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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$389K -$1.8K -48 -0.5%
VHAM
152
Van Hulzen Asset Management
California
$387K +$387K +10,320 New
UBS Group
153
UBS Group
Switzerland
$378K +$290K +7,726 +329%
HW
154
Hancock Whitney
Mississippi
$371K -$1.01K -27 -0.3%
II
155
Inspire Investing
Idaho
$371K +$371K +9,885 New
PA
156
Pinnacle Associates
New York
$368K – – –
Osaic Holdings
157
Osaic Holdings
Arizona
$356K -$311K -8,286 -47%
CIM
158
CIM Investment Management
Pennsylvania
$351K – – –
BAM
159
Blueshift Asset Management
New Jersey
$344K +$344K +9,176 New
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$338K – – –
E
161
Ergoteles
New York
$335K +$335K +8,923 New
PMA
162
Prudent Man Advisors
Illinois
$333K -$1.43K -38 -0.4%
MCCP
163
Mission Creek Capital Partners
California
$322K – – –
ECM
164
Everence Capital Management
Indiana
$322K – – –
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$319K – – –
TRCT
166
Tower Research Capital (TRC)
New York
$311K -$1.59M -42,177 -84%
BHB
167
Bank Hapoalim BM
Israel
$298K -$195K -5,207 -40%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$294K +$294K +7,793 New
BC
169
Barnett & Company
Tennessee
$283K -$262K -7,000 -48%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$270K +$88.2K +2,350 +49%
CA
171
Clearstead Advisors
Ohio
$263K – – –
BBHC
172
Brown Brothers Harriman & Co
New York
$245K +$66.1K +1,764 +37%
MOACM
173
Mutual of America Capital Management
New York
$240K +$4.62K +123 +2%
CA
174
Cetera Advisors
Colorado
$237K +$237K +6,310 New
PA
175
Profund Advisors
Maryland
$231K +$231K +6,159 New
5 6
7
8 9