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Axos Financial
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Overview Fund Activity

175 hedge funds and large institutions have $1.09B invested in Axos Financial in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
26
Increased
78
Reduced
51
Closed
19
Calls
$15.7M
Puts
$75.5M
Net Calls
-$59.8M
Net Calls Change
-$39.4M

Top Buyers

1
GA
1
Geneva Advisors
Illinois
$14.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$12.3M
3
William Blair & Company
3
William Blair & Company
Illinois
$12.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$29.4M
5
Invesco
5
Invesco
Georgia
$8.51M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$35.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$21.5M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
AC
4
Ascend Capital
California
$5.93M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$90K -$13.8K -596 -13%
OA
152
OFI Advisors
Pennsylvania
$85K -$17.1K -732 -17%
EARNEST Partners
153
EARNEST Partners
Georgia
$84K – – –
Lazard Asset Management
154
Lazard Asset Management
New York
$76K +$76K +3,280 New
MFS
155
MSI Financial Services
Massachusetts
$55K +$14.9K +640 +37%
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$54K +$6.74K +292 +14%
TRCT
157
Tower Research Capital (TRC)
New York
$47K +$46.7K +2,020 +16,833%
FNBT
158
FineMark National Bank & Trust
Florida
$42K +$42K +1,792 New
CTB
159
Country Trust Bank
Illinois
$37K +$37K +1,600 New
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$36K +$2.17K +92 +6%
BlackRock
161
BlackRock
New York
$34K – – –
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$33.9K +$33.9K +1,456 New
Simplex Trading
163
Simplex Trading
Illinois
$30K +$30K +1,324 New
FANJ
164
Financial Architects (New Jersey)
New Jersey
$28K -$7.09K -304 -20%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
US Bancorp
166
US Bancorp
Minnesota
$23K +$23K +1,004 New
RCG
167
Ruggie Capital Group
Florida
$10K – – –
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$9K – – –
NFG
169
Next Financial Group
Texas
$8K – – –
MWAN
170
Mariner Wealth Advisors (NYC)
Kansas
$4K +$4K +180 New
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$4K +$4K +180 New
SEI Investments
172
SEI Investments
Pennsylvania
$3K +$3K +104 New
FHA
173
First Horizon Advisors
Tennessee
$2K -$2.7K -124 -57%
GAM
174
Gemmer Asset Management
California
$2K +$727 +32 +57%
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$903 +$62 +2,668 +7%
4 5 6
7
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