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Axos Financial
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Overview Fund Activity

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$44.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$16.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$16M
4
BlackRock
4
BlackRock
New York
$408M
5
Fidelity International
5
Fidelity International
Bermuda
$9.72M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$62.9M
2
Invesco
2
Invesco
Georgia
$8.25M
3
Northern Trust
3
Northern Trust
Illinois
$39.9M
4
STB
4
S&T Bank
Pennsylvania
$9.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BerganKDV Wealth Management
Minnesota
$657K -$3.29K -70 -0.5%
OAM
127
Oppenheimer Asset Management
New York
$649K +$649K +13,807 New
PRCP
128
Pacific Ridge Capital Partners
Oregon
$636K -$224K -4,760 -26%
Victory Capital Management
129
Victory Capital Management
Texas
$633K -$17.5K -373 -3%
CGH
130
Crossmark Global Holdings
Texas
$605K +$23K +490 +4%
OCM
131
Orion Capital Management
California
$578K -$47K -1,000 -8%
ETC
132
Exchange Traded Concepts
Oklahoma
$565K -$130K -2,765 -19%
ACM
133
AlphaCrest Capital Management
New York
$560K +$560K +11,906 New
FHB
134
First Hawaiian Bank
Hawaii
$553K – – –
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$538K -$35.5K -755 -6%
ACI
136
Alpha Cubed Investments
California
$508K – – –
VHAM
137
Van Hulzen Asset Management
California
$506K +$21.1K +449 +4%
KBC Group
138
KBC Group
Belgium
$498K +$379K +8,052 +317%
JIP
139
Jaffetilchin Investment Partners
Florida
$495K +$1.18K +25 +0.2%
FIM
140
Freedom Investment Management
Connecticut
$485K +$485K +10,308 New
GC
141
Guggenheim Capital
Illinois
$461K -$372K -7,918 -45%
PA
142
Pinnacle Associates
New York
$461K – – –
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$460K -$841K -17,908 -65%
HW
144
Hancock Whitney
Mississippi
$457K -$7.23K -154 -2%
CSS
145
Cubist Systematic Strategies
Connecticut
$431K -$2.65M -56,450 -86%
Osaic Holdings
146
Osaic Holdings
Arizona
$424K -$21.4K -456 -5%
SG Americas Securities
147
SG Americas Securities
New York
$423K -$155K -3,287 -27%
Jane Street
148
Jane Street
New York
$423K -$153K -3,245 -27%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$423K – – –
PMA
150
Prudent Man Advisors
Illinois
$418K +$94 +2 +0%
4 5
6
7 8