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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$321M 8,704,903 -130,437 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M 6,419,007 +47,331 +0.7%
State Street
3
State Street
Massachusetts
$98.6M 2,670,788 +485,842 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$91.1M 2,466,974 +173,836 +8%
WA
5
Wasatch Advisors
Utah
$57.4M 1,555,867 +177,729 +13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$54.6M 1,478,414 +1,478,414 New
Ameriprise
7
Ameriprise
Minnesota
$50.2M 1,360,888 -80,823 -6%
DAM
8
Davis Asset Management
California
$44.3M 1,200,000 +187,763 +19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$42.4M 1,148,952 -833,998 -42%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.8M 1,050,559 +27,616 +3%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$32M 866,507 -23,980 -3%
Northern Trust
12
Northern Trust
Illinois
$28.9M 783,650 -6,755 -0.9%
EIP
13
Epoch Investment Partners
New York
$27.9M 755,051 -126,432 -14%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$26.6M 719,214 +206,637 +40%
Morgan Stanley
15
Morgan Stanley
New York
$24.9M 674,262 +98,385 +17%
RHJA
16
Rice Hall James & Associates
California
$22.8M 617,821 -52,127 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22.6M 612,376 -33,476 -5%
Charles Schwab
18
Charles Schwab
California
$21.3M 575,704 +12,151 +2%
GCM
19
Geneva Capital Management
Wisconsin
$20M 542,287 -413,403 -43%
Norges Bank
20
Norges Bank
Norway
$18.7M 506,199 -42,083 -8%
American Century Companies
21
American Century Companies
Missouri
$18.5M 503,114 +94,005 +23%
Goldman Sachs
22
Goldman Sachs
New York
$18.4M 497,676 +89,570 +22%
SI
23
Shaker Investments
Ohio
$17.5M 475,030 +1,904 +0.4%
PM
24
Pembroke Management
Quebec, Canada
$16.6M 448,583 -31,966 -7%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$16.5M 446,143 +73,617 +20%
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