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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
101
Engineers Gate Manager
New York
$1.28M 34,115 +34,115 New
RI
102
Ridgewood Investments
New Jersey
$1.28M 54,791 – –
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M 33,944 +738 +2%
PFM
104
Premier Fund Managers
United Kingdom
$1.27M 34,100 – –
RJA
105
Raymond James & Associates
Florida
$1.23M 32,826 -390 -1%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$1.12M 29,930 +1,679 +6%
CS
107
Credit Suisse
Switzerland
$1.06M 28,186 +19,499 +224%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.04M 27,699 +13,894 +101%
Truist Financial
109
Truist Financial
North Carolina
$1.03M 27,542 +6,371 +30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$998K 26,600 +26,600 New
VOYA Investment Management
111
VOYA Investment Management
Georgia
$951K 25,345 -12,669 -33%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$950K 25,300 -300 -1%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$928K 24,723 +1,537 +7%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$886K 23,600 -400 -2%
AACP
115
Advantage Alpha Capital Partners
California
$879K 23,424 +23,424 New
Stifel Financial
116
Stifel Financial
Missouri
$877K 23,356 -14,646 -39%
MIM
117
MetLife Investment Management
New Jersey
$870K 23,184 -2,913 -11%
DADC
118
D.A. Davidson & Co
Montana
$838K 22,325 +3,607 +19%
AIA
119
Affinity Investment Advisors
California
$827K 22,026 +22,026 New
NSEDCP
120
NJ State Employees Deferred Compensation Plan
New Jersey
$788K 21,000 – –
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$769K 20,488 -826 -4%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$747K 19,909 -6,100 -23%
SFI
123
Susquehanna Fundamental Investments
Pennsylvania
$730K 19,442 +19,442 New
MSA
124
Mason Street Advisors
Wisconsin
$719K 19,156 -267 -1%
Citigroup
125
Citigroup
New York
$703K 18,729 +9,211 +97%
3 4
5
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