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MarketAxess Holdings
MKTX

Overview Fund Activity

559 hedge funds and large institutions have $17.6B invested in MarketAxess Holdings in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 201 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+80
Holders Change %
+16.7%
% of All Funds
11.49%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
120
Increased
201
Reduced
184
Closed
36
Calls
$73.3M
Puts
$49.5M
Net Calls
+$23.8M
Net Calls Change
+$26.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$123M
2
BlackRock
BlackRock
New York
+$87.7M
3
OCBV
Ownership Capital B.V.
Netherlands
+$78.1M
4
American Century Companies
American Century Companies
Missouri
+$69.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$160M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$129M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$92.5M
4
Invesco
Invesco
Georgia
-$85.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
501
Liberty Wealth Management
California
$35K +$35K +70 New
BL
502
Balentine LLC
Georgia
$34K +$7.61K +15 +29%
SWM
503
Sugarloaf Wealth Management
Georgia
$31K – – –
LC
504
Lindbrook Capital
California
$28K – – –
GAM
505
Gemmer Asset Management
California
$28K – – –
RBC
506
Roble Belko & Company
Pennsylvania
$28K – – –
WTC
507
WhitTier Trust Company
Nevada
$25K – – –
CA
508
Clearstead Advisors
Ohio
$25K – – –
FHA
509
First Horizon Advisors
Tennessee
$25K – – –
GT
510
Glenmede Trust
Pennsylvania
$22K +$15.5K +31 +238%
APC
511
Aspire Private Capital
North Carolina
$21K +$20K +40 +2,000%
CFFP
512
Center for Financial Planning
Michigan
$19K – – –
LF
513
Lee Financial
Texas
$18K -$10.5K -21 -37%
GWM
514
Geneos Wealth Management
Colorado
$18K – – –
VEA
515
Virtus ETF Advisers
New York
$17K -$10.3K -20 -38%
RIM
516
Ranger Investment Management
Texas
$17K -$4.12K -8 -20%
CFN
517
Cordasco Financial Network
Florida
$17K – – –
OPS
518
Orion Portfolio Solutions
Nebraska
$17K +$12.9K +25 +313%
CI
519
CX Institutional
Indiana
$16K +$13.4K +26 +520%
ETC
520
Exchange Traded Concepts
Oklahoma
$15K +$5.5K +11 +58%
TFA
521
Toth Financial Advisory
Virginia
$15K +$15K +30 New
ST
522
Smithfield Trust
Pennsylvania
$14K +$6.22K +12 +80%
BWM
523
Baystate Wealth Management
Massachusetts
$13K – – –
TPCW
524
TD Private Client Wealth
New York
$12K +$5.51K +11 +85%
SLF
525
Sun Life Financial
Ontario, Canada
$11K – – –
19 20
21
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