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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$6.65M -$207K -4,016 -3%
RJA
52
Raymond James & Associates
Florida
$6.27M +$893K +17,318 +17%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$6.22M +$144K +2,797 +2%
Swiss National Bank
54
Swiss National Bank
Switzerland
$6.07M +$30.9K +600 +0.5%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.56M +$132K +2,560 +2%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$5.48M -$224K -4,347 -4%
AllianceBernstein
57
AllianceBernstein
Tennessee
$4.77M -$110K -2,130 -2%
Prudential Financial
58
Prudential Financial
New Jersey
$4.42M -$885K -17,177 -17%
SG Americas Securities
59
SG Americas Securities
New York
$4.37M +$4.19M +81,294 +2,321%
AIA
60
Avalon Investment & Advisory
Texas
$4.06M +$4.06M +78,828 New
KCM
61
Kennedy Capital Management
Missouri
$3.86M +$47K +912 +1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.84M -$214K -4,142 -5%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$3.63M +$314K +6,095 +9%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$3.52M +$974K +18,906 +38%
DA
65
Denali Advisors
California
$3.45M +$3.45M +67,000 New
EMFAT
66
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.2M – – –
UBS AM
67
UBS AM
Illinois
$3.18M +$349K +6,766 +12%
Goldman Sachs
68
Goldman Sachs
New York
$3.08M -$810K -15,717 -21%
First Trust Advisors
69
First Trust Advisors
Illinois
$3.05M -$2.8M -54,257 -48%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$2.95M +$1.76M +34,189 +148%
EIM
71
Essex Investment Management
Massachusetts
$2.69M – – –
GC
72
Gratus Capital
Georgia
$2.63M -$94.1K -1,825 -3%
Comerica Bank
73
Comerica Bank
Texas
$2.57M +$1.97K +37 +0.1%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$2.51M – – –
Canada Life
75
Canada Life
Manitoba, Canada
$2.39M +$108K +2,085 +5%
1 2
3
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