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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $1.17B invested in Axos Financial in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+15
Holders Change %
+6.52%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
55
Increased
56
Reduced
85
Closed
37
Calls
$10.1M
Puts
$16.7M
Net Calls
-$6.62M
Net Calls Change
+$28.6M

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$30.5M
2
STB
2
S&T Bank
Pennsylvania
$7.98M
3
QI
3
QS Investors
New York
$5.08M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.66M
5
PPA
5
Parametric Portfolio Associates
Washington
$4.26M

Top Sellers

1
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$14.4M
2
State Street
2
State Street
Massachusetts
$55.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
176
Windward Capital Management
California
$209K -$2.5K -99 -1%
MIH
177
Meitav Investment House
Israel
$205K +$205K +8,137 New
FRM
178
Fox Run Management
Connecticut
$205K +$205K +8,160 New
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K – – –
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$177K -$145K -5,775 -45%
OC
181
Oakworth Capital
Alabama
$161K +$68.1K +2,700 +73%
TAM
182
Tyers Asset Management
Texas
$160K – – –
QT
183
Quantamental Technologies
New York
$158K +$158K +6,289 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$146K – – –
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$140K – – –
FGC
186
Financial Gravity Companies
Texas
$140K +$140K +4,606 New
AIP
187
Ameritas Investment Partners
Nebraska
$122K – – –
RCM
188
Riverhead Capital Management
Delaware
$113K – – –
MWNA
189
Marshall Wace North America
New York
$102K -$239K -9,509 -70%
CG
190
Cutler Group
California
$94K -$166K -6,637 -64%
PHK
191
Point72 Hong Kong
Hong Kong
$93K +$93K +3,677 New
EARNEST Partners
192
EARNEST Partners
Georgia
$91K – – –
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$90K +$18.3K +730 +26%
OAM
194
Oppenheimer Asset Management
New York
$90K +$90K +3,575 New
NIT
195
NumerixS Investment Technologies
British Columbia, Canada
$90K +$90K +3,600 New
CHP
196
Cable Hill Partners
Oregon
$71K +$71K +2,800 New
NFG
197
Next Financial Group
Texas
$45K +$150 +6 +0.3%
QT
198
Quantbot Technologies
New York
$45K +$45K +1,811 New
LIA
199
LS Investment Advisors
Michigan
$41K -$74.1K -2,962 -64%
RE
200
RBC Europe
United Kingdom
$40.5K – – –
6 7
8
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