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Axos Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.28B invested in Axos Financial in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
40
Increased
77
Reduced
54
Closed
21
Calls
$21.4M
Puts
$124M
Net Calls
-$103M
Net Calls Change
-$42.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$62.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$12.2M
4
DAM
4
Davis Asset Management
California
$33.7M
5
GA
5
Geneva Advisors
Illinois
$25M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
TCP
3
TAMRO Capital Partners
Virginia
$30.1M
4
PM
4
Pembroke Management
Quebec, Canada
$69.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$55K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$32K – – –
FANJ
177
Financial Architects (New Jersey)
New Jersey
$32K – – –
TRCT
178
Tower Research Capital (TRC)
New York
$22K -$32.5K -1,212 -60%
GT
179
Glenmede Trust
Pennsylvania
$21K +$21K +800 New
JG
180
Jefferies Group
New York
$19K +$19K +716 New
Nuveen Asset Management
181
Nuveen Asset Management
Illinois
$13.8K -$236 -8,932 -2%
RCG
182
Ruggie Capital Group
Florida
$12K – – –
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$11K – – –
NFG
184
Next Financial Group
Texas
$9K – – –
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$5K – – –
W
186
Wealthfront
California
$4K +$4K +160 New
QCG
187
Quadrant Capital Group
Ohio
$3K +$3K +124 New
WA
188
WealthTrust-Arizona
Arizona
$3K +$3K +132 New
GAM
189
Gemmer Asset Management
California
$2K – – –
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$23 -852 -2%
HMS
191
Hanseatic Management Services
New Mexico
$1K +$1K +36 New
1GA
192
1st Global Advisors
Texas
$207 +$207 +7,832 New
TCM
193
TimesSquare Capital Management
New York
– -$35.4M -1,520,280 Closed
CCP
194
Clough Capital Partners
Massachusetts
– -$9.35M -402,000 Closed
AC
195
Ascend Capital
California
– -$5.93M -254,828 Closed
OAM
196
Oxford Asset Management
United Kingdom
– -$3.44M -147,980 Closed
LI
197
LMCG Investments
Massachusetts
– -$1.63M -69,968 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$1.17M -50,412 Closed
SO
199
STRS Ohio
Ohio
– -$1.1M -47,200 Closed
NCCM
200
Nine Chapters Capital Management
New Jersey
– -$949K -40,800 Closed
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