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AXON

Axon Enterprise
AXON

381 hedge funds and large institutions have $6.25B invested in Axon Enterprise in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 35

25% more capital invested

Capital invested by funds: $5.01B → $6.25B (+$1.24B)

18% more call options, than puts

Call options by funds: $101M | Put options by funds: $86M

14% more funds holding

Funds holding: 335 → 381 (+46)

2% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 126

6.79% less ownership

Funds ownership: 87.19% → 80.4% (-6.8%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
381
Holders Change
+46
Holders Change %
+13.73%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
83
Increased
124
Reduced
126
Closed
35
Calls
$101M
Puts
$86M
Net Calls
+$15.1M
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.9M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$17.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.7M
4
AIM
Artemis Investment Management
United Kingdom
+$11.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10M

Top Sellers

Rank Fund Capital Flow
1
ACA
Abdiel Capital Advisors
New York
-$126M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$104M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$82.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$51M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
351
Sound Income Strategies
Florida
$9K – – –
RIM
352
Rockbridge Investment Management
New York
$8K -$1.49K -13 -17%
LC
353
Lindbrook Capital
California
$8K +$2.87K +25 +63%
CHA
354
Carmichael Hill & Associates
Maryland
$6K – – –
HI
355
Hudock Inc
Pennsylvania
$6K – – –
DWP
356
Destiny Wealth Partners
Florida
$6K +$5.39K +47 New
FPS
357
Fieldpoint Private Securities
Connecticut
$5K +$4.59K +40 New
CAAS
358
Capital Asset Advisory Services
Michigan
$4K +$3.44K +30 New
IA
359
Inspire Advisors
Idaho
$4K +$3.44K +30 New
MAM
360
Meeder Asset Management
Ohio
$3K -$10.7K -93 -79%
GAM
361
Gemmer Asset Management
California
$3K – – –
HGWM
362
Harvest Group Wealth Management
Massachusetts
$3K – – –
PCG
363
Private Capital Group
Connecticut
$3K – – –
PAI
364
Pittenger & Anderson Inc
Nebraska
$3K +$459 +4 +17%
AFS
365
Annapolis Financial Services
Maryland
$3K +$2.64K +23 New
RPWA
366
Regent Peak Wealth Advisors
Georgia
$3K +$2.64K +23 New
ABC
367
Associated Banc-Corp
Wisconsin
$2K – – –
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.72K +15 New
HIA
369
Harbor Investment Advisory
Maryland
$2K +$2.29K +20 New
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
VNA
371
Valley National Advisers
Pennsylvania
$1K – – –
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$1K +$688 +6 +100%
Toronto Dominion Bank
373
Toronto Dominion Bank
Ontario, Canada
$1K +$803 +7 New
CA
374
Clearstead Advisors
Ohio
$1K +$1.15K +10 New
IAIM
375
International Assets Investment Management
Florida
$1K +$1.15K +10 New
13 14
15
16 17

AXON Hedge Fund Activity: Q4 2020 in Review

381 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q4 2020, worth a combined $6.25B — up 25% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AXON positions and 35 closed out — a net gain of 48 holders — while 124 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.9M. The largest seller was Abdiel Capital Advisors, cutting an estimated $126M.

  • 381 institutional investors held Axon Enterprise (AXON) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $6.25B of Axon Enterprise stock for Q4 2020, up 25% quarter-over-quarter.
  • 83 funds opened new Axon Enterprise positions in Q4 2020 and 35 closed out, a net change of +48 holders.
  • The largest Axon Enterprise buyer in Q4 2020 was Morgan Stanley, an estimated $21.9M added.
  • The largest Axon Enterprise seller in Q4 2020 was Abdiel Capital Advisors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2020.