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Axos Financial
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Overview Fund Activity

217 hedge funds and large institutions have $994M invested in Axos Financial in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
66
Reduced
71
Closed
19
Calls
$8.86M
Puts
$8.26M
Net Calls
+$596K
Net Calls Change
+$2.03M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$25.8M
2
Wells Fargo
2
Wells Fargo
California
$8.49M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55M
4
BCM
4
Bridgeway Capital Management
Texas
$5.34M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.21M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$15.6M
2
Ameriprise
2
Ameriprise
Minnesota
$35.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M
4
Invesco
4
Invesco
Georgia
$19.4M
5
EIP
5
Epoch Investment Partners
New York
$45.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$184M 8,321,332 -151,785 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M 5,371,612 -270,598 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55M 2,490,586 +151,370 +6%
EIP
4
Epoch Investment Partners
New York
$45.5M 2,061,513 -201,998 -9%
State Street
5
State Street
Massachusetts
$44.5M 2,014,026 +61,306 +3%
Ameriprise
6
Ameriprise
Minnesota
$35.2M 1,594,050 -273,821 -15%
Northern Trust
7
Northern Trust
Illinois
$25.8M 1,166,221 +219,281 +23%
RHJA
8
Rice Hall James & Associates
California
$24.5M 1,108,677 -32,014 -3%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$22.6M 1,025,000 +50,000 +5%
GCM
10
Geneva Capital Management
Wisconsin
$21M 951,583 +26,932 +3%
WA
11
Wasatch Advisors
Utah
$20.9M 947,457 -48,626 -5%
Invesco
12
Invesco
Georgia
$19.4M 877,443 -217,573 -20%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17.2M 779,488 -1,143 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.5M 748,666 -25,577 -3%
BCM
15
Basswood Capital Management
New York
$15.6M 708,245 -423,824 -37%
Norges Bank
16
Norges Bank
Norway
$14.6M 659,565 +36,714 +6%
SI
17
Shaker Investments
Ohio
$14.3M 646,671 +1,069 +0.2%
PM
18
Pembroke Management
Quebec, Canada
$13.8M 625,829 -43,116 -6%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$11.5M 519,620 +19,296 +4%
PP
20
Prudential plc
United Kingdom
$10.3M 467,600 -11,650 -2%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$9.31M 421,800 – –
Charles Schwab
22
Charles Schwab
California
$8.96M 405,539 +35,803 +10%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.56M 387,644 -16,893 -4%
Wells Fargo
24
Wells Fargo
California
$8.49M 384,719 +207,434 +117%
Morgan Stanley
25
Morgan Stanley
New York
$7.25M 328,269 +4,829 +1%
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