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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$315M 8,405,887 +381,379 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M 5,125,164 -10,591 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91.5M 2,438,254 -49,917 -2%
State Street
4
State Street
Massachusetts
$70.8M 1,887,194 +29,937 +2%
EIP
5
Epoch Investment Partners
New York
$69.7M 1,857,922 -157,956 -8%
Ameriprise
6
Ameriprise
Minnesota
$59.9M 1,595,665 +29,807 +2%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$51.6M 1,375,000 +25,000 +2%
WA
8
Wasatch Advisors
Utah
$50M 1,331,591 -8,862 -0.7%
RHJA
9
Rice Hall James & Associates
California
$43.4M 1,157,012 -28,142 -2%
Northern Trust
10
Northern Trust
Illinois
$41.3M 1,099,616 -37,954 -3%
GCM
11
Geneva Capital Management
Wisconsin
$37.7M 1,005,407 +29,998 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.3M 806,477 +17,817 +2%
Norges Bank
13
Norges Bank
Norway
$26.7M 712,466 +8,869 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.3M 700,095 -16,452 -2%
DAM
15
Davis Asset Management
California
$25.4M 675,676 +87,700 +15%
Invesco
16
Invesco
Georgia
$22.7M 604,453 +35,240 +6%
SI
17
Shaker Investments
Ohio
$21.5M 572,896 -69,123 -11%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$21.1M 562,281 +412,654 +276%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$19.4M 516,169 -6,294 -1%
PM
20
Pembroke Management
Quebec, Canada
$17.6M 469,698 -107,734 -19%
FAM
21
Fred Alger Management
New York
$17.2M 459,016 -79,893 -15%
Charles Schwab
22
Charles Schwab
California
$16.1M 430,174 +14,901 +4%
Principal Financial Group
23
Principal Financial Group
Iowa
$15.3M 406,632 +36,320 +10%
Wells Fargo
24
Wells Fargo
California
$14.1M 376,713 -13,140 -3%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$14.1M 375,100 -46,700 -11%
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