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Axos Financial
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Overview Fund Activity

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$61.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13M
4
Millennium Management
4
Millennium Management
New York
$8.22M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600K
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
RA
3
Royce & Associates
New York
$8.24M
4
OCM
4
Osterweis Capital Management
California
$0
5
State Street
5
State Street
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
126
Mason Street Advisors
Wisconsin
$500K +$2.43K +88 +0.5%
AG
127
Aperio Group
California
$492K +$35K +1,265 +8%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$475K – – –
PRCP
129
Pacific Ridge Capital Partners
Oregon
$461K +$461K +16,690 New
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$460K +$18.6K +671 +4%
HW
131
Hancock Whitney
Mississippi
$454K -$63.9K -2,311 -12%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$442K -$1.94K -70 -0.4%
BIA
133
Bigelow Investment Advisors
Maine
$434K -$103K -3,718 -19%
JG
134
Jefferies Group
New York
$425K +$425K +15,374 New
VHAM
135
Van Hulzen Asset Management
California
$419K -$9.7K -351 -2%
APA
136
American Portfolios Advisors
New York
$415K – – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$410K +$9.75K +352 +2%
TI
138
Trexquant Investment
Connecticut
$403K +$403K +14,572 New
CIM
139
CIM Investment Management
Pennsylvania
$377K – – –
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$373K -$45.5K -1,650 -11%
GHCM
141
Glen Harbor Capital Management
California
$372K – – –
PAM
142
Private Asset Management
California
$361K – – –
Two Sigma Investments
143
Two Sigma Investments
New York
$361K +$361K +13,045 New
OAM
144
Oxford Asset Management
United Kingdom
$358K +$358K +12,948 New
Two Sigma Advisers
145
Two Sigma Advisers
New York
$357K -$260K -9,400 -42%
Victory Capital Management
146
Victory Capital Management
Texas
$346K +$241K +8,716 +230%
PA
147
Pinnacle Associates
New York
$310K -$13.8K -500 -4%
JIP
148
Jaffetilchin Investment Partners
Florida
$308K -$886 -32 -0.3%
MCIM
149
Meadow Creek Investment Management
Georgia
$307K – – –
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$304K -$348K -12,600 -53%
4 5
6
7 8