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Axos Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in Axos Financial in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
5.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
40
Increased
82
Reduced
64
Closed
26
Calls
$37.5M
Puts
$178M
Net Calls
-$141M
Net Calls Change
-$38.1M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$93.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$21.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$19.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.1M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$5.13M
2
NAP
2
New Amsterdam Partners
New York
$5.86M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.4M
4
PM
4
Pembroke Management
Quebec, Canada
$64.2M
5
WC
5
Weatherbie Capital
Massachusetts
$55M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M 1,405,290 +66,090 +5%
BFA
2
BlackRock Fund Advisors
California
$113M 877,867 +55,019 +7%
SOMRS
3
State of Michigan Retirement System
Michigan
$93.1M 723,000 +608,000 +529%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.9M 720,977 +186,976 +35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77.8M 603,979 +3,801 +0.6%
PM
6
Pembroke Management
Quebec, Canada
$64.2M 498,584 -155,620 -24%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$59.1M 458,412 -130,692 -22%
WC
8
Weatherbie Capital
Massachusetts
$55M 426,552 -144,675 -25%
BIT
9
BlackRock Institutional Trust
California
$46.9M 363,853 +104,083 +40%
DAM
10
Davis Asset Management
California
$42.5M 330,000 +11,000 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$37.1M 287,900 +112,900 +65%
State Street
12
State Street
Massachusetts
$36.4M 282,362 +6,277 +2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$36.4M 282,274 -166,449 -37%
SI
14
Shaker Investments
Ohio
$36.1M 280,267 -20,539 -7%
Northern Trust
15
Northern Trust
Illinois
$28.9M 224,217 +7,097 +3%
TCP
16
TAMRO Capital Partners
Virginia
$27.3M 212,177 -72,510 -25%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$21.5M 166,869 +166,869 New
Victory Capital Management
18
Victory Capital Management
Texas
$19.1M 147,975 +147,036 +15,659%
GA
19
Geneva Advisors
Illinois
$18.1M 140,463 -95,781 -41%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$18.1M 140,441 +3,787 +3%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$17.1M 132,799 -18,000 -12%
SCA
22
Summit Creek Advisors
Minnesota
$16.4M 126,958 -30,445 -19%
NPIC
23
Neumeier Poma Investment Counsel
California
$13.8M 107,120 +107,120 New
GIP
24
Granite Investment Partners
California
$13.2M 102,082 +6,426 +7%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.4M 96,274 +51,135 +113%
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