AX icon

Axos Financial
AX

Overview Fund Activity

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
$12M
2
Millennium Management
Millennium Management
New York
$21.3M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$66M
5
FAM
Fred Alger Management
New York
$40.2M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$13.9M
2
WA
Wasatch Advisors
Utah
$47M
3
State Street
State Street
Massachusetts
$71.2M
4
OCM
Orchard Capital Management
Illinois
$10.7M
5
RHJA
Rice Hall James & Associates
California
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
151
HRT Financial
New York
$449K +$449K +13,118 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$444K -$7.23K -206 -2%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$429K +$429K +12,519 New
Capital Fund Management (CFM)
154
Capital Fund Management (CFM)
France
$426K -$139K -4,055 -25%
Holocene Advisors
155
Holocene Advisors
New York
$397K -$608K -17,746 -60%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$395K +$4.65K +136 +1%
OCM
157
Orion Capital Management
California
$380K -$27.4K -800 -7%
JIP
158
Jaffetilchin Investment Partners
Florida
$362K – – –
MOACM
159
Mutual of America Capital Management
New York
$362K +$53.6K +1,567 +17%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$343K -$120K -3,506 -26%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$342K – – –
PA
162
Pinnacle Associates
New York
$311K -$17.1K -500 -5%
VHAM
163
Van Hulzen Asset Management
California
$309K +$10.4K +304 +3%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$302K -$69K -2,012 -19%
ECM
165
Everence Capital Management
Indiana
$294K – – –
EGM
166
Engineers Gate Manager
New York
$292K -$1.65M -48,340 -85%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$291K – – –
SO
168
STRS Ohio
Ohio
$287K +$267K +7,800 +1,300%
Creative Planning
169
Creative Planning
Kansas
$284K -$283K -8,272 -50%
FIM
170
Freedom Investment Management
Connecticut
$279K +$4.24K +124 +2%
MCCP
171
Mission Creek Capital Partners
California
$277K -$10.3K -300 -4%
ACI
172
Alpha Cubed Investments
California
$270K -$68.4K -2,000 -20%
ProShare Advisors
173
ProShare Advisors
Maryland
$267K -$7.25K -211 -3%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$263K -$24.1K -706 -8%
ACM
175
Aquatic Capital Management
Illinois
$253K +$253K +7,400 New
5 6
7
8 9