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Axos Financial
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Overview Fund Activity

238 hedge funds and large institutions have $1.68B invested in Axos Financial in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 36 closing their positions.

Holders
238
Holders Change
-11
Holders Change %
-4.42%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
85
Reduced
81
Closed
36
Calls
$7.64M
Puts
$84.2M
Net Calls
-$76.6M
Net Calls Change
-$62.9M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.9M
2
BCM
2
Basswood Capital Management
New York
$19.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.35M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$16.6M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$485K
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$6.81M
3
BlackRock
3
BlackRock
New York
$304M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$304M 8,490,238 -237,371 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M 5,864,088 +71,285 +1%
State Street
3
State Street
Massachusetts
$82.9M 2,312,371 +142,385 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$75.7M 2,111,311 +22,984 +1%
Ameriprise
5
Ameriprise
Minnesota
$70.1M 1,955,821 -48,904 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$63.9M 1,782,695 +56,365 +3%
WA
7
Wasatch Advisors
Utah
$59.4M 1,657,831 -173,971 -9%
FAM
8
Fred Alger Management
New York
$38M 1,060,197 +139,776 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.6M 965,214 +5,341 +0.6%
EIP
10
Epoch Investment Partners
New York
$33.5M 935,702 -289 -0%
GCM
11
Geneva Capital Management
Wisconsin
$33M 919,118 -10,542 -1%
DAM
12
Davis Asset Management
California
$31.1M 866,721 +91,721 +12%
RHJA
13
Rice Hall James & Associates
California
$29.7M 828,123 -31,007 -4%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$28.3M 774,351 -37,708 -5%
Northern Trust
15
Northern Trust
Illinois
$28M 780,857 -8,514 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.7M 632,686 -30,789 -5%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.9M 611,631 +611,631 New
Morgan Stanley
18
Morgan Stanley
New York
$21.5M 600,574 +298,829 +99%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$21.1M 588,943 -103,712 -15%
OCM
20
Orchard Capital Management
Illinois
$19.4M 468,871 +12,300 +3%
BCM
21
Basswood Capital Management
New York
$19.3M 539,421 +539,421 New
Norges Bank
22
Norges Bank
Norway
$18.8M 523,559 +15,748 +3%
Charles Schwab
23
Charles Schwab
California
$17.8M 496,260 +16,700 +3%
PM
24
Pembroke Management
Quebec, Canada
$17.8M 496,249 -3,101 -0.6%
RI
25
Redwood Investments
Massachusetts
$17.3M 481,458 +63,556 +15%
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