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Axos Financial
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Overview Fund Activity

224 hedge funds and large institutions have $1.41B invested in Axos Financial in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
24
Increased
74
Reduced
87
Closed
20
Calls
$15.7M
Puts
$22.8M
Net Calls
-$7.11M
Net Calls Change
+$10.9M

Top Buyers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.9M
2
EA
2
Emerald Advisers
Pennsylvania
$14.9M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$26.8M
4
Man Group
4
Man Group
United Kingdom
$8.43M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.73M
2
FG
2
Formula Growth
Quebec, Canada
$2.06M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$10.2M
4
Ameriprise
4
Ameriprise
Minnesota
$55.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$11K – – –
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.69K – – –
S
203
SignatureFD
Georgia
$9K – – –
RCA
204
Ranch Capital Advisors
Florida
$8K +$8K +250 New
AA
205
Advisory Alpha
Michigan
$6.82K +$29 +1 +0.4%
EWM
206
Endurance Wealth Management
Rhode Island
$6K – – –
NIT
207
NumerixS Investment Technologies
British Columbia, Canada
$6K +$6K +200 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$3K – – –
TWA
209
TCI Wealth Advisors
Arizona
$3K – – –
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
AF
211
Advisornet Financial
Minnesota
$3K – – –
GAM
212
Gemmer Asset Management
California
$3K +$170 +5 +6%
TFO
213
Tarbox Family Office
California
$2K – – –
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
IA
215
IFP Advisors
Florida
$2K +$2K +51 New
TFA
216
Tobias Financial Advisors
Florida
$2K +$2K +75 New
GI
217
Gradient Investments
Minnesota
$1K – – –
QCG
218
Quadrant Capital Group
Ohio
$1K – – –
HGWM
219
Harvest Group Wealth Management
Massachusetts
$1K – – –
ST
220
Smithfield Trust
Pennsylvania
$1K – – –
SF
221
Synovus Financial
Georgia
$1K +$1K +44 New
HPWM
222
Highland Private Wealth Management
Washington
– -$773K -58,415 Closed
ARTA
223
A.R.T. Advisors
New York
– -$1.32M -47,544 Closed
ACM
224
AlphaCrest Capital Management
New York
– -$1.13M -41,000 Closed
Credit Agricole
225
Credit Agricole
France
– -$1.11M -40,000 Closed
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