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AXON

Axon Enterprise

686 hedge funds and large institutions have $15.5B invested in Axon Enterprise in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 39

32% more capital invested

Capital invested by funds: $11.7B → $15.5B (+$3.79B)

16% more funds holding

Funds holding: 590686 (+96)

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

1.54% more ownership

Funds ownership: 78.66%80.2% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

10% less call options, than puts

Call options by funds: $359M | Put options by funds: $398M

Holders
686
Holders Change
+96
Holders Change %
+16.27%
% of All Funds
10%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
141
Increased
238
Reduced
215
Closed
39
Calls
$359M
Puts
$398M
Net Calls
-$38.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
Geneva Capital Management
Wisconsin
$52.1M -$289K -1,281 -0.6%
ZIG
52
Zurich Insurance Group
Switzerland
$51.8M +$45.2M +200,657 New
HRCM
53
Hood River Capital Management
Florida
$51.5M +$140K +621 +0.3%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$44.2M -$1.87M -8,279 -5%
CGPCS
55
Capital Group Private Client Services
California
$42.7M -$2.08M -9,217 -5%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$38.5M -$55.9K -248 -0.2%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$38.3M +$229K +1,018 +0.7%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$38M -$375K -1,662 -1%
Bank of America
59
Bank of America
North Carolina
$37.9M -$6.83M -30,306 -17%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$37.9M -$161K -714 -0.5%
MFAM
61
Motley Fool Asset Management
Virginia
$37.5M -$329K -1,462 -1%
Comerica Bank
62
Comerica Bank
Texas
$37.1M +$400K +1,777 +1%
SAM
63
Storebrand Asset Management
Norway
$33.5M +$1.27M +5,656 +5%
Federated Hermes
64
Federated Hermes
Pennsylvania
$33M +$377K +1,674 +1%
Swedbank
65
Swedbank
Sweden
$31.5M +$1.54M +6,823 +6%
CS
66
Credit Suisse
Switzerland
$31.4M +$909K +4,033 +3%
National Pension Service
67
National Pension Service
South Korea
$31M
ACM
68
Ashford Capital Management
Delaware
$30.7M -$2.89M -12,845 -10%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$30.5M +$3.52M +15,613 +15%
Aviva
70
Aviva
United Kingdom
$30.1M +$320K +1,421 +1%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$29.6M +$776K +3,442 +3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$29.4M +$8.9M +39,479 +53%
MFWM
73
Motley Fool Wealth Management
Virginia
$28M -$509K -2,260 -2%
AIM
74
Artemis Investment Management
United Kingdom
$27.8M -$8.32M -36,919 -26%
Primecap Management
75
Primecap Management
California
$27.1M -$2.88M -12,800 -11%

AXON Hedge Fund Activity: Q4 2023 in Review

686 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q4 2023, worth a combined $15.5B — up 32% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AXON positions and 39 closed out — a net gain of 102 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $175M. The largest seller was Capital International Investors, cutting an estimated $83.3M.

  • 686 institutional investors held Axon Enterprise (AXON) as of Q4 2023, up from 590 in Q3 2023.
  • Funds reported $15.5B of Axon Enterprise stock for Q4 2023, up 32% quarter-over-quarter.
  • 141 funds opened new Axon Enterprise positions in Q4 2023 and 39 closed out, a net change of +102 holders.
  • The largest Axon Enterprise buyer in Q4 2023 was Morgan Stanley, an estimated $175M added.
  • The largest Axon Enterprise seller in Q4 2023 was Capital International Investors, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2023.