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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $2B invested in Axos Financial in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 59 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
261
Holders Change
+24
Holders Change %
+10.13%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
51
Increased
59
Reduced
108
Closed
24
Calls
$35.6M
Puts
$60.3M
Net Calls
-$24.6M
Net Calls Change
+$9.82M

Top Buyers

1
State Street
1
State Street
Massachusetts
$102M
2
Norges Bank
2
Norges Bank
Norway
$20.3M
3
BlackRock
3
BlackRock
New York
$333M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$236M
5
CTA
5
Carillon Tower Advisers
Florida
$5.06M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$19.5M
2
DAM
2
Davis Asset Management
California
$60.8M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.7M
4
Invesco
4
Invesco
Georgia
$95M
5
VOAM
5
Vertex One Asset Management
British Columbia, Canada
$47.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$333M 8,225,770 +296,440 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$236M 5,821,847 +161,129 +3%
State Street
3
State Street
Massachusetts
$102M 2,526,468 +1,053,089 +71%
Invesco
4
Invesco
Georgia
$95M 2,344,628 -309,676 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$83.2M 2,052,722 -129,037 -6%
Ameriprise
6
Ameriprise
Minnesota
$80.1M 1,975,972 -249,627 -11%
DAM
7
Davis Asset Management
California
$60.8M 1,500,000 -500,000 -25%
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$47.2M 1,165,764 -252,462 -18%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$37.3M 920,597 -58,628 -6%
PM
10
Pembroke Management
Quebec, Canada
$36.8M 908,936 -241,600 -21%
FAM
11
Fred Alger Management
New York
$36.6M 901,797 -238,508 -21%
RHJA
12
Rice Hall James & Associates
California
$35.6M 878,504 -7,968 -0.9%
SI
13
Shaker Investments
Ohio
$32.6M 805,308 -186,635 -19%
Northern Trust
14
Northern Trust
Illinois
$30.2M 746,273 -23,710 -3%
EA
15
Emerald Advisers
Pennsylvania
$29.3M 722,203 -32,503 -4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$28.5M 702,269 +46,008 +7%
PP
17
Prudential plc
United Kingdom
$26.9M 664,600 -242,700 -27%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$25.8M 636,724 -161,668 -20%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.8M 610,902 +1,300 +0.2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.3M 526,409 +2,340 +0.4%
RA
21
Royce & Associates
New York
$20.7M 511,347 +5,360 +1%
Norges Bank
22
Norges Bank
Norway
$20.3M 499,939 +391,422 +361%
BCM
23
Basswood Capital Management
New York
$19.5M 480,899 -1,148,888 -70%
WA
24
Wasatch Advisors
Utah
$18.6M 459,247 -108,119 -19%
SCA
25
Stieven Capital Advisors
Missouri
$18.3M 451,002 -108,400 -19%
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