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Axos Financial
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Overview Fund Activity

137 hedge funds and large institutions have $516M invested in Axos Financial in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+28
Holders Change %
+25.69%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
45
Reduced
43
Closed
12
Calls
$10M
Puts
$25M
Net Calls
-$15M
Net Calls Change
-$7.81M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$43.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$49.3M
3
PM
3
Pembroke Management
Quebec, Canada
$21.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.46M

Top Sellers

1
RA
1
Royce & Associates
New York
$9.87M
2
ACMM
2
Arbor Capital Management (Minnesota)
Minnesota
$15.6M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$33.3M
4
OAM
4
Oberweis Asset Management
Illinois
$3.53M
5
PCM
5
Perritt Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$49.3M 761,100 +156,800 +26%
BFA
2
BlackRock Fund Advisors
California
$43.2M 666,236 +362,623 +119%
GGHC
3
Gilder Gagnon Howe & Co
New York
$33.3M 513,508 -114,837 -18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.6M 487,541 +13,980 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.2M 388,544 +74,818 +24%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$24.3M 373,900 -26,100 -7%
PM
7
Pembroke Management
Quebec, Canada
$21.4M 329,900 +125,700 +62%
WC
8
Weatherbie Capital
Massachusetts
$20.3M 313,863 -5,544 -2%
ACMM
9
Arbor Capital Management (Minnesota)
Minnesota
$15.6M 239,220 -159,580 -40%
State Street
10
State Street
Massachusetts
$15.5M 238,556 +31,791 +15%
TSW
11
Thompson Siegel & Walmsley
Virginia
$13.7M 212,046 -6,424 -3%
Northern Trust
12
Northern Trust
Illinois
$11.5M 177,105 +17,624 +11%
BIT
13
BlackRock Institutional Trust
California
$10.1M 155,974 +4,811 +3%
RA
14
Royce & Associates
New York
$9.87M 152,200 -211,100 -58%
PI
15
Putnam Investments
Massachusetts
$9.58M 147,777 -64,275 -30%
CAM
16
Cortina Asset Management
Wisconsin
$9.41M 145,157 -53,060 -27%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.29M 143,326 +50,357 +54%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$8.5M 131,103 -8,897 -6%
WA
19
Wasatch Advisors
Utah
$8.25M 127,212 -41,359 -25%
Allianz Asset Management
20
Allianz Asset Management
Germany
$7.81M 120,471 -7,979 -6%
EIM
21
Essex Investment Management
Massachusetts
$5.05M 77,912 +34,778 +81%
Invesco
22
Invesco
Georgia
$5M 77,100 +50,132 +186%
DCM
23
Driehaus Capital Management
Illinois
$5M 77,081 -29,436 -28%
FWSM
24
First Wilshire Securities Management
California
$4.97M 76,714 – –
Principal Financial Group
25
Principal Financial Group
Iowa
$4.46M 68,732 +62,443 +993%
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