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Axos Financial
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Overview Fund Activity

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$37.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$8.59M
5
State Street
5
State Street
Massachusetts
$101M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$6.94M
2
FAM
2
Fred Alger Management
New York
$42.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$20.9M
4
FP
4
Foundry Partners
Minnesota
$4.85M
5
RA
5
Royce & Associates
New York
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$405M 8,727,609 -19,691 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M 5,792,803 +80,806 +1%
State Street
3
State Street
Massachusetts
$101M 2,169,986 +170,470 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96.9M 2,088,327 +16,335 +0.8%
Ameriprise
5
Ameriprise
Minnesota
$93M 2,004,725 +39,442 +2%
WA
6
Wasatch Advisors
Utah
$85M 1,831,802 +26,763 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$80.1M 1,726,330 +196,915 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$44.5M 959,873 +20,218 +2%
EIP
9
Epoch Investment Partners
New York
$43.4M 935,991 +101,316 +12%
GCM
10
Geneva Capital Management
Wisconsin
$43.1M 929,660 -10,756 -1%
FAM
11
Fred Alger Management
New York
$42.7M 920,421 -167,032 -15%
RHJA
12
Rice Hall James & Associates
California
$39.9M 859,130 -25,575 -3%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$37.9M 812,059 +212,060 +35%
Northern Trust
14
Northern Trust
Illinois
$36.6M 789,371 -23,761 -3%
DAM
15
Davis Asset Management
California
$36M 775,000 +25,000 +3%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$32.1M 692,655 +21,943 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.8M 663,475 -41,152 -6%
Norges Bank
18
Norges Bank
Norway
$23.6M 507,811 – –
PM
19
Pembroke Management
Quebec, Canada
$23.2M 499,350 +9,258 +2%
Charles Schwab
20
Charles Schwab
California
$22.2M 479,560 +17,969 +4%
SI
21
Shaker Investments
Ohio
$21.6M 466,430 -4,995 -1%
OCM
22
Orchard Capital Management
Illinois
$21.2M 456,571 +10,000 +2%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$20.9M 450,000 -150,000 -25%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$20M 430,530 +42,933 +11%
RI
25
Redwood Investments
Massachusetts
$19.4M 417,902 +1,621 +0.4%
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