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Axos Financial
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Overview Fund Activity

202 hedge funds and large institutions have $830M invested in Axos Financial in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 46 closing their positions.

Holders
202
Holders Change
-22
Holders Change %
-9.82%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
67
Reduced
70
Closed
46
Calls
$3.44M
Puts
$4.87M
Net Calls
-$1.43M
Net Calls Change
+$5.69M

Top Buyers

1
GCM
1
Geneva Capital Management
Wisconsin
$16.8M
2
BCM
2
Basswood Capital Management
New York
$20.5M
3
TG
3
TCW Group
California
$5.15M
4
FG
4
Formula Growth
Quebec, Canada
$5.75M
5
FP
5
Foundry Partners
Minnesota
$4.07M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Man Group
2
Man Group
United Kingdom
$0
3
PCM
3
Peregrine Capital Management
Minnesota
$0
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.33M
5
MFIMFI
5
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$154M 8,473,117 -237,931 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M 5,642,210 +89,137 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.4M 2,339,216 -24,154 -1%
EIP
4
Epoch Investment Partners
New York
$41M 2,263,511 +130,557 +6%
State Street
5
State Street
Massachusetts
$35.4M 1,952,720 +106,854 +6%
Ameriprise
6
Ameriprise
Minnesota
$33.9M 1,867,871 +43,893 +2%
RHJA
7
Rice Hall James & Associates
California
$20.7M 1,140,691 -38,535 -3%
BCM
8
Basswood Capital Management
New York
$20.5M 1,132,069 +651,170 +135%
Invesco
9
Invesco
Georgia
$19.9M 1,095,016 +20,924 +2%
WA
10
Wasatch Advisors
Utah
$18.1M 996,083 -49,280 -5%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$17.7M 975,000 +90,000 +10%
Northern Trust
12
Northern Trust
Illinois
$17.2M 946,940 +6,358 +0.7%
GCM
13
Geneva Capital Management
Wisconsin
$16.8M 924,651 +924,651 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.2M 780,631 +60,072 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14M 774,243 -39,374 -5%
PM
16
Pembroke Management
Quebec, Canada
$12.1M 668,945 -178,326 -21%
SI
17
Shaker Investments
Ohio
$11.7M 645,602 -13,028 -2%
Norges Bank
18
Norges Bank
Norway
$11.3M 622,851 – –
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$9.07M 500,324 +42,425 +9%
PP
20
Prudential plc
United Kingdom
$8.69M 479,250 +2,250 +0.5%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$7.65M 421,800 +11,600 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.33M 404,537 -24,889 -6%
Charles Schwab
23
Charles Schwab
California
$6.7M 369,736 +31,356 +9%
Goldman Sachs
24
Goldman Sachs
New York
$5.91M 325,929 +138,583 +74%
RA
25
Royce & Associates
New York
$5.9M 325,599 +13,616 +4%
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