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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$670K -$47.1K -1,016 -7%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$669K +$215K +4,635 +47%
BWM
128
BerganKDV Wealth Management
Minnesota
$662K +$13.5K +292 +2%
QCM
129
Quantinno Capital Management
New York
$659K – – –
OAM
130
Oppenheimer Asset Management
New York
$655K +$14.7K +316 +2%
OQS
131
Occudo Quantitative Strategies
Florida
$641K +$641K +13,821 New
Creative Planning
132
Creative Planning
Kansas
$633K +$633K +13,646 New
PRCP
133
Pacific Ridge Capital Partners
Oregon
$624K -$3.25K -70 -0.5%
ETC
134
Exchange Traded Concepts
Oklahoma
$623K +$64.7K +1,395 +12%
Victory Capital Management
135
Victory Capital Management
Texas
$622K -$3.44K -74 -0.5%
Jane Street
136
Jane Street
New York
$612K +$195K +4,206 +47%
CGH
137
Crossmark Global Holdings
Texas
$598K +$464 +10 +0.1%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$584K +$167K +3,600 +40%
OCM
139
Orion Capital Management
California
$571K – – –
FHB
140
First Hawaiian Bank
Hawaii
$546K – – –
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$535K +$4.63K +100 +0.9%
UBS Group
142
UBS Group
Switzerland
$520K -$197K -4,256 -28%
Osaic Holdings
143
Osaic Holdings
Arizona
$504K +$85K +1,832 +20%
ACI
144
Alpha Cubed Investments
California
$501K – – –
KBC Group
145
KBC Group
Belgium
$492K – – –
JIP
146
Jaffetilchin Investment Partners
Florida
$488K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$478K +$200K +4,325 +72%
FIM
148
Freedom Investment Management
Connecticut
$477K -$1.44K -31 -0.3%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$465K +$465K +10,021 New
PA
150
Pinnacle Associates
New York
$455K – – –
4 5
6
7 8