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Axos Financial
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Overview Fund Activity

152 hedge funds and large institutions have $777M invested in Axos Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 34 closing their positions.

Holders
152
Holders Change
-20
Holders Change %
-11.63%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
50
Reduced
59
Closed
34
Calls
$19.3M
Puts
$29.9M
Net Calls
-$10.6M
Net Calls Change
-$2.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.6M
2
TCM
2
TimesSquare Capital Management
New York
$33.9M
3
PM
3
Pembroke Management
Quebec, Canada
$43.6M
4
SFM
4
Systematic Financial Management
New Jersey
$10.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$8.36M

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$6.24M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$39.7M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
TCP
4
TAMRO Capital Partners
Virginia
$27.5M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.6M 1,067,400 +804,300 +306%
BFA
2
BlackRock Fund Advisors
California
$47.9M 659,242 -5,309 -0.8%
PM
3
Pembroke Management
Quebec, Canada
$43.6M 599,904 +152,704 +34%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.7M 546,000 -182,800 -25%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.1M 538,202 -54,314 -9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$38.5M 529,885 +23,994 +5%
WC
7
Weatherbie Capital
Massachusetts
$38.3M 527,037 +54,742 +12%
Vanguard Group
8
Vanguard Group
Pennsylvania
$35.6M 489,709 +30,669 +7%
TCM
9
TimesSquare Capital Management
New York
$33.9M 466,900 +466,900 New
TCP
10
TAMRO Capital Partners
Virginia
$27.5M 378,205 -69,064 -15%
NAP
11
New Amsterdam Partners
New York
$23.5M 322,842 +6,534 +2%
SI
12
Shaker Investments
Ohio
$23.2M 319,003 -40 -0%
State Street
13
State Street
Massachusetts
$17.4M 239,476 +546 +0.2%
TSW
14
Thompson Siegel & Walmsley
Virginia
$13.5M 185,477 +340 +0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13.1M 180,189 +12,420 +7%
Northern Trust
16
Northern Trust
Illinois
$12.3M 169,374 +16,207 +11%
Allianz Asset Management
17
Allianz Asset Management
Germany
$12.3M 169,943 +62,560 +58%
BIT
18
BlackRock Institutional Trust
California
$11.2M 154,079 -12,525 -8%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$11.1M 152,405 -3,900 -2%
SFM
20
Systematic Financial Management
New Jersey
$10.9M 150,175 +150,175 New
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$9.53M 131,103 – –
GCM
22
Geneva Capital Management
Wisconsin
$9.21M 126,688 -2,262 -2%
AC
23
Ascend Capital
California
$8.73M 120,025 +25,525 +27%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$8.36M 115,000 +115,000 New
CAM
25
Cortina Asset Management
Wisconsin
$7.79M 107,174 +2,076 +2%
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