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Axos Financial
AX

Overview Fund Activity

333 hedge funds and large institutions have $3B invested in Axos Financial in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
109
Reduced
115
Closed
39
Calls
$51M
Puts
$69.4M
Net Calls
-$18.5M
Net Calls Change
+$4.33M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$382M
2
WA
Wasatch Advisors
Utah
$72.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.6M
4
State Street
State Street
Massachusetts
$200M
5
Invesco
Invesco
Georgia
$28.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.7M
2
RHJA
Rice Hall James & Associates
California
$4.96M
3
Lazard Asset Management
Lazard Asset Management
New York
$8.91M
4
MGP
M&G plc
United Kingdom
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$8.98M -$751K -11,951 -8%
Barclays
52
Barclays
United Kingdom
$8.97M +$2.21M +35,087 +33%
Lazard Asset Management
53
Lazard Asset Management
New York
$8.91M -$9.8M -155,953 -52%
OCM
54
Orchard Capital Management
Illinois
$8.57M -$1.12M -18,047 -12%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$8.45M -$1.46M -23,152 -15%
Rafferty Asset Management
56
Rafferty Asset Management
New York
$8.34M -$1.51M -24,079 -15%
UBS Group
57
UBS Group
Switzerland
$7.65M -$350K -5,573 -4%
RA
58
Royce & Associates
New York
$7.36M -$705K -11,207 -9%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.22M +$208K +3,300 +3%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$6.99M -$526K -8,362 -7%
SI
61
Scout Investments
Missouri
$6.96M -$1.12M -17,526 -14%
RJA
62
Raymond James & Associates
Florida
$6.91M +$1.58M +25,158 +30%
Renaissance Technologies
63
Renaissance Technologies
New York
$6.84M +$1.26M +19,963 +22%
Swiss National Bank
64
Swiss National Bank
Switzerland
$6.65M -$37.7K -600 -0.6%
EP
65
Edgestream Partners
New Jersey
$6.58M +$3.2M +50,893 +95%
BCM
66
Bridgeway Capital Management
Texas
$6.47M -$484K -7,700 -7%
KIM
67
Kestrel Investment Management
California
$6.44M +$347K +5,600 +6%
AQR Capital Management
68
AQR Capital Management
Connecticut
$6.4M -$1.26M -20,061 -16%
CI Investments Inc
69
CI Investments Inc
Ontario, Canada
$5.65M +$126 +2 +0%
STB
70
S&T Bank
Pennsylvania
$5.5M -$423K -6,722 -7%
UBS AM
71
UBS AM
Illinois
$5.5M -$861K -13,696 -14%
RHJA
72
Rice Hall James & Associates
California
$4.96M -$16M -255,056 -76%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$4.92M -$171K -2,716 -3%
QT
74
Quantbot Technologies
New York
$4.74M +$1.79M +28,526 +61%
SEI Investments
75
SEI Investments
Pennsylvania
$4.43M +$313K +4,985 +8%
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