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Axos Financial
AX

Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$244M
2
BlackRock
BlackRock
New York
$338M
3
Goldman Sachs
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
DAM
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
Fred Alger Management
New York
$41.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Martingale Asset Management
Massachusetts
$716K +$716K +18,725 New
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$679K +$1.22K +32 +0.2%
PAM
128
Panagora Asset Management
Massachusetts
$609K -$146K -3,827 -19%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$590K – – –
ASRS
130
Arizona State Retirement System
Arizona
$580K +$22.5K +589 +4%
TI
131
Trexquant Investment
Connecticut
$570K +$570K +14,921 New
OAM
132
Oppenheimer Asset Management
New York
$549K +$1.22K +32 +0.2%
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$519K -$34.2K -896 -6%
JF
134
Jump Financial
Illinois
$497K -$971K -25,400 -66%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$483K – – –
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$457K +$163K +4,274 +56%
Walleye Capital
137
Walleye Capital
New York
$454K +$191K +5,007 +73%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$445K +$445K +11,519 New
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$435K +$99.3K +2,600 +30%
MOACM
140
Mutual of America Capital Management
New York
$428K +$23.2K +607 +6%
JIP
141
Jaffetilchin Investment Partners
Florida
$404K – – –
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$399K -$42.5K -1,114 -10%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$382K – – –
JFG
144
Jefferies Financial Group
New York
$372K +$372K +9,724 New
VHAM
145
Van Hulzen Asset Management
California
$364K +$18.8K +491 +5%
OCM
146
Orion Capital Management
California
$355K -$68.8K -1,800 -16%
PTC
147
Petrus Trust Company
Texas
$349K +$110K +2,878 +46%
PA
148
Pinnacle Associates
New York
$348K – – –
ProShare Advisors
149
ProShare Advisors
Maryland
$342K +$44.7K +1,169 +15%
FIM
150
Freedom Investment Management
Connecticut
$331K +$18.9K +495 +6%
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