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MarketAxess Holdings

504 hedge funds and large institutions have $15B invested in MarketAxess Holdings in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 189 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 77

0.12% more ownership

Funds ownership: 96.06%96.18% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 508504 (-4)

2% less capital invested

Capital invested by funds: $15.3B → $15B (-$372M)

5% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 189

10% less call options, than puts

Call options by funds: $87.6M | Put options by funds: $97.4M

Holders
504
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
179
Reduced
189
Closed
77
Calls
$87.6M
Puts
$97.4M
Net Calls
-$9.83M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
276
E. Ohman J:or Asset Management
Sweden
$864K +$197K +500 +31%
XSC
277
X-Square Capital
Puerto Rico
$832K +$45.4K +115 +6%
LPARFS
278
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$823K
GCAC
279
Guardian Capital Advisors (Canada)
Ontario, Canada
$819K +$323K +820 +59%
HF
280
HRT Financial
New York
$813K +$780K +1,977 New
HI
281
Horizon Investments
North Carolina
$796K +$46.9K +119 +7%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$789K -$501K -1,269 -40%
AAM
283
Advisors Asset Management
Colorado
$782K +$221K +560 +42%
CNC
284
Canandaigua National Corp
New York
$781K -$6.71K -17 -0.9%
GCM
285
Geneva Capital Management
Wisconsin
$776K -$789 -2 -0.1%
FCM
286
Fortis Capital Management
Washington
$756K +$64.7K +164 +10%
VAS
287
Vestmark Advisory Solutions
Massachusetts
$724K -$19.7K -50 -3%
BTWM
288
Baker Tilly Wealth Management
Wisconsin
$711K -$97K -246 -12%
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$707K -$3.94K -10 -0.6%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$705K +$137K +347 +25%
NMIMC
291
Northwestern Mutual Investment Management Company
Wisconsin
$704K -$5.92K -15 -0.9%
SM
292
Sciencast Management
New Jersey
$686K +$698K +1,770 New
CWM
293
Congress Wealth Management
Massachusetts
$671K +$643K +1,631 New
ARMT
294
Amica Retiree Medical Trust
Rhode Island
$670K
PRC
295
Pearl River Capital
Michigan
$668K -$206K -522 -24%
PSUF
296
People's United Financial
Connecticut
$665K -$132K -334 -17%
OPPTF
297
OPSEU Pension Plan Trust Fund
Ontario, Canada
$657K +$7.89K +20 +1%
FAM
298
Formidable Asset Management
Ohio
$640K +$188K +476 +44%
WG
299
Winton Group
United Kingdom
$633K +$607K +1,539 New
HW
300
Hancock Whitney
Mississippi
$617K -$789 -2 -0.1%

MKTX Hedge Fund Activity: Q4 2021 in Review

504 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q4 2021, worth a combined $15B — down 2.4% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new MKTX positions and 77 closed out — a net gain of 2 holders — while 179 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $103M. The largest seller was Wells Fargo, cutting an estimated $439M.

  • 504 institutional investors held MarketAxess Holdings (MKTX) as of Q4 2021, down from 508 in Q3 2021.
  • Funds reported $15B of MarketAxess Holdings stock for Q4 2021, down 2.4% quarter-over-quarter.
  • 79 funds opened new MarketAxess Holdings positions in Q4 2021 and 77 closed out, a net change of +2 holders.
  • The largest MarketAxess Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $103M added.
  • The largest MarketAxess Holdings seller in Q4 2021 was Wells Fargo, an estimated $439M sold.

Based on aggregated 13F filings for Q4 2021.