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Axos Financial
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Overview Fund Activity

142 hedge funds and large institutions have $658M invested in Axos Financial in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
25
Increased
50
Reduced
52
Closed
20
Calls
$17M
Puts
$29.8M
Net Calls
-$12.7M
Net Calls Change
+$2.2M

Top Buyers

1
SI
1
Shaker Investments
Ohio
$25.5M
2
AP
2
Alydar Partners
Massachusetts
$5.49M
3
GF
3
Gerstein Fisher
New York
$18.6M
4
ICRM
4
Insight Capital Research & Management
California
$4.42M
5
Invesco
5
Invesco
Georgia
$10M

Top Sellers

1
RA
1
Royce & Associates
New York
$2.84M
2
PI
2
Putnam Investments
Massachusetts
$5.64M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$35.4M
5
PG
5
PEAK6 Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$58.4M 744,500 -16,600 -2%
BFA
2
BlackRock Fund Advisors
California
$53.6M 683,137 +16,901 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.9M 509,143 +21,602 +4%
GGHC
4
Gilder Gagnon Howe & Co
New York
$35.4M 451,758 -61,750 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$33.1M 422,154 +33,610 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$30M 382,100 +8,200 +2%
PM
7
Pembroke Management
Quebec, Canada
$28.7M 365,600 +35,700 +11%
WC
8
Weatherbie Capital
Massachusetts
$27.7M 353,265 +39,402 +13%
SI
9
Shaker Investments
Ohio
$25.5M 324,577 +324,577 New
GF
10
Gerstein Fisher
New York
$18.6M 43,836 +11,243 +34%
State Street
11
State Street
Massachusetts
$18.5M 236,097 -2,459 -1%
ACMM
12
Arbor Capital Management (Minnesota)
Minnesota
$17.4M 222,029 -17,191 -7%
TSW
13
Thompson Siegel & Walmsley
Virginia
$14.5M 184,682 -27,364 -13%
Northern Trust
14
Northern Trust
Illinois
$13.8M 176,331 -774 -0.4%
BIT
15
BlackRock Institutional Trust
California
$11.4M 145,850 -10,124 -6%
CAM
16
Cortina Asset Management
Wisconsin
$11.4M 145,403 +246 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.1M 141,325 -2,001 -1%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$10.3M 131,103 – –
Invesco
19
Invesco
Georgia
$10M 127,729 +50,629 +66%
WA
20
Wasatch Advisors
Utah
$8.88M 113,162 -14,050 -11%
EIM
21
Essex Investment Management
Massachusetts
$7.01M 89,314 +11,402 +15%
Allianz Asset Management
22
Allianz Asset Management
Germany
$6.04M 76,987 -43,484 -36%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.83M 74,313 +5,581 +8%
PI
24
Putnam Investments
Massachusetts
$5.64M 71,892 -75,885 -51%
AP
25
Alydar Partners
Massachusetts
$5.49M 70,000 +70,000 New
1
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