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Axos Financial
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Overview Fund Activity

175 hedge funds and large institutions have $1.09B invested in Axos Financial in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
26
Increased
78
Reduced
51
Closed
19
Calls
$15.7M
Puts
$75.5M
Net Calls
-$59.8M
Net Calls Change
-$39.4M

Top Buyers

1
GA
1
Geneva Advisors
Illinois
$14.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$12.3M
3
William Blair & Company
3
William Blair & Company
Illinois
$12.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$29.4M
5
Invesco
5
Invesco
Georgia
$8.51M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$35.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$21.5M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
AC
4
Ascend Capital
California
$5.93M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
126
ProShare Advisors
Maryland
$304K -$10.8K -464 -3%
Goldman Sachs
127
Goldman Sachs
New York
$302K -$251K -10,816 -45%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$293K +$9.58K +412 +3%
Barclays
129
Barclays
United Kingdom
$291K +$80.8K +3,484 +38%
DADC
130
D.A. Davidson & Co
Montana
$281K -$13.5K -584 -5%
OC
131
Oppenheimer & Co
New York
$278K +$278K +11,948 New
FPC
132
Falcon Point Capital
California
$273K +$273K +11,720 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$255K +$242K +10,384 +1,854%
CIM
134
CIM Investment Management
Pennsylvania
$247K – – –
SCM
135
Stevens Capital Management
Pennsylvania
$245K -$170K -7,316 -41%
MERSOM
136
Municipal Employees' Retirement System of Michigan
Michigan
$233K -$65.2K -2,800 -22%
MAA
137
Managed Account Advisors
New Jersey
$223K +$223K +9,584 New
Citigroup
138
Citigroup
New York
$216K -$417K -17,924 -66%
ZIM
139
Zacks Investment Management
Illinois
$216K +$216K +9,276 New
UBS Group
140
UBS Group
Switzerland
$213K -$89.5K -3,848 -30%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$203K +$203K +8,728 New
Legal & General Group
142
Legal & General Group
United Kingdom
$195K – – –
Canada Life
143
Canada Life
Manitoba, Canada
$193K -$36.3K -1,600 -16%
CMBA
144
C.M. Bidwell & Associates
Hawaii
$192K +$192K +8,260 New
QT
145
Quantbot Technologies
New York
$172K -$15.8K -680 -8%
MSA
146
Mason Street Advisors
Wisconsin
$164K +$7.91K +340 +5%
HNB
147
Huntington National Bank
Ohio
$154K -$27.1K -1,164 -15%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$148K +$130K +5,616 +735%
Federated Hermes
149
Federated Hermes
Pennsylvania
$123K +$123K +5,292 New
IPC
150
Independent Portfolio Consultants
Florida
$100K +$1.39K +60 +1%
4 5
6
7 8