MarketAxess Holdings
MKTX
179 hedge funds and large institutions have $2.12B invested in MarketAxess Holdings in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 13 closing their positions.
147% more call options, than puts
Call options by funds: $4.8M | Put options by funds: $1.95M
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
49% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 55
32% more capital invested
Capital invested by funds: $1.6B → $2.12B (+$512M)
10% more funds holding
Funds holding: 163 → 179 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$16.1M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.7M |
| 3 |
O
OppenheimerFunds
New York
|
+$10.4M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$10.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$37.2M |
| 2 |
CPCM
Clifton Park Capital Management
Wilmington,
Delaware
|
-$19.2M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$16.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$13.2M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.21M |
MKTX Hedge Fund Activity: Q3 2013 in Review
179 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q3 2013, worth a combined $2.12B — up 32% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MKTX positions and 13 closed out — a net gain of 17 holders — while 82 added to existing stakes and 55 trimmed.
The largest buyer was Geneva Advisors, adding an estimated $16.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $37.2M sold.
- 179 institutional investors held MarketAxess Holdings (MKTX) as of Q3 2013, up from 163 in Q2 2013.
- Funds reported $2.12B of MarketAxess Holdings stock for Q3 2013, up 32% quarter-over-quarter.
- 30 funds opened new MarketAxess Holdings positions in Q3 2013 and 13 closed out, a net change of +17 holders.
- The largest MarketAxess Holdings buyer in Q3 2013 was Geneva Advisors, an estimated $16.1M added.
- The largest MarketAxess Holdings seller in Q3 2013 was Lord, Abbett & Co, an estimated $37.2M sold.
Based on aggregated 13F filings for Q3 2013.