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Axos Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.28B invested in Axos Financial in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
40
Increased
77
Reduced
54
Closed
21
Calls
$21.4M
Puts
$124M
Net Calls
-$103M
Net Calls Change
-$42.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$62.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$12.2M
4
DAM
4
Davis Asset Management
California
$33.7M
5
GA
5
Geneva Advisors
Illinois
$25M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
TCP
3
TAMRO Capital Partners
Virginia
$30.1M
4
PM
4
Pembroke Management
Quebec, Canada
$69.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$55K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M 1,339,200 +281,800 +27%
BFA
2
BlackRock Fund Advisors
California
$87M 822,848 +6,106 +0.7%
PM
3
Pembroke Management
Quebec, Canada
$69.2M 654,204 -64,000 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$63.4M 600,178 +18,448 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$62.3M 589,104 +273,610 +87%
WC
6
Weatherbie Capital
Massachusetts
$60.4M 571,227 +36,006 +7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$56.4M 534,001 +13,685 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$47.4M 448,723 -9,649 -2%
DAM
9
Davis Asset Management
California
$33.7M 319,000 +86,000 +37%
SI
10
Shaker Investments
Ohio
$31.8M 300,806 -11,060 -4%
TCP
11
TAMRO Capital Partners
Virginia
$30.1M 284,687 -73,315 -20%
State Street
12
State Street
Massachusetts
$29.2M 276,085 +12,526 +5%
BIT
13
BlackRock Institutional Trust
California
$27.5M 259,770 +55,256 +27%
NAP
14
New Amsterdam Partners
New York
$26.8M 253,180 +3,609 +1%
SFM
15
Systematic Financial Management
New Jersey
$26.7M 252,340 -18,850 -7%
GA
16
Geneva Advisors
Illinois
$25M 236,244 +80,046 +51%
Northern Trust
17
Northern Trust
Illinois
$23M 217,120 +4,223 +2%
TSW
18
Thompson Siegel & Walmsley
Virginia
$22.5M 212,816 -28,003 -12%
Renaissance Technologies
19
Renaissance Technologies
New York
$18.5M 175,000 -56,100 -24%
SCA
20
Summit Creek Advisors
Minnesota
$16.6M 157,403 +3,085 +2%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$15.9M 150,799 – –
William Blair & Company
22
William Blair & Company
Illinois
$14.6M 138,393 +351 +0.3%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$14.4M 136,654 +30,578 +29%
SOMRS
24
State of Michigan Retirement System
Michigan
$12.2M 115,000 +115,000 New
CAM
25
Cortina Asset Management
Wisconsin
$11.4M 107,420 -3,046 -3%
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