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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in Axos Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
18
Increased
68
Reduced
77
Closed
29
Calls
$7.25M
Puts
$3.79M
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$31.2M
2
DAM
2
Davis Asset Management
California
$13.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$31.5M
4
FAM
4
Fred Alger Management
New York
$12.6M
5
MG
5
Magnolia Group
Nebraska
$3.69M

Top Sellers

1
Invesco
1
Invesco
Georgia
$13.3M
2
BlackRock
2
BlackRock
New York
$187M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M
4
FG
4
Formula Growth
Quebec, Canada
$924K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$13K -$93 -4 -0.7%
LF
177
Lee Financial
Texas
$12K – – –
PFP
178
Pinnacle Financial Partners
Tennessee
$10K – – –
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$10K +$3.56K +161 +55%
PP
180
PrairieView Partners
Minnesota
$9K – – –
PA
181
Parallel Advisors
California
$8K – – –
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.46K – – –
CFGS
183
Concourse Financial Group Securities
Alabama
$7K – – –
AA
184
Advisory Alpha
Michigan
$6K +$6K +227 New
PCM
185
Prelude Capital Management
New York
$6K +$6K +236 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$5K – – –
EWM
187
Endurance Wealth Management
Rhode Island
$5K – – –
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3K +150 +150%
S
189
SignatureFD
Georgia
$4K -$3.05K -122 -43%
QCG
190
Quadrant Capital Group
Ohio
$4K +$1.28K +58 +47%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3K – – –
SPIA
192
Steward Partners Investment Advisory
New York
$3K – – –
PMFA
193
Plante Moran Financial Advisors
Michigan
$3K +$3K +150 New
TWA
194
TCI Wealth Advisors
Arizona
$2K – – –
TFO
195
Tarbox Family Office
California
$2K – – –
LC
196
Lindbrook Capital
California
$2K – – –
MAM
197
Meeder Asset Management
Ohio
$2K +$876 +39 +78%
PCG
198
Private Capital Group
Connecticut
$1K -$773 -17 -44%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$189 -7 -16%
GI
200
Gradient Investments
Minnesota
$1K – – –
6 7
8
9 10