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Axos Financial
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Overview Fund Activity

260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.

Holders
260
Holders Change
+4
Holders Change %
+1.56%
% 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
37
Increased
78
Reduced
104
Closed
33
Calls
$7.65M
Puts
$32.6M
Net Calls
-$24.9M
Net Calls Change
+$27.6M

Top Buyers

1
State Street
1
State Street
Massachusetts
$117M
2
DAM
2
Davis Asset Management
California
$56.2M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.16M
4
EIP
4
Epoch Investment Partners
New York
$36.9M
5
Millennium Management
5
Millennium Management
New York
$15.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$45.5M
2
BlackRock
2
BlackRock
New York
$333M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$34.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$246M
5
SCA
5
Stieven Capital Advisors
Missouri
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$333M 8,436,572 -268,331 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$246M 6,243,887 -175,120 -3%
State Street
3
State Street
Massachusetts
$117M 2,966,378 +295,590 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$101M 2,560,013 +93,039 +4%
WA
5
Wasatch Advisors
Utah
$58.7M 1,488,342 -67,525 -4%
DAM
6
Davis Asset Management
California
$56.2M 1,425,000 +225,000 +19%
Ameriprise
7
Ameriprise
Minnesota
$51.3M 1,301,966 -58,922 -4%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$45.5M 1,152,406 -326,008 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$42.3M 1,072,494 +21,935 +2%
EIP
10
Epoch Investment Partners
New York
$36.9M 934,813 +179,762 +24%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$34.8M 883,193 -265,759 -23%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$33.5M 848,595 -17,912 -2%
Northern Trust
13
Northern Trust
Illinois
$30.8M 780,035 -3,615 -0.5%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$29.2M 741,506 +22,292 +3%
Morgan Stanley
15
Morgan Stanley
New York
$26.8M 679,862 +5,600 +0.8%
RHJA
16
Rice Hall James & Associates
California
$24.1M 611,164 -6,657 -1%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$23.1M 585,428 +157,206 +37%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23M 584,299 -28,077 -5%
Charles Schwab
19
Charles Schwab
California
$22.9M 580,422 +4,718 +0.8%
American Century Companies
20
American Century Companies
Missouri
$21.8M 552,109 +48,995 +10%
BCM
21
Basswood Capital Management
New York
$21.4M 542,762 +115,583 +27%
GCM
22
Geneva Capital Management
Wisconsin
$21.3M 541,293 -994 -0.2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$20.7M 524,267 +78,124 +18%
Goldman Sachs
24
Goldman Sachs
New York
$20.2M 512,698 +15,022 +3%
Norges Bank
25
Norges Bank
Norway
$18.7M 474,777 -31,422 -6%
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