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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+12
Holders Change %
+5.83%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
29
Increased
62
Reduced
83
Closed
13
Calls
$20.4M
Puts
$29.4M
Net Calls
-$9.01M
Net Calls Change
+$16.1M

Top Buyers

1
OAM
1
Oxford Asset Management
United Kingdom
$5.99M
2
MC
2
Maverick Capital
Texas
$3.46M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$12.1M
4
RJA
4
Raymond James & Associates
Florida
$5.69M
5
PP
5
Prudential plc
United Kingdom
$23.1M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$4.89M
2
BCM
2
Basswood Capital Management
New York
$39.9M
3
ECP
3
Elk Creek Partners
Colorado
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$216M 7,594,861 +3,151 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M 5,605,563 +55,342 +1%
Invesco
3
Invesco
Georgia
$76.6M 2,692,199 +4,887 +0.2%
Ameriprise
4
Ameriprise
Minnesota
$66.3M 2,327,621 -111,345 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.6M 2,198,528 -13,451 -0.6%
DAM
6
Davis Asset Management
California
$56.9M 2,000,000 – –
VOAM
7
Vertex One Asset Management
British Columbia, Canada
$41.2M 1,446,226 -74,000 -5%
State Street
8
State Street
Massachusetts
$40M 1,404,191 -35,399 -2%
BCM
9
Basswood Capital Management
New York
$39.9M 1,400,875 -317,462 -18%
EA
10
Emerald Advisers
Pennsylvania
$35.5M 1,246,933 -89,530 -7%
PM
11
Pembroke Management
Quebec, Canada
$34.6M 1,215,836 -187,600 -13%
FAM
12
Fred Alger Management
New York
$33.4M 1,174,415 +44,210 +4%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.7M 1,113,135 -238,313 -18%
SI
14
Shaker Investments
Ohio
$29.4M 1,031,768 -23,474 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.1M 987,585 -5,648 -0.6%
SOMRS
16
State of Michigan Retirement System
Michigan
$27.4M 961,487 -100,000 -9%
PP
17
Prudential plc
United Kingdom
$23.1M 810,000 +91,500 +13%
RHJA
18
Rice Hall James & Associates
California
$22.4M 785,703 -23,949 -3%
Northern Trust
19
Northern Trust
Illinois
$22.3M 784,042 -39,104 -5%
WA
20
Wasatch Advisors
Utah
$18.5M 648,285 +15,338 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$16.9M 589,816 +20,373 +4%
SCA
22
Stieven Capital Advisors
Missouri
$16M 560,802 -117,800 -17%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$14.8M 520,638 -7,777 -1%
RA
24
Royce & Associates
New York
$14.8M 518,914 -42,086 -8%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$14.3M 500,589 -152,767 -23%
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