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Axos Financial
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Overview Fund Activity

260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+4
Holders Change %
+1.56%
% 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
37
Increased
78
Reduced
104
Closed
33
Calls
$7.65M
Puts
$32.6M
Net Calls
-$24.9M
Net Calls Change
+$27.6M

Top Buyers

1
State Street
State Street
Massachusetts
$117M
2
DAM
Davis Asset Management
California
$56.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.16M
4
EIP
Epoch Investment Partners
New York
$36.9M
5
Millennium Management
Millennium Management
New York
$15.4M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$45.5M
2
BlackRock
BlackRock
New York
$333M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$246M
5
SCA
Stieven Capital Advisors
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
176
Y-Intercept (HK)
Hong Kong
$318K -$312K -7,910 -50%
ACI
177
Alpha Cubed Investments
California
$312K – – –
FHB
178
First Hawaiian Bank
Hawaii
$310K +$310K +7,855 New
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$304K – – –
Osaic Holdings
180
Osaic Holdings
Arizona
$303K -$46.7K -1,185 -13%
I
181
InceptionR
California
$303K +$303K +7,685 New
MCCP
182
Mission Creek Capital Partners
California
$303K – – –
QCM
183
Quantinno Capital Management
New York
$296K -$2.29K -58 -0.8%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$285K -$39.2K -994 -12%
FIM
185
Freedom Investment Management
Connecticut
$280K -$26.5K -672 -9%
Amundi
186
Amundi
France
$271K +$271K +6,788 New
CC
187
Cipher Capital
New York
$260K -$161K -4,084 -38%
WC
188
Waterloo Capital
Texas
$250K – – –
E
189
Ergoteles
New York
$248K +$248K +6,298 New
JIR
190
James Investment Research
Ohio
$243K +$243K +6,171 New
PAMS
191
Pictet Asset Management (Switzerland)
Switzerland
$238K -$42.7K -1,082 -15%
CA
192
Clearstead Advisors
Ohio
$227K – – –
PA
193
Profund Advisors
Maryland
$222K +$6.78K +172 +3%
CIM
194
CIM Investment Management
Pennsylvania
$216K – – –
CGH
195
Crossmark Global Holdings
Texas
$215K +$215K +4,411 New
UBS Group
196
UBS Group
Switzerland
$207K +$39.8K +1,009 +24%
BCM
197
Bayesian Capital Management
New York
$201K -$29K -735 -13%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$197K +$9.94K +252 +5%
AIP
199
Ameritas Investment Partners
Nebraska
$185K +$8.87K +225 +5%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$175K +$1.7K +43 +1%
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