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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$446M 8,660,353 +43,120 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M 5,474,921 +46,829 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$109M 2,121,155 -74,764 -3%
State Street
4
State Street
Massachusetts
$104M 2,012,800 -100,562 -5%
WA
5
Wasatch Advisors
Utah
$99M 1,920,237 +176,193 +10%
Ameriprise
6
Ameriprise
Minnesota
$95.9M 1,860,166 -96,915 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$77.7M 1,507,483 +540,877 +56%
Robeco Institutional Asset Management
8
Robeco Institutional Asset Management
Netherlands
$72.2M 1,400,000 +50,000 +4%
FAM
9
Fred Alger Management
New York
$56M 1,086,385 +3,869 +0.4%
EIP
10
Epoch Investment Partners
New York
$55.2M 1,071,424 +5,057 +0.5%
GCM
11
Geneva Capital Management
Wisconsin
$49.5M 960,721 -5,802 -0.6%
RHJA
12
Rice Hall James & Associates
California
$47.9M 929,254 -16,405 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$47.7M 925,066 +14,564 +2%
Northern Trust
14
Northern Trust
Illinois
$42.3M 820,135 -17,238 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$38.8M 753,510 +42,946 +6%
DAM
16
Davis Asset Management
California
$31.3M 675,676 – –
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$31.3M 606,802 +175,487 +41%
SI
18
Shaker Investments
Ohio
$26.4M 511,351 -21,268 -4%
Norges Bank
19
Norges Bank
Norway
$26.2M 507,811 -27,882 -5%
PM
20
Pembroke Management
Quebec, Canada
$25.7M 498,997 +1,168 +0.2%
Principal Financial Group
21
Principal Financial Group
Iowa
$23.5M 456,203 +8,768 +2%
Charles Schwab
22
Charles Schwab
California
$23.4M 453,558 +12,967 +3%
OCM
23
Orchard Capital Management
Illinois
$23M 446,571 – –
RA
24
Royce & Associates
New York
$21.7M 420,836 +43,345 +11%
RI
25
Redwood Investments
Massachusetts
$21.7M 420,785 +214,805 +104%
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