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MarketAxess Holdings
MKTX

Overview Fund Activity

584 hedge funds and large institutions have $17.7B invested in MarketAxess Holdings in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-16
Holders Change %
-2.67%
% of All Funds
10.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
59
Increased
212
Reduced
221
Closed
71
Calls
$43.5M
Puts
$50.6M
Net Calls
-$7.12M
Net Calls Change
-$347K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$314M
3
Invesco
Invesco
Georgia
$305M
4
AllianceBernstein
AllianceBernstein
Tennessee
$171M
5
Wells Fargo
Wells Fargo
California
$583M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$540M
2
Renaissance Technologies
Renaissance Technologies
New York
$226M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$180M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$367M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
476
First Horizon Advisors
Tennessee
$98K +$60.2K +121 +159%
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$95K +$95K +190 New
BCA
478
Berman Capital Advisors
Georgia
$91K +$20.8K +42 +30%
AIC
479
Ameritas Investment Company
Nebraska
$88.7K +$88.7K +178 New
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$80K – – –
PA
481
Parallel Advisors
California
$74K -$5.96K -12 -7%
CFA
482
Carroll Financial Associates
North Carolina
$74K – – –
CI Investments Inc
483
CI Investments Inc
Ontario, Canada
$71K -$25.5K -51 -26%
BFEC
484
Benjamin F. Edwards & Company
Missouri
$71K +$71K +142 New
GWM
485
Geneos Wealth Management
Colorado
$70K +$1.45K +3 +2%
TFM
486
TFC Financial Management
Massachusetts
$64K – – –
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K – – –
NSB
488
Norway Savings Bank
Maine
$62K – – –
IA
489
IFP Advisors
Florida
$57K -$10.8K -22 -16%
HPC
490
HM Payson & Co
Maine
$56K +$1K +2 +2%
HNB
491
Huntington National Bank
Ohio
$55K – – –
EI
492
Ellevest Inc
New York
$55K +$495 +1 +0.9%
NFG
493
Next Financial Group
Texas
$53K -$73.3K -148 -58%
RFA
494
Reilly Financial Advisors
California
$52K – – –
BC
495
Bartlett & Co
Ohio
$50K -$25K -50 -33%
CFB
496
Cullen/Frost Bankers
Texas
$50K – – –
TWP
497
TFO Wealth Partners
Ohio
$50K +$50K +100 New
BCWM
498
Bartlett & Co Wealth Management
Ohio
$49.8K -$24.9K -50 -33%
SPIA
499
Steward Partners Investment Advisory
New York
$49.3K +$8.47K +17 +21%
JWM
500
Janiczek Wealth Management
Colorado
$49K -$6.5K -13 -12%
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