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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 %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +208 New
EWM
202
Endurance Wealth Management
Rhode Island
$4K
QCG
203
Quadrant Capital Group
Ohio
$3K -$6.81K -279 -69%
SPIA
204
Steward Partners Investment Advisory
New York
$3K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$3K +$2.57K +120 +600%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2K
AF
207
Advisornet Financial
Minnesota
$2K
TWA
208
TCI Wealth Advisors
Arizona
$2K
LC
209
Lindbrook Capital
California
$2K
TFO
210
Tarbox Family Office
California
$2K +$2K +86 New
GI
211
Gradient Investments
Minnesota
$1K
PCG
212
Private Capital Group
Connecticut
$1K +$26 +1 +3%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$841 +37 +529%
MAM
214
Meeder Asset Management
Ohio
$1K +$1K +50 New
OPS
215
Orion Portfolio Solutions
Nebraska
$1K +$1K +50 New
EA
216
Emerald Advisers
Pennsylvania
-$2.77M -152,597 Closed
EMFAT
217
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$2.33M -128,213 Closed
QI
218
QS Investors
New York
-$1.58M -87,000 Closed
Squarepoint
219
Squarepoint
New York
-$508K -28,022 Closed
Federated Hermes
220
Federated Hermes
Pennsylvania
-$374K -20,652 Closed
MERSOM
221
Municipal Employees' Retirement System of Michigan
Michigan
-$300K -16,520 Closed
WCM
222
Weld Capital Management
New York
-$246K -13,558 Closed
AB
223
Amalgamated Bank
New York
-$187K -10,292 Closed
EMG
224
Ellington Management Group
Connecticut
-$185K -10,200 Closed
MWNA
225
Marshall Wace North America
New York
-$164K -9,017 Closed