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MarketAxess Holdings

501 hedge funds and large institutions have $11B invested in MarketAxess Holdings in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+21
Holders Change %
+4.38%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
94
Increased
178
Reduced
170
Closed
68
Calls
$26.5M
Puts
$26.7M
Net Calls
-$205K
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
451
Able Wealth Management
New Jersey
$5.56K +$5.56K +19 New
Bessemer Group
452
Bessemer Group
New Jersey
$5K -$3.06K -11 -38%
WWM
453
Wolff Wiese Magana
California
$4.98K
TPCW
454
TD Private Client Wealth
New York
$4.98K -$7.32K -25 -60%
CA
455
Clearstead Advisors
Ohio
$4.92K -$4.92K -17 -50%
JWA
456
JFS Wealth Advisors
Pennsylvania
$4.69K +$293 +1 +7%
QC
457
Quent Capital
New York
$4.39K
PA
458
Pineridge Advisors
Missouri
$4.1K +$4.1K +14 New
FCA
459
FinTrust Capital Advisors
South Carolina
$4.1K +$4.1K +14 New
EBA
460
Eagle Bay Advisors
New York
$4.1K +$4.1K +14 New
VWM
461
Venturi Wealth Management
Texas
$3.81K +$1.17K +4 +44%
EWA
462
EverSource Wealth Advisors
Alabama
$3.81K -$58.9K -201 -94%
VF
463
VitalStone Financial
Texas
$3K
BMC
464
Bear Mountain Capital
Washington
$2.69K +$2.69K +10 New
SWM
465
Spire Wealth Management
Virginia
$2.66K
HIA
466
Harbor Investment Advisory
Maryland
$2.64K
RTL
467
Red Tortoise LLC
Georgia
$2.64K
GI
468
Gradient Investments
Minnesota
$2.34K
BAM
469
Byrne Asset Management
New Jersey
$2.07K
TIM
470
Tortoise Investment Management
New York
$2.05K
LFG
471
Larson Financial Group
Missouri
$2.05K
BFEC
472
Benjamin F. Edwards & Company
Missouri
$2K +$2K +7 New
ZB
473
Zions Bancorporation
Utah
$1.76K +$293 +1 +20%
SIC
474
SJS Investment Consulting
Ohio
$1.47K +$293 +1 +25%
DPW
475
DiNuzzo Private Wealth
Pennsylvania
$1.47K +$1.47K +5 New