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MarketAxess Holdings
MKTX

Overview Fund Activity

600 hedge funds and large institutions have $20.3B invested in MarketAxess Holdings in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 206 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+45
Holders Change %
+8.11%
% of All Funds
10.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
104
Increased
206
Reduced
210
Closed
54
Calls
$55.8M
Puts
$62.6M
Net Calls
-$6.78M
Net Calls Change
+$10.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
2
OCBV
Ownership Capital B.V.
Netherlands
+$135M
3
CTA
Carillon Tower Advisers
Florida
+$119M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$144M
2
BlackRock
BlackRock
New York
-$121M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$84.9M
4
Goldman Sachs
Goldman Sachs
New York
-$84.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
526
Liberty Wealth Management
California
$39K -$1.13K -2 -3%
GA
527
GoalVest Advisory
New York
$38K +$38K +67 New
FHC
528
First Horizon Corporation
Tennessee
$36K – – –
SWM
529
Sugarloaf Wealth Management
Georgia
$35K – – –
ST
530
Smithfield Trust
Pennsylvania
$34K +$2.31K +4 +7%
GAM
531
Gemmer Asset Management
California
$31K – – –
RBC
532
Roble Belko & Company
Pennsylvania
$31K – – –
VRM
533
Vectors Research Management
New York
$30K – – –
CIA
534
CSat Investment Advisory
Michigan
$29K -$67.1K -118 -70%
CA
535
Clearstead Advisors
Ohio
$29K -$7.54K -13 -21%
WTC
536
WhitTier Trust Company
Nevada
$29K – – –
FF
537
FourThought Financial
Florida
$29K +$29K +51 New
CI
538
CX Institutional
Indiana
$26K +$8.48K +15 +48%
VCG
539
Vantage Consulting Group
Virginia
$23K +$23K +40 New
ICP
540
Interchange Capital Partners
Pennsylvania
$23K +$23K +41 New
MIFH
541
Migdal Insurance & Financial Holdings
Israel
$22K -$4.03M -6,964 -99%
CFFP
542
Center for Financial Planning
Michigan
$21K – – –
CFN
543
Cordasco Financial Network
Florida
$19K – – –
TFA
544
Toth Financial Advisory
Virginia
$17K – – –
CMBA
545
C.M. Bidwell & Associates
Hawaii
$17K – – –
EWA
546
Evolution Wealth Advisors
Florida
$15K – – –
LF
547
Lee Financial
Texas
$14K -$4.67K -8 -25%
BWM
548
Baystate Wealth Management
Massachusetts
$14K – – –
SBL
549
Sargent Bickham Lagudis
Colorado
$14K +$2.33K +4 +20%
PAI
550
Pittenger & Anderson Inc
Nebraska
$14K +$10.1K +18 +257%
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