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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
51
Connors Investor Services
Pennsylvania
$6.05M -$32.8K -707 -0.5%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$5.47M +$235K +5,069 +4%
Swiss National Bank
53
Swiss National Bank
Switzerland
$5.44M -$181K -3,900 -3%
First Trust Advisors
54
First Trust Advisors
Illinois
$5.26M +$2.38M +51,369 +83%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$5.13M +$1.12M +24,148 +28%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.89M -$27.8K -600 -0.6%
Nomura Asset Management
57
Nomura Asset Management
Japan
$4.88M +$1.21M +26,123 +33%
RJA
58
Raymond James & Associates
Florida
$4.84M +$2.97M +64,023 +159%
Prudential Financial
59
Prudential Financial
New Jersey
$4.78M +$134K +2,881 +3%
AllianceBernstein
60
AllianceBernstein
Tennessee
$4.39M +$286K +6,173 +7%
TG
61
TCW Group
California
$4.27M -$4.86M -104,800 -53%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.65M -$355K -7,643 -9%
Deutsche Bank
63
Deutsche Bank
Germany
$3.52M -$100K -2,164 -3%
Goldman Sachs
64
Goldman Sachs
New York
$3.5M +$680K +14,664 +24%
KCM
65
Kennedy Capital Management
Missouri
$3.44M -$151K -3,251 -4%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$2.99M +$409K +8,824 +16%
EMFAT
67
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.88M +$2.88M +62,003 New
UBS AM
68
UBS AM
Illinois
$2.55M +$573K +12,355 +29%
GC
69
Gratus Capital
Georgia
$2.45M -$734K -15,819 -23%
EIM
70
Essex Investment Management
Massachusetts
$2.42M -$258K -5,564 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
71
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.41M -$566K -12,200 -19%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$2.4M +$63.6K +1,372 +3%
Jennison Associates
73
Jennison Associates
New York
$2.29M -$94.6K -2,038 -4%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$2.29M -$108K -2,333 -5%
CS
75
Credit Suisse
Switzerland
$2.29M -$302K -6,494 -12%
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