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Axos Financial
AX

Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
151
New York Life Investment Management
New York
$458K +$458K +12,409 New
ACM
152
Aquatic Capital Management
Illinois
$432K +$421K +11,400 +3,800%
MOACM
153
Mutual of America Capital Management
New York
$406K -$7.2K -195 -2%
VHAM
154
Van Hulzen Asset Management
California
$406K +$54.3K +1,469 +15%
JIP
155
Jaffetilchin Investment Partners
Florida
$402K +$12.3K +333 +3%
Jane Street
156
Jane Street
New York
$395K +$395K +10,711 New
CC
157
Cipher Capital
New York
$394K +$394K +10,676 New
TI
158
Trexquant Investment
Connecticut
$380K -$171K -4,621 -31%
QC
159
Quadrature Capital
United Kingdom
$375K +$375K +10,153 New
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$369K – – –
AC
161
AXQ Capital
New Jersey
$355K +$355K +9,610 New
WEG
162
World Equity Group
Illinois
$338K +$338K +22,084 New
PA
163
Pinnacle Associates
New York
$336K – – –
Osaic Holdings
164
Osaic Holdings
Arizona
$328K -$397K -10,762 -55%
EGM
165
Engineers Gate Manager
New York
$320K +$64.3K +1,741 +25%
Creative Planning
166
Creative Planning
Kansas
$316K +$9.45K +256 +3%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$314K – – –
Verition Fund Management
168
Verition Fund Management
Connecticut
$313K +$105K +2,835 +50%
Balyasny Asset Management
169
Balyasny Asset Management
Illinois
$312K +$312K +8,446 New
AA
170
ALPS Advisors
Colorado
$309K +$309K +8,370 New
ProShare Advisors
171
ProShare Advisors
Maryland
$303K -$27.1K -733 -8%
VI
172
Versor Investments
New York
$296K -$424K -11,486 -59%
ACI
173
Alpha Cubed Investments
California
$292K – – –
FIM
174
Freedom Investment Management
Connecticut
$287K -$32.6K -884 -10%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$285K +$73.3K +1,986 +35%
5 6
7
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