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Axos Financial
AX

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.

New
Increased
Maintained
Reduced
Closed
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 %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$4.24M -$40.1K -1,172 -0.9%
Victory Capital Management
52
Victory Capital Management
Texas
$4.18M +$3.51M +102,468 +520%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$4.16M +$237K +6,923 +6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$3.7M +$630K +18,397 +21%
CIS
55
Connors Investor Services
Pennsylvania
$3.67M -$37.1K -1,084 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$3.66M -$3.47M -101,254 -49%
FP
57
Foundry Partners
Minnesota
$3.65M -$30.6K -895 -0.8%
BFA
58
Bragg Financial Advisors
North Carolina
$3.59M -$114K -3,319 -3%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.34M -$64.4K -1,880 -2%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$3.16M -$2.75M -80,422 -47%
AG
61
Algert Global
California
$2.84M +$1.74M +50,682 +157%
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$2.79M +$2.79M +81,577 New
GCM
63
Gator Capital Management
Florida
$2.7M – – –
First Trust Advisors
64
First Trust Advisors
Illinois
$2.65M +$799K +23,350 +43%
Prudential Financial
65
Prudential Financial
New Jersey
$2.64M -$25.4K -741 -1%
Deutsche Bank
66
Deutsche Bank
Germany
$2.64M -$194K -5,653 -7%
Renaissance Technologies
67
Renaissance Technologies
New York
$2.62M -$3.22M -94,100 -55%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$2.59M +$274K +8,016 +12%
KCM
69
Kennedy Capital Management
Missouri
$2.59M +$4.72K +138 +0.2%
Federated Hermes
70
Federated Hermes
Pennsylvania
$2.57M +$277K +8,089 +12%
Two Sigma Investments
71
Two Sigma Investments
New York
$2.42M +$1.22M +35,674 +102%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$2.36M -$52.6K -1,538 -2%
First Eagle Investment Management
73
First Eagle Investment Management
New York
$2.19M -$736K -21,500 -25%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$2.19M -$4.83M -141,074 -69%
EMFAT
75
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.12M – – –
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3
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