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Axos Financial
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Overview Fund Activity

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
1
CCG Wealth Management
California
$12M
2
Millennium Management
2
Millennium Management
New York
$21.3M
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66M
5
FAM
5
Fred Alger Management
New York
$40.2M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$13.9M
2
WA
2
Wasatch Advisors
Utah
$47M
3
State Street
3
State Street
Massachusetts
$71.2M
4
OCM
4
Orchard Capital Management
Illinois
$10.7M
5
RHJA
5
Rice Hall James & Associates
California
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$293M 8,565,494 +75,256 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M 5,944,406 +80,318 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$73.5M 2,146,845 +35,534 +2%
State Street
4
State Street
Massachusetts
$71.2M 2,081,293 -231,078 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$66M 1,929,533 +146,838 +8%
Ameriprise
6
Ameriprise
Minnesota
$64.7M 1,890,356 -65,465 -3%
WA
7
Wasatch Advisors
Utah
$47M 1,371,840 -285,991 -17%
FAM
8
Fred Alger Management
New York
$40.2M 1,174,172 +113,975 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.4M 977,083 +11,869 +1%
GCM
10
Geneva Capital Management
Wisconsin
$32.7M 955,501 +36,383 +4%
EIP
11
Epoch Investment Partners
New York
$31.5M 919,138 -16,564 -2%
DAM
12
Davis Asset Management
California
$29.7M 866,721 – –
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M 781,979 +170,348 +28%
Northern Trust
14
Northern Trust
Illinois
$26.7M 781,060 +203 +0%
RHJA
15
Rice Hall James & Associates
California
$23M 671,813 -156,310 -19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21.5M 627,959 -4,727 -0.7%
Millennium Management
17
Millennium Management
New York
$21.3M 623,004 +339,879 +120%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$20M 583,296 -5,647 -1%
Norges Bank
19
Norges Bank
Norway
$18.8M 548,282 +24,723 +5%
Morgan Stanley
20
Morgan Stanley
New York
$18.6M 544,448 -56,126 -9%
Charles Schwab
21
Charles Schwab
California
$18.2M 530,218 +33,958 +7%
PM
22
Pembroke Management
Quebec, Canada
$16.7M 487,262 -8,987 -2%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$15.6M 456,720 -6,226 -1%
SI
24
Shaker Investments
Ohio
$15.4M 450,354 +72 +0%
BCM
25
Basswood Capital Management
New York
$15.3M 448,196 -91,225 -17%
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