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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$1.33M +$129K +2,500 +11%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$1.29M -$18.5K -359 -1%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.23M -$90.9K -1,763 -7%
RI
104
Ridgewood Investments
New Jersey
$1.22M – – –
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.19M +$1.91K +37 +0.2%
DADC
106
D.A. Davidson & Co
Montana
$1.13M +$27.8K +539 +3%
NSEDCP
107
NJ State Employees Deferred Compensation Plan
New Jersey
$1.08M – – –
LIC
108
Laurus Investment Counsel
Canada
$1.08M +$1.08M +16,550 New
MIM
109
MetLife Investment Management
New Jersey
$1.08M – – –
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$1.08M +$1.08M +21,006 New
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$1.07M -$5.15K -100 -0.5%
AACP
112
Advantage Alpha Capital Partners
California
$1.06M -$270K -5,247 -20%
LPL Financial
113
LPL Financial
California
$1.03M -$510K -9,888 -33%
Man Group
114
Man Group
United Kingdom
$1.01M – – –
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$940K -$26.3K -510 -3%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$921K -$1.12M -21,805 -55%
Stifel Financial
117
Stifel Financial
Missouri
$898K -$11.5K -223 -1%
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
$864K -$139K -2,687 -14%
Victory Capital Management
119
Victory Capital Management
Texas
$846K +$156K +3,022 +23%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$783K -$86K -1,669 -10%
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$778K +$129K +2,500 +20%
OAM
122
Oppenheimer Asset Management
New York
$758K +$29.8K +577 +4%
VHAM
123
Van Hulzen Asset Management
California
$753K -$4.54K -88 -0.6%
ASRS
124
Arizona State Retirement System
Arizona
$748K +$3.55K +69 +0.5%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$746K – – –
3 4
5
6 7