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Axos Financial

260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+4
Holders Change %
+1.56%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
78
Reduced
104
Closed
33
Calls
$7.65M
Puts
$32.6M
Net Calls
-$24.9M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5.17M +$122K +3,093 +2%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$5.12M -$1.81M -45,897 -26%
EA
53
Emerald Advisers
Pennsylvania
$5.02M +$2.37M +60,165 +90%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.98M +$3.55M +89,912 +248%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$4.89M +$4.89M +124,030 New
EMFAT
56
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.75M +$1.99M +50,468 +72%
Fidelity International
57
Fidelity International
Bermuda
$4.66M -$750K -19,018 -14%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.63M +$39.4K +1,000 +0.9%
Prudential Financial
59
Prudential Financial
New Jersey
$4.53M +$532K +13,494 +13%
KCM
60
Kennedy Capital Management
Missouri
$4.48M +$1.45M +36,744 +48%
Barclays
61
Barclays
United Kingdom
$4.48M +$2.19M +55,492 +95%
TC
62
TwinBeech Capital
New York
$4.06M +$4.06M +102,938 New
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$4M +$104K +2,641 +3%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.68M -$21.1K -535 -0.6%
Citigroup
65
Citigroup
New York
$3.52M +$2.52M +63,769 +251%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$3.45M +$1.82M +46,259 +113%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$3.23M -$1.54M -39,138 -32%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$3.12M -$494K -12,535 -14%
AllianceBernstein
69
AllianceBernstein
Tennessee
$3.12M -$974K -24,688 -24%
CIS
70
Connors Investor Services
Pennsylvania
$3.08M -$59.6K -1,511 -2%
First Eagle Investment Management
71
First Eagle Investment Management
New York
$3M +$2.41M +61,155 +408%
AG
72
Algert Global
California
$2.71M -$73.2K -1,855 -3%
BMSSC
73
B. Metzler seel. Sohn & Co
Germany
$2.62M +$1.31M +33,155 +100%
Deutsche Bank
74
Deutsche Bank
Germany
$2.59M -$2.12M -53,666 -45%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.55M -$166K -4,220 -6%