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Axos Financial
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Overview Fund Activity

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$61.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13M
4
Millennium Management
4
Millennium Management
New York
$8.22M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600K
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
RA
3
Royce & Associates
New York
$8.24M
4
OCM
4
Osterweis Capital Management
California
$0
5
State Street
5
State Street
Massachusetts
$51.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$238M 8,606,106 +31,280 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M 5,598,329 +82,093 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$65.6M 2,370,791 +11,951 +0.5%
EIP
4
Epoch Investment Partners
New York
$61.9M 2,237,135 +506,961 +29%
Ameriprise
5
Ameriprise
Minnesota
$53.5M 1,935,868 -105,618 -5%
State Street
6
State Street
Massachusetts
$51.2M 1,851,739 -114,268 -6%
RHJA
7
Rice Hall James & Associates
California
$33.5M 1,210,085 -21,826 -2%
Invesco
8
Invesco
Georgia
$30.2M 1,092,123 -10,482 -1%
Northern Trust
9
Northern Trust
Illinois
$26.6M 963,374 +47,350 +5%
PM
10
Pembroke Management
Quebec, Canada
$23.5M 850,890 -11,119 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$22.8M 826,144 -26,907 -3%
WA
12
Wasatch Advisors
Utah
$22.7M 820,438 +96,130 +13%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$21.5M 778,354 +3,043 +0.4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$19.4M 702,122 +20,652 +3%
SI
15
Shaker Investments
Ohio
$18.6M 672,305 -3,285 -0.5%
Norges Bank
16
Norges Bank
Norway
$17.2M 622,851 – –
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$16.4M 593,779 +133,779 +29%
PP
18
Prudential plc
United Kingdom
$13.9M 501,000 -46,100 -8%
BCM
19
Basswood Capital Management
New York
$13.3M 480,899 – –
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$13M 468,682 +216,420 +86%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.9M 465,036 -263 -0.1%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$12.4M 448,484 +118,617 +36%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$10.4M 375,100 – –
Wellington Management Group
24
Wellington Management Group
Massachusetts
$10.3M 370,884 +295,870 +394%
Morgan Stanley
25
Morgan Stanley
New York
$9.79M 353,997 -58,980 -14%
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