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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in Axos Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 29 closing their positions.

Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
18
Increased
68
Reduced
77
Closed
29
Calls
$7.25M
Puts
$3.79M
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$31.2M
2
DAM
2
Davis Asset Management
California
$13.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$31.5M
4
FAM
4
Fred Alger Management
New York
$12.6M
5
MG
5
Magnolia Group
Nebraska
$3.69M

Top Sellers

1
Invesco
1
Invesco
Georgia
$13.3M
2
BlackRock
2
BlackRock
New York
$187M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M
4
FG
4
Formula Growth
Quebec, Canada
$924K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$187M 8,024,508 -296,824 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M 5,135,755 -235,857 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58M 2,488,171 -2,415 -0.1%
EIP
4
Epoch Investment Partners
New York
$47M 2,015,878 -45,635 -2%
State Street
5
State Street
Massachusetts
$43.3M 1,857,257 -156,769 -8%
Ameriprise
6
Ameriprise
Minnesota
$36.5M 1,565,858 -28,192 -2%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$31.5M 1,350,000 +325,000 +32%
WA
8
Wasatch Advisors
Utah
$31.2M 1,340,453 +392,996 +41%
RHJA
9
Rice Hall James & Associates
California
$27.6M 1,185,154 +76,477 +7%
Northern Trust
10
Northern Trust
Illinois
$26.5M 1,137,570 -28,651 -2%
GCM
11
Geneva Capital Management
Wisconsin
$22.7M 975,409 +23,826 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.4M 788,660 +9,172 +1%
BCM
13
Basswood Capital Management
New York
$17.4M 747,028 +38,783 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.7M 716,547 -32,119 -4%
Norges Bank
15
Norges Bank
Norway
$16.4M 703,597 +44,032 +7%
SI
16
Shaker Investments
Ohio
$15M 642,019 -4,652 -0.7%
DAM
17
Davis Asset Management
California
$13.7M 587,976 +389,548 +196%
PM
18
Pembroke Management
Quebec, Canada
$13.5M 577,432 -48,397 -8%
Invesco
19
Invesco
Georgia
$13.3M 569,213 -308,230 -35%
FAM
20
Fred Alger Management
New York
$12.6M 538,909 +245,710 +84%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$12.2M 522,463 +2,843 +0.5%
PP
22
Prudential plc
United Kingdom
$10.4M 447,700 -19,900 -4%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$9.83M 421,800 – –
Charles Schwab
24
Charles Schwab
California
$9.68M 415,273 +9,734 +2%
Wells Fargo
25
Wells Fargo
California
$9.09M 389,853 +5,134 +1%
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