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MarketAxess Holdings
MKTX

Overview Fund Activity

555 hedge funds and large institutions have $16.8B invested in MarketAxess Holdings in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
62
Increased
207
Reduced
206
Closed
61
Calls
$48.9M
Puts
$66.5M
Net Calls
-$17.5M
Net Calls Change
-$41.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
2
Wells Fargo
Wells Fargo
California
+$80.2M
3
BlackRock
BlackRock
New York
+$57M
4
OCBV
Ownership Capital B.V.
Netherlands
+$55.8M
5
APG Asset Management
APG Asset Management
Netherlands
+$48.1M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$209M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$169M
3
Capital World Investors
Capital World Investors
California
-$115M
4
CTA
Carillon Tower Advisers
Florida
-$101M
5
AII
AGF Investments Inc
Ontario, Canada
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
501
First Quadrant
California
$20K +$20K +42 New
Millennium Management
502
Millennium Management
New York
$18.5K -$11.4K -23,750 -38%
CFFP
503
Center for Financial Planning
Michigan
$18K – – –
GWM
504
Geneos Wealth Management
Colorado
$17K – – –
RIM
505
Ranger Investment Management
Texas
$16K – – –
CFN
506
Cordasco Financial Network
Florida
$16K – – –
APA
507
American Portfolios Advisors
New York
$15.9K -$74.6K -155 -82%
LF
508
Lee Financial
Texas
$15K -$1.88K -4 -11%
CI
509
CX Institutional
Indiana
$15K – – –
CMBA
510
C.M. Bidwell & Associates
Hawaii
$14K -$410K -849 -97%
TFA
511
Toth Financial Advisory
Virginia
$14K – – –
EWA
512
Evolution Wealth Advisors
Florida
$13K +$11K +22 +550%
JWM
513
Janiczek Wealth Management
Colorado
$13K +$13K +26 New
RIM
514
Rampart Investment Management
Connecticut
$12K -$338K -675 -97%
BWM
515
Baystate Wealth Management
Massachusetts
$12K – – –
SLF
516
Sun Life Financial
Ontario, Canada
$11K +$478 +1 +5%
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
SBL
518
Sargent Bickham Lagudis
Colorado
$10K +$8.5K +17 +567%
WT
519
Whittier Trust
California
$10K +$10K +20 New
TPCW
520
TD Private Client Wealth
New York
$9.63K -$1.93K -4 -17%
EARNEST Partners
521
EARNEST Partners
Georgia
$9K – – –
CWC
522
Carolinas Wealth Consulting
North Carolina
$9K +$9K +18 New
AS
523
Altshuler Shaham
Israel
$8K +$1K +2 +14%
PWMG
524
Prestige Wealth Management Group
New Jersey
$7K -$1.4K -3 -17%
PWM
525
Provident Wealth Management
Tennessee
$6K +$6K +12 New
19 20
21
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