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Axos Financial
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Overview Fund Activity

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

Top Buyers

1
State Street
1
State Street
Massachusetts
$117M
2
DAM
2
Davis Asset Management
California
$56.2M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.16M
4
EIP
4
Epoch Investment Partners
New York
$36.9M
5
Millennium Management
5
Millennium Management
New York
$15.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$45.5M
2
BlackRock
2
BlackRock
New York
$333M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$34.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$246M
5
SCA
5
Stieven Capital Advisors
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
76
Assenagon Asset Management
Luxembourg
$2.51M -$37K -937 -1%
Two Sigma Investments
77
Two Sigma Investments
New York
$2.49M -$1.56M -39,563 -39%
CSS
78
Cubist Systematic Strategies
Connecticut
$2.42M -$1.82M -46,065 -43%
COPPSERS
79
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M +$115K +2,927 +5%
First Trust Advisors
80
First Trust Advisors
Illinois
$2.32M -$100K -2,546 -4%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$2.16M +$786K +19,925 +57%
CS
82
Credit Suisse
Switzerland
$2.14M +$233K +5,900 +12%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$2.09M -$95.7K -2,352 -4%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$2.04M +$1.42K +36 +0.1%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$2.04M -$47.6K -1,206 -2%
VRS
86
Virginia Retirement Systems
Virginia
$2M +$252K +6,400 +14%
GC
87
Gratus Capital
Georgia
$1.93M -$36.2K -918 -2%
Lazard Asset Management
88
Lazard Asset Management
New York
$1.92M +$1.17M +29,699 +156%
EP
89
Edgestream Partners
New Jersey
$1.83M +$1.83M +46,413 New
TPSF
90
Texas Permanent School Fund
Texas
$1.83M -$61.8K -1,567 -3%
Canada Life
91
Canada Life
Manitoba, Canada
$1.82M -$198K -5,022 -10%
BRWA
92
B. Riley Wealth Advisors
Florida
$1.75M -$4.85K -123 -0.3%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$1.73M +$1.46M +37,024 +544%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$1.65M -$1.17M -29,700 -42%
UBS AM
95
UBS AM
Illinois
$1.64M – – –
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$1.54M -$31.6K -800 -2%
FG
97
Formula Growth
Quebec, Canada
$1.41M -$158K -4,000 -10%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.38M -$301K -7,623 -18%
EGM
99
Engineers Gate Manager
New York
$1.37M +$1.03M +26,187 +302%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$1.37M -$76.9K -1,951 -5%
2 3
4
5 6