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Axos Financial
AX

Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
126
Exchange Traded Concepts
Oklahoma
$740K +$48.4K +939 +7%
QCM
127
Quantinno Capital Management
New York
$733K – – –
BWM
128
BerganKDV Wealth Management
Minnesota
$727K -$8.71K -169 -1%
PRCP
129
Pacific Ridge Capital Partners
Oregon
$724K +$30.9K +600 +4%
GCP
130
GSA Capital Partners
United Kingdom
$719K +$260K +5,046 +57%
Osaic Holdings
131
Osaic Holdings
Arizona
$662K +$103K +1,999 +18%
CGH
132
Crossmark Global Holdings
Texas
$661K -$3.09K -60 -0.5%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$639K +$349K +6,766 +120%
OCM
134
Orion Capital Management
California
$634K – – –
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$623K +$28.3K +550 +5%
UBS Group
136
UBS Group
Switzerland
$620K +$41.5K +805 +7%
Jane Street
137
Jane Street
New York
$611K -$68.7K -1,334 -10%
Balyasny Asset Management
138
Balyasny Asset Management
Illinois
$589K -$498K -9,674 -46%
ACI
139
Alpha Cubed Investments
California
$557K – – –
JIP
140
Jaffetilchin Investment Partners
Florida
$542K – – –
FIM
141
Freedom Investment Management
Connecticut
$528K -$1.44K -28 -0.3%
PA
142
Pinnacle Associates
New York
$505K – – –
IA
143
IndexIQ Advisors
New York
$493K +$49.4K +958 +11%
HW
144
Hancock Whitney
Mississippi
$491K +$1.29K +25 +0.3%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$465K -$51.5K -1,000 -10%
ProShare Advisors
146
ProShare Advisors
Maryland
$448K -$387K -7,515 -46%
ECM
147
Everence Capital Management
Indiana
$443K – – –
MCCP
148
Mission Creek Capital Partners
California
$443K – – –
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$441K +$75.1K +1,459 +21%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$438K – – –
4 5
6
7 8