AX icon

Axos Financial
AX

Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Ategra Capital Management
Virginia
$4.71M 125,558 -25,367 -17%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$4.62M 123,039 -6,696 -5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.55M 121,100 -600 -0.5%
Prudential Financial
54
Prudential Financial
New Jersey
$4.3M 114,509 -90,485 -44%
BFA
55
Bragg Financial Advisors
North Carolina
$4.28M 113,962 +415 +0.4%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.27M 113,636 -980 -0.9%
CTA
57
Carillon Tower Advisers
Florida
$3.67M 97,642 -4,700 -5%
Bank of America
58
Bank of America
North Carolina
$3.4M 90,456 +20,088 +29%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.31M 88,312 +52 +0.1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.25M 86,536 -1,539 -2%
KCM
61
Kennedy Capital Management
Missouri
$3.18M 84,650 -151,878 -64%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$3.15M 83,843 -6,530 -7%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$3.02M 80,404 -8,445 -10%
American Century Companies
64
American Century Companies
Missouri
$2.99M 79,765 +13,248 +20%
Nomura Asset Management
65
Nomura Asset Management
Japan
$2.96M 79,000 +79,000 New
DA
66
Denali Advisors
California
$2.9M 77,300 +8,400 +12%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$2.89M 77,100 -3,200 -4%
First Trust Advisors
68
First Trust Advisors
Illinois
$2.77M 73,850 +29,123 +65%
APG Asset Management
69
APG Asset Management
Netherlands
$2.6M 84,800 +84,800 New
GC
70
Gratus Capital
Georgia
$2.58M 68,683 -5,500 -7%
CSS
71
Cubist Systematic Strategies
Connecticut
$2.46M 65,627 +40,953 +166%
Jennison Associates
72
Jennison Associates
New York
$2.31M 61,560 +31,713 +106%
Comerica Bank
73
Comerica Bank
Texas
$2.26M 54,130 -322 -0.6%
Barclays
74
Barclays
United Kingdom
$2.21M 58,812 -6,828 -10%
EIM
75
Essex Investment Management
Massachusetts
$2.19M 58,396 -1,228 -2%
1 2
3
4 5