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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
74
Reduced
82
Closed
25
Calls
$3.03M
Puts
$620K
Net Calls
+$2.41M
Net Calls Change
-$2.71M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$33.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
BlackRock
4
BlackRock
New York
$489M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$4.21M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$33.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$795K
3
EIP
3
Epoch Investment Partners
New York
$46.7M
4
BCM
4
Basswood Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
101
B. Metzler seel. Sohn & Co
Germany
$1.54M -$864K -15,597 -36%
Millennium Management
102
Millennium Management
New York
$1.53M -$852K -15,243 -36%
AB
103
Amalgamated Bank
New York
$1.45M -$21.3K -381 -1%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$1.45M +$11.2K +200 +0.8%
AACP
105
Advantage Alpha Capital Partners
California
$1.41M +$262K +4,680 +23%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$1.39M -$11.2K -200 -0.8%
Squarepoint
107
Squarepoint
New York
$1.37M -$77K -1,377 -5%
DADC
108
D.A. Davidson & Co
Montana
$1.37M +$146K +2,607 +12%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.34M – – –
RI
110
Ridgewood Investments
New Jersey
$1.32M -$5.59K -100 -0.4%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.27M -$26.4K -472 -2%
UBS Group
112
UBS Group
Switzerland
$1.2M +$525K +9,391 +78%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$1.19M +$19.1K +341 +2%
NSEDCP
114
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M – – –
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.16M -$3.3K -59 -0.3%
LPL Financial
116
LPL Financial
California
$1.15M +$37.2K +665 +3%
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$1.14M -$4.8M -85,817 -81%
SCC
118
Second Curve Capital
Pennsylvania
$1.12M +$1.12M +20,000 New
MIM
119
MetLife Investment Management
New Jersey
$1.09M -$81.2K -1,452 -7%
Man Group
120
Man Group
United Kingdom
$1.09M – – –
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$1.07M +$374K +6,691 +54%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$1.07M -$1.65M -29,600 -61%
First Eagle Investment Management
123
First Eagle Investment Management
New York
$1.06M +$839K +15,000 +378%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.06M +$38K +680 +4%
Osaic Holdings
125
Osaic Holdings
Arizona
$974K +$255K +4,556 +35%
3 4
5
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