AX icon

Axos Financial
AX

Overview Fund Activity

230 hedge funds and large institutions have $1.6B invested in Axos Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 49 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
80
Reduced
79
Closed
49
Calls
$19.5M
Puts
$54.7M
Net Calls
-$35.2M
Net Calls Change
+$2.63M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$47.2M
2
BlackRock
2
BlackRock
New York
$300M
3
APG Asset Management
3
APG Asset Management
Netherlands
$24.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$12.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$229M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
PM
3
Pembroke Management
Quebec, Canada
$0
4
DAM
4
Davis Asset Management
California
$6.96M
5
QI
5
QS Investors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$300M 8,718,284 +283,195 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M 6,656,791 +184,017 +3%
State Street
3
State Street
Massachusetts
$90.9M 2,642,761 +100,790 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74.1M 2,155,613 +80,657 +4%
Ameriprise
5
Ameriprise
Minnesota
$66.5M 1,932,870 -18,921 -1%
EIP
6
Epoch Investment Partners
New York
$47.2M 1,371,572 +899,341 +190%
Invesco
7
Invesco
Georgia
$44.6M 1,296,602 -165,995 -11%
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$36.5M 1,060,264 -10,000 -0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$31.4M 913,073 +19,287 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$30.7M 892,641 +25,180 +3%
RHJA
11
Rice Hall James & Associates
California
$29.3M 851,560 -23,805 -3%
Northern Trust
12
Northern Trust
Illinois
$28.9M 840,194 +5,145 +0.6%
APG Asset Management
13
APG Asset Management
Netherlands
$24.9M 841,800 +260,100 +45%
SI
14
Shaker Investments
Ohio
$24.1M 701,645 -6,877 -1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$22.9M 666,058 -1,608 -0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.5M 625,850 +24,733 +4%
Norges Bank
17
Norges Bank
Norway
$18.8M 545,541 +28,192 +5%
FAM
18
Fred Alger Management
New York
$17.9M 521,782 -129,548 -20%
Principal Financial Group
19
Principal Financial Group
Iowa
$17.5M 509,154 +23,817 +5%
PP
20
Prudential plc
United Kingdom
$16.7M 486,200 -8,100 -2%
RA
21
Royce & Associates
New York
$16.6M 482,255 +4,657 +1%
BCM
22
Basswood Capital Management
New York
$16.5M 480,899 – –
WA
23
Wasatch Advisors
Utah
$13.7M 398,936 -17,380 -4%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$12.7M 370,000 +185,000 +100%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$12.6M 365,854 -44,417 -11%
1
2 3 4 5