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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$794K -$18.1K -490 -2%
NSEDCP
127
NJ State Employees Deferred Compensation Plan
New Jersey
$775K – – –
Truist Financial
128
Truist Financial
North Carolina
$743K -$726K -19,673 -49%
RI
129
Ridgewood Investments
New Jersey
$737K – – –
Wells Fargo
130
Wells Fargo
California
$720K +$573K +15,522 +390%
Lazard Asset Management
131
Lazard Asset Management
New York
$702K +$674K +18,276 +2,447%
JCIA
132
Jackson Creek Investment Advisors
Colorado
$701K +$701K +18,985 New
Natixis Advisors
133
Natixis Advisors
Massachusetts
$670K -$86.4K -2,340 -11%
SEI Investments
134
SEI Investments
Pennsylvania
$656K -$191K -5,184 -23%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$632K -$24K -650 -4%
PFO
136
PMC FIG Opportunities
Israel
$628K +$628K +17,000 New
WAM
137
Wakefield Asset Management
Colorado
$596K +$596K +16,139 New
YIH
138
Y-Intercept (HK)
Hong Kong
$589K +$386K +10,450 +189%
PAM
139
Panagora Asset Management
Massachusetts
$588K – – –
ASRS
140
Arizona State Retirement System
Arizona
$578K +$17.2K +465 +3%
Stifel Financial
141
Stifel Financial
Missouri
$575K -$121K -3,275 -17%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$570K – – –
DA
143
Duality Advisers
Florida
$559K +$559K +15,148 New
HIM
144
Hillsdale Investment Management
Ontario, Canada
$557K +$557K +15,100 New
First Eagle Investment Management
145
First Eagle Investment Management
New York
$554K -$923K -25,000 -62%
AWM
146
AE Wealth Management
Kansas
$545K +$545K +14,760 New
PCM
147
Prelude Capital Management
New York
$534K +$534K +14,465 New
JPMPWA
148
J.P. Morgan Private Wealth Advisors
California
$513K +$11.3K +306 +2%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$467K – – –
FP
150
Foundry Partners
Minnesota
$460K -$3.97M -107,532 -90%
4 5
6
7 8