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Axos Financial
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Overview Fund Activity

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$44.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$16.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$16M
4
BlackRock
4
BlackRock
New York
$408M
5
Fidelity International
5
Fidelity International
Bermuda
$9.72M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$62.9M
2
Invesco
2
Invesco
Georgia
$8.25M
3
Northern Trust
3
Northern Trust
Illinois
$39.9M
4
STB
4
S&T Bank
Pennsylvania
$9.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$408M 8,683,403 +277,516 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M 5,275,418 +150,254 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$112M 2,375,047 -63,207 -3%
State Street
4
State Street
Massachusetts
$98.1M 2,085,843 +198,649 +11%
Ameriprise
5
Ameriprise
Minnesota
$73.6M 1,565,992 -29,673 -2%
WA
6
Wasatch Advisors
Utah
$67.9M 1,444,048 +112,457 +8%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$65.8M 1,400,000 +25,000 +2%
EIP
8
Epoch Investment Partners
New York
$62.9M 1,337,800 -520,122 -28%
RHJA
9
Rice Hall James & Associates
California
$52.3M 1,112,874 -44,138 -4%
GCM
10
Geneva Capital Management
Wisconsin
$46.2M 983,625 -21,782 -2%
FAM
11
Fred Alger Management
New York
$44.5M 946,343 +487,327 +106%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42M 893,251 +86,774 +11%
Northern Trust
13
Northern Trust
Illinois
$39.9M 849,581 -250,035 -23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$33M 701,318 +1,223 +0.2%
DAM
15
Davis Asset Management
California
$31.8M 675,676 – –
Norges Bank
16
Norges Bank
Norway
$27.5M 583,933 -128,533 -18%
SI
17
Shaker Investments
Ohio
$25.2M 536,755 -36,141 -6%
PM
18
Pembroke Management
Quebec, Canada
$23.9M 508,362 +38,664 +8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$23.8M 505,916 -10,253 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$23.4M 498,783 -63,498 -11%
Charles Schwab
21
Charles Schwab
California
$20.4M 434,291 +4,117 +1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$20.2M 430,381 +114,707 +36%
Principal Financial Group
23
Principal Financial Group
Iowa
$19.6M 417,023 +10,391 +3%
OCM
24
Orchard Capital Management
Illinois
$18.8M 399,305 +37,593 +10%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$18M 381,900 +6,800 +2%
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