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Axos Financial
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Overview Fund Activity

247 hedge funds and large institutions have $1.94B invested in Axos Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
-14
Holders Change %
-5.36%
% of All Funds
5.66%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
19
Increased
80
Reduced
94
Closed
31
Calls
$24.9M
Puts
$62.7M
Net Calls
-$37.8M
Net Calls Change
-$13.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$265M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$16.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.7M
4
BlackRock
4
BlackRock
New York
$345M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$59.8M
2
DAM
2
Davis Asset Management
California
$33.8M
3
PM
3
Pembroke Management
Quebec, Canada
$23.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
FAM
5
Fred Alger Management
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$345M 8,435,089 +209,319 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M 6,472,774 +650,927 +11%
State Street
3
State Street
Massachusetts
$104M 2,541,971 +15,503 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.9M 2,074,956 +22,234 +1%
Ameriprise
5
Ameriprise
Minnesota
$79.8M 1,951,791 -24,181 -1%
Invesco
6
Invesco
Georgia
$59.8M 1,462,597 -882,031 -38%
VOAM
7
Vertex One Asset Management
British Columbia, Canada
$43.8M 1,070,264 -95,500 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$36.6M 893,786 -26,811 -3%
RHJA
9
Rice Hall James & Associates
California
$35.8M 875,365 -3,139 -0.4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$35.5M 867,461 +165,192 +24%
Northern Trust
11
Northern Trust
Illinois
$34.2M 835,049 +88,776 +12%
DAM
12
Davis Asset Management
California
$33.8M 826,293 -673,707 -45%
EA
13
Emerald Advisers
Pennsylvania
$29.2M 713,973 -8,230 -1%
SI
14
Shaker Investments
Ohio
$29M 708,522 -96,786 -12%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$27.3M 667,666 +30,942 +5%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.9M 657,762 +46,860 +8%
FAM
17
Fred Alger Management
New York
$26.6M 651,330 -250,467 -28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24.6M 601,117 +74,708 +14%
PM
19
Pembroke Management
Quebec, Canada
$23.1M 565,436 -343,500 -38%
Norges Bank
20
Norges Bank
Norway
$21.2M 517,349 +17,410 +3%
APG Asset Management
21
APG Asset Management
Netherlands
$20.4M 581,700 +161,100 +38%
PP
22
Prudential plc
United Kingdom
$20.2M 494,300 -170,300 -26%
Principal Financial Group
23
Principal Financial Group
Iowa
$19.9M 485,337 +55,485 +13%
BCM
24
Basswood Capital Management
New York
$19.7M 480,899 – –
RA
25
Royce & Associates
New York
$19.5M 477,598 -33,749 -7%
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