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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$400M 8,617,233 -66,170 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M 5,428,092 +152,674 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M 2,195,919 -179,128 -8%
State Street
4
State Street
Massachusetts
$98M 2,113,362 +27,519 +1%
Ameriprise
5
Ameriprise
Minnesota
$90.8M 1,957,081 +391,089 +25%
WA
6
Wasatch Advisors
Utah
$80.9M 1,744,044 +299,996 +21%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$62.6M 1,350,000 -50,000 -4%
FAM
8
Fred Alger Management
New York
$50.2M 1,082,516 +136,173 +14%
EIP
9
Epoch Investment Partners
New York
$49.5M 1,066,367 -271,433 -20%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$44.8M 966,606 +536,225 +125%
GCM
11
Geneva Capital Management
Wisconsin
$44.8M 966,523 -17,102 -2%
RHJA
12
Rice Hall James & Associates
California
$43.9M 945,659 -167,215 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$42.2M 910,502 +17,251 +2%
Northern Trust
14
Northern Trust
Illinois
$38.8M 837,373 -12,208 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$33M 710,564 +9,246 +1%
DAM
16
Davis Asset Management
California
$31.3M 675,676 – –
Norges Bank
17
Norges Bank
Norway
$24.9M 535,693 -48,240 -8%
SI
18
Shaker Investments
Ohio
$24.7M 532,619 -4,136 -0.8%
PM
19
Pembroke Management
Quebec, Canada
$23.1M 497,829 -10,533 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$20.8M 447,435 +30,412 +7%
OCM
21
Orchard Capital Management
Illinois
$20.7M 446,571 +47,266 +12%
Charles Schwab
22
Charles Schwab
California
$20.4M 440,591 +6,300 +1%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$20M 431,315 +90,608 +27%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$17.7M 381,900 – –
RA
25
Royce & Associates
New York
$17.5M 377,491 +3,203 +0.9%
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