachs
New York
$7M +$2.63M +76,905 +60%
Bank of America
39
Bank of America
North Carolina
$6.84M +$762K +22,273 +13%
STB
40
S&T Bank
Pennsylvania
$5.91M -$96.3K -2,814 -2%
Invesco
41
Invesco
Georgia
$5.9M -$298K -8,694 -5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$5.74M -$1.54M -44,902 -21%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.72M +$207K +6,056 +4%
Fidelity International
44
Fidelity International
Bermuda
$5.38M -$392K -11,442 -7%
Legal & General Group
45
Legal & General Group
United Kingdom
$5.32M -$108K -3,163 -2%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$5.14M -$1.37M -40,000 -21%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$4.87M +$1.34M +39,096 +38%
RJA
48
Raymond James & Associates
Florida
$4.6M -$1.54M -44,861 -25%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.36M +$24K +700 +0.6%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$4.26M -$778K -22,731 -15%
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