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Axos Financial
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Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M
2
BlackRock
2
BlackRock
New York
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.6M
5
DAM
5
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
4
Fred Alger Management
New York
$41.9M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$382
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$338M 8,835,340 +269,846 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M 6,371,676 +427,270 +7%
State Street
3
State Street
Massachusetts
$83.5M 2,184,946 +103,653 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$75.8M 1,982,950 +53,417 +3%
Ameriprise
5
Ameriprise
Minnesota
$55.1M 1,441,711 -448,645 -24%
WA
6
Wasatch Advisors
Utah
$52.7M 1,378,138 +6,298 +0.5%
FAM
7
Fred Alger Management
New York
$41.9M 1,095,455 -78,717 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$39.1M 1,022,943 +45,860 +5%
DAM
9
Davis Asset Management
California
$38.7M 1,012,237 +145,516 +17%
GCM
10
Geneva Capital Management
Wisconsin
$36.5M 955,690 +189 +0%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$34M 890,487 +108,508 +14%
EIP
12
Epoch Investment Partners
New York
$33.7M 881,483 -37,655 -4%
Northern Trust
13
Northern Trust
Illinois
$30.2M 790,405 +9,345 +1%
RHJA
14
Rice Hall James & Associates
California
$25.6M 669,948 -1,865 -0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$24.7M 645,852 +17,893 +3%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$22.5M 587,621 +4,325 +0.7%
Morgan Stanley
17
Morgan Stanley
New York
$22M 575,877 +31,429 +6%
Millennium Management
18
Millennium Management
New York
$21.6M 564,055 -58,949 -9%
Charles Schwab
19
Charles Schwab
California
$21.5M 563,553 +33,335 +6%
Norges Bank
20
Norges Bank
Norway
$21M 548,282 – –
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$19.6M 512,577 +55,857 +12%
PM
22
Pembroke Management
Quebec, Canada
$18.4M 480,549 -6,713 -1%
SI
23
Shaker Investments
Ohio
$18.1M 473,126 +22,772 +5%
BCM
24
Basswood Capital Management
New York
$17.9M 467,621 +19,425 +4%
American Century Companies
25
American Century Companies
Missouri
$15.6M 409,109 +103,913 +34%
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