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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
74
Reduced
82
Closed
25
Calls
$3.03M
Puts
$620K
Net Calls
+$2.41M
Net Calls Change
-$2.71M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$33.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.6M
4
Ameriprise
4
Ameriprise
Minnesota
$110M
5
BlackRock
5
BlackRock
New York
$489M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$33.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$795K
3
EIP
3
Epoch Investment Partners
New York
$46.7M
4
BCM
4
Basswood Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$489M 8,747,300 +86,947 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M 5,711,997 +237,076 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$116M 2,071,992 -49,163 -2%
State Street
4
State Street
Massachusetts
$112M 1,999,516 -13,284 -0.7%
Ameriprise
5
Ameriprise
Minnesota
$110M 1,965,283 +105,117 +6%
WA
6
Wasatch Advisors
Utah
$101M 1,805,039 -115,198 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$85.5M 1,529,415 +21,932 +1%
FAM
8
Fred Alger Management
New York
$60.8M 1,087,453 +1,068 +0.1%
GCM
9
Geneva Capital Management
Wisconsin
$52.6M 940,416 -20,305 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.5M 939,655 +14,589 +2%
RHJA
11
Rice Hall James & Associates
California
$49.5M 884,705 -44,549 -5%
EIP
12
Epoch Investment Partners
New York
$46.7M 834,675 -236,749 -22%
Northern Trust
13
Northern Trust
Illinois
$45.5M 813,132 -7,003 -0.9%
DAM
14
Davis Asset Management
California
$41.9M 750,000 +74,324 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$39.4M 704,627 -48,883 -6%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$37.5M 670,712 +63,910 +11%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$33.5M 600,000 -800,000 -57%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$33.5M 599,999 +599,999 New
Norges Bank
19
Norges Bank
Norway
$28.4M 507,811 – –
PM
20
Pembroke Management
Quebec, Canada
$27.4M 490,092 -8,905 -2%
SI
21
Shaker Investments
Ohio
$26.4M 471,425 -39,926 -8%
Charles Schwab
22
Charles Schwab
California
$25.8M 461,591 +8,033 +2%
OCM
23
Orchard Capital Management
Illinois
$25M 446,571 – –
Principal Financial Group
24
Principal Financial Group
Iowa
$23.4M 417,933 -38,270 -8%
RI
25
Redwood Investments
Massachusetts
$23.3M 416,281 -4,504 -1%
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