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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
AlphaCrest Capital Management
New York
$419K +$419K +8,131 New
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$412K -$331K -6,423 -45%
Creative Planning
153
Creative Planning
Kansas
$409K -$294K -5,712 -42%
MOACM
154
Mutual of America Capital Management
New York
$367K -$10.7K -208 -3%
CA
155
Clearstead Advisors
Ohio
$362K – – –
HSBC Holdings
156
HSBC Holdings
United Kingdom
$349K -$32K -614 -8%
MA
157
Mutual Advisors
Nebraska
$340K – – –
HF
158
HRT Financial
New York
$328K -$541K -10,526 -62%
BAM
159
Blueshift Asset Management
New Jersey
$322K +$322K +6,239 New
BC
160
Barnett & Company
Tennessee
$317K -$15.5K -300 -5%
PMA
161
Prudent Man Advisors
Illinois
$317K -$1.55K -30 -0.5%
BHB
162
Bank Hapoalim BM
Israel
$317K – – –
GC
163
Guggenheim Capital
Illinois
$307K -$176K -3,413 -36%
CIM
164
CIM Investment Management
Pennsylvania
$304K – – –
SSA
165
Schonfeld Strategic Advisors
New York
$299K -$82.5K -1,600 -22%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$277K – – –
PA
167
Profund Advisors
Maryland
$272K -$26K -504 -9%
SF
168
Synovus Financial
Georgia
$258K – – –
PAM
169
Private Asset Management
California
$258K – – –
CA
170
Cetera Advisors
Colorado
$248K -$25.8K -500 -9%
CIA
171
Choate Investment Advisors
Massachusetts
$245K – – –
IDA
172
Intelligence Driven Advisers
California
$237K – – –
AIP
173
Ameritas Investment Partners
Nebraska
$231K – – –
AG
174
Algert Global
California
$230K +$230K +4,467 New
ACM
175
Alethea Capital Management
Washington
$227K – – –
5 6
7
8 9