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Axos Financial
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Overview Fund Activity

164 hedge funds and large institutions have $753M invested in Axos Financial in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+22
Holders Change %
+15.49%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
55
Reduced
62
Closed
12
Calls
$28.5M
Puts
$38.7M
Net Calls
-$10.2M
Net Calls Change
+$2.57M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$38M
2
NAP
2
New Amsterdam Partners
New York
$21M
3
TCP
3
TAMRO Capital Partners
Virginia
$16.3M
4
AA
4
Antipodean Advisors
New York
$12M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$13.3M

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.6M
3
ACMM
3
Arbor Capital Management (Minnesota)
Minnesota
$6.08M
4
WA
4
Wasatch Advisors
Utah
$1.29M
5
EIM
5
Essex Investment Management
Massachusetts
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$61.4M 715,600 -28,900 -4%
BFA
2
BlackRock Fund Advisors
California
$59.9M 699,030 +15,893 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.9M 523,502 +14,359 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38M 443,063 +404,095 +1,037%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.7M 439,363 +17,209 +4%
WC
6
Weatherbie Capital
Massachusetts
$35.9M 418,300 +65,035 +18%
PM
7
Pembroke Management
Quebec, Canada
$33.4M 389,900 +24,300 +7%
SI
8
Shaker Investments
Ohio
$27.3M 318,553 -6,024 -2%
GGHC
9
Gilder Gagnon Howe & Co
New York
$25.1M 292,273 -159,485 -35%
NAP
10
New Amsterdam Partners
New York
$21M 244,413 +244,413 New
State Street
11
State Street
Massachusetts
$20.9M 244,065 +7,968 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$19.6M 228,600 -153,500 -40%
TCP
13
TAMRO Capital Partners
Virginia
$16.3M 190,477 +190,477 New
TSW
14
Thompson Siegel & Walmsley
Virginia
$16M 186,005 +1,323 +0.7%
Northern Trust
15
Northern Trust
Illinois
$14.6M 170,420 -5,911 -3%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$13.3M 155,305 +136,905 +744%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.3M 154,547 +13,222 +9%
BIT
18
BlackRock Institutional Trust
California
$12.8M 149,280 +3,430 +2%
Ameriprise
19
Ameriprise
Minnesota
$12M 140,189 +92,024 +191%
AA
20
Antipodean Advisors
New York
$12M 140,000 +140,000 New
CAM
21
Cortina Asset Management
Wisconsin
$11.8M 137,184 -8,219 -6%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$11.2M 131,103 – –
Invesco
23
Invesco
Georgia
$10.1M 117,507 -10,222 -8%
Two Sigma Investments
24
Two Sigma Investments
New York
$6.79M 79,121 +17,224 +28%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.72M 78,389 +4,076 +5%
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