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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $1.17B invested in Axos Financial in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
245
Holders Change
+15
Holders Change %
+6.52%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
55
Increased
56
Reduced
85
Closed
37
Calls
$10.1M
Puts
$16.7M
Net Calls
-$6.62M
Net Calls Change
+$28.6M

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$30.5M
2
STB
2
S&T Bank
Pennsylvania
$7.98M
3
QI
3
QS Investors
New York
$5.08M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.66M
5
PPA
5
Parametric Portfolio Associates
Washington
$4.26M

Top Sellers

1
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$14.4M
2
State Street
2
State Street
Massachusetts
$55.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$221M 8,791,447 +73,163 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M 6,331,327 -325,464 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.5M 2,242,735 +87,122 +4%
State Street
4
State Street
Massachusetts
$55.4M 2,201,001 -441,760 -17%
Ameriprise
5
Ameriprise
Minnesota
$49.9M 1,980,787 +47,917 +2%
EIP
6
Epoch Investment Partners
New York
$38M 1,507,414 +135,842 +10%
RHJA
7
Rice Hall James & Associates
California
$30.5M 1,211,866 +360,306 +42%
Invesco
8
Invesco
Georgia
$29.1M 1,155,421 -141,181 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.9M 869,132 -43,941 -5%
APG Asset Management
10
APG Asset Management
Netherlands
$21.3M 965,300 +123,500 +15%
Northern Trust
11
Northern Trust
Illinois
$20.8M 827,104 -13,090 -2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$19.6M 780,283 +114,225 +17%
SI
13
Shaker Investments
Ohio
$17.5M 695,615 -6,030 -0.9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$16.9M 670,752 -221,889 -25%
FAM
15
Fred Alger Management
New York
$16.7M 664,326 +142,544 +27%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$15.1M 599,618 -26,232 -4%
VOAM
17
Vertex One Asset Management
British Columbia, Canada
$14.4M 570,364 -489,900 -46%
PP
18
Prudential plc
United Kingdom
$14.1M 561,500 +75,300 +15%
Norges Bank
19
Norges Bank
Norway
$13.7M 545,541 – –
Principal Financial Group
20
Principal Financial Group
Iowa
$12.4M 493,080 -16,074 -3%
RA
21
Royce & Associates
New York
$12.3M 488,563 +6,308 +1%
BCM
22
Basswood Capital Management
New York
$12.1M 480,899 – –
WA
23
Wasatch Advisors
Utah
$12M 477,225 +78,289 +20%
Deutsche Bank
24
Deutsche Bank
Germany
$9.95M 395,168 +39,565 +11%
STB
25
S&T Bank
Pennsylvania
$7.98M 316,895 +316,895 New
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