AX icon

Axos Financial
AX

Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
151
Hancock Whitney
Mississippi
$441K -$10.4K -224 -2%
GC
152
Guggenheim Capital
Illinois
$435K -$20.5K -441 -4%
GCP
153
GSA Capital Partners
United Kingdom
$413K +$17.1K +369 +4%
IA
154
IndexIQ Advisors
New York
$399K +$8.67K +187 +2%
ECM
155
Everence Capital Management
Indiana
$398K – – –
MCCP
156
Mission Creek Capital Partners
California
$398K – – –
PI
157
PEAK6 Investments
Illinois
$398K +$417 +9 +0.1%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$394K – – –
E
159
Ergoteles
New York
$353K +$353K +7,600 New
CSS
160
Cubist Systematic Strategies
Connecticut
$344K -$81.7K -1,762 -19%
SSA
161
Schonfeld Strategic Advisors
New York
$343K +$343K +7,400 New
HSBC Holdings
162
HSBC Holdings
United Kingdom
$341K +$341K +7,321 New
MOACM
163
Mutual of America Capital Management
New York
$340K +$21.7K +467 +7%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$330K +$48.3K +1,040 +17%
CA
165
Clearstead Advisors
Ohio
$326K – – –
Citadel Advisors
166
Citadel Advisors
Florida
$309K -$345K -7,421 -53%
MA
167
Mutual Advisors
Nebraska
$306K +$47.7K +1,029 +18%
AA
168
ALPS Advisors
Colorado
$303K – – –
BC
169
Barnett & Company
Tennessee
$299K -$51K -1,100 -15%
PMA
170
Prudent Man Advisors
Illinois
$287K -$126K -2,709 -30%
BHB
171
Bank Hapoalim BM
Israel
$285K -$18.6K -400 -6%
CIM
172
CIM Investment Management
Pennsylvania
$273K -$136K -2,943 -33%
PA
173
Profund Advisors
Maryland
$268K +$7.51K +162 +3%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$261K +$36K +775 +16%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$249K -$33.8K -728 -12%
5 6
7
8 9