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Axos Financial

217 hedge funds and large institutions have $994M invested in Axos Financial in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
71
Closed
19
Calls
$8.86M
Puts
$8.26M
Net Calls
+$596K
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
176
FORA Capital
Florida
$35K +$35K +1,586 New
LIA
177
LS Investment Advisors
Michigan
$34K
Lazard Asset Management
178
Lazard Asset Management
New York
$32K +$32K +1,452 New
Macquarie Group
179
Macquarie Group
Australia
$27K +$27K +1,245 New
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$26K
Fidelity Investments
181
Fidelity Investments
Massachusetts
$26K +$21K +950 +420%
SBL
182
Sargent Bickham Lagudis
Colorado
$22K
SWA
183
Sutton Wealth Advisors
Florida
$20.1K
TSW
184
Thompson Siegel & Walmsley
Virginia
$20K
MWC
185
MBM Wealth Consultants
Missouri
$20K
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$9.48K +428 +111%
IA
187
IFP Advisors
Florida
$15K
VCM
188
Versant Capital Management
Arizona
$12K +$11.5K +539 +2,343%
LF
189
Lee Financial
Texas
$11K +$11K +500 New
TC
190
Truvestments Capital
Florida
$11K +$11K +525 New
PFP
191
Pinnacle Financial Partners
Tennessee
$10K
HR
192
Howe & Rusling
New York
$9K
PP
193
PrairieView Partners
Minnesota
$9K
CAN
194
Cetera Advisor Networks
California
$9K +$9K +400 New
PAG
195
Private Advisor Group
New Jersey
$8K +$8K +350 New
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.07K
CFGS
197
Concourse Financial Group Securities
Alabama
$7K
PA
198
Parallel Advisors
California
$7K
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$6K -$3.59K -174 -37%
S
200
SignatureFD
Georgia
$6K