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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% 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
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M +$25.6K +694 +2%
MIM
102
MetLife Investment Management
New Jersey
$1.12M +$12.3K +332 +1%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$1.12M -$406K -10,992 -27%
YCM
104
Yousif Capital Management
Michigan
$1.11M -$138K -3,750 -11%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$1.05M +$36.9K +1,000 +4%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$1.05M +$604K +16,353 +137%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$1.02M – – –
ADIM
108
Alpha DNA Investment Management
Maryland
$1.02M +$1.02M +27,556 New
Russell Investments Group
109
Russell Investments Group
United Kingdom
$1M +$19.2K +521 +2%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$941K -$739K -20,018 -44%
Citigroup
111
Citigroup
New York
$937K -$327K -8,847 -26%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$937K +$937K +25,378 New
CIC
113
Cornercap Investment Counsel
Georgia
$932K -$140K -3,797 -13%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$923K – – –
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$921K +$13.4K +362 +1%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$919K -$18.5K -500 -2%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$896K +$475K +12,874 +113%
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$891K -$2.69M -72,827 -75%
LPL Financial
119
LPL Financial
California
$888K -$340K -9,201 -28%
DADC
120
D.A. Davidson & Co
Montana
$880K -$23.4K -635 -3%
AB
121
Amalgamated Bank
New York
$850K -$79.7K -2,159 -9%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$848K +$3.14K +85 +0.4%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$824K -$4.58K -124 -0.6%
CQS
124
Credential Qtrade Securities
$822K +$16.7K +451 +2%
BWM
125
BerganKDV Wealth Management
Minnesota
$806K +$11.6K +313 +1%
3 4
5
6 7