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MarketAxess Holdings
MKTX

500 hedge funds and large institutions have $10.2B invested in MarketAxess Holdings in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 56

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

25% more capital invested

Capital invested by funds: $8.17B → $10.2B (+$2.07B)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

4% more funds holding

Funds holding: 480 → 500 (+20)

0.02% more ownership

Funds ownership: 97.85% → 97.87% (+0.02%)

42% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $22.7M

Holders
500
Holders Change
+20
Holders Change %
+4.17%
% of All Funds
8.04%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
85
Increased
188
Reduced
162
Closed
56
Calls
$13.2M
Puts
$22.7M
Net Calls
-$9.48M
Net Calls Change
+$20.9M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$239M
2
EAM
Eagle Asset Management
Florida
+$93.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$65.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$55M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$37.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$66.2M
2
Millennium Management
Millennium Management
New York
-$60.7M
3
Invesco
Invesco
Georgia
-$51M
4
Deutsche Bank
Deutsche Bank
Germany
-$48.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
476
Clean Yield Group
Vermont
$1.39K – – –
SIC
477
SJS Investment Consulting
Ohio
$1.39K +$515 +2 +67%
ZB
478
Zions Bancorporation
Utah
$1.39K +$772 +3 +150%
AF
479
Advisornet Financial
Minnesota
$1.39K +$1.29K +5 New
DI
480
Disciplined Investments
Oklahoma
$1.12K +$515 +2 +100%
MA
481
MCF Advisors
Kentucky
$1.12K +$1.03K +4 New
Lazard Asset Management
482
Lazard Asset Management
New York
$1K -$257 -1 -13%
TFA
483
Transamerica Financial Advisors
Florida
$1K – – –
SFG
484
Steward Financial Group
Texas
$1K +$1.03K +4 New
CPG
485
Cornerstone Planning Group
New Jersey
$982 +$772 +3 New
AWM
486
Abound Wealth Management
Tennessee
$839 – – –
GI
487
Gradient Investments
Minnesota
$837 – – –
VCM
488
Versant Capital Management
Arizona
$837 – – –
AWM
489
Accurate Wealth Management
Florida
$642 +$515 +2 New
CFB
490
Cullen/Frost Bankers
Texas
$558 – – –
MPCL
491
My Personal CFO LLC
Washington
$558 +$515 +2 New
MYAM
492
Meiji Yasuda Asset Management
Japan
$401 – – –
ECM
493
Everence Capital Management
Indiana
$388 +$18K +70 +5%
AWM
494
Atticus Wealth Management
Florida
$279 – – –
BCMLT
495
Beacon Capital Management LLC (Tennessee)
Tennessee
$279 – – –
TH
496
TCTC Holdings
Texas
$279 – – –
AAP
497
Arax Advisory Partners
Colorado
$279 +$257 +1 New
CTA
498
Colonial Trust Advisors
South Carolina
$279 +$257 +1 New
HI
499
Harbour Investments
Wisconsin
$279 +$257 +1 New
NA
500
NewEdge Advisors
Louisiana
$5 +$4.89K +19 New
18 19
20
21 22

MKTX Hedge Fund Activity: Q4 2022 in Review

500 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q4 2022, worth a combined $10.2B — up 25% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MKTX positions and 56 closed out — a net gain of 29 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was American Century Companies, adding an estimated $239M. The largest seller was Citadel Advisors, cutting an estimated $66.2M.

  • 500 institutional investors held MarketAxess Holdings (MKTX) as of Q4 2022, up from 480 in Q3 2022.
  • Funds reported $10.2B of MarketAxess Holdings stock for Q4 2022, up 25% quarter-over-quarter.
  • 85 funds opened new MarketAxess Holdings positions in Q4 2022 and 56 closed out, a net change of +29 holders.
  • The largest MarketAxess Holdings buyer in Q4 2022 was American Century Companies, an estimated $239M added.
  • The largest MarketAxess Holdings seller in Q4 2022 was Citadel Advisors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2022.