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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 %
TWA
551
TCI Wealth Advisors
Arizona
$6K +$6K +12 New
VFA
552
Valeo Financial Advisors
Indiana
$5K +$3K +6 +150%
CFO
553
CVA Family Office
Colorado
$5K +$5K +10 New
VNA
554
Valley National Advisers
Pennsylvania
$5K +$5K +11 New
Nisa Investment Advisors
555
Nisa Investment Advisors
Missouri
$4.52K -$732 -1,469 -14%
APA
556
American Portfolios Advisors
New York
$4.48K -$41.8K -84 -90%
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$500 -1 -11%
CFD
558
Creative Financial Designs
Indiana
$3K – – –
CIM
559
Contravisory Investment Management
Massachusetts
$3K – – –
TIM
560
Tortoise Investment Management
New York
$3K – – –
GRP
561
Global Retirement Partners
California
$3K +$1.29K +3 +75%
APC
562
Aspire Private Capital
North Carolina
$3K +$2.14K +5 +250%
RA
563
Resolute Advisors
California
$3K +$3K +10 New
KFS
564
Kelly Financial Services
Massachusetts
$2.49K +$2.49K +5 New
PO
565
Private Ocean
California
$2K – – –
GWS
566
Glassman Wealth Services
Virginia
$2K – – –
PFBT
567
Parkside Financial Bank & Trust
Missouri
$2K +$1.2K +3 +150%
BMD
568
Better Money Decisions
New Mexico
$2K +$2K +5 New
LPARFS
569
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.07K – – –
FHC
570
First Horizon Corporation
Tennessee
$1K -$20.3K -61 -95%
EW
571
Evoke Wealth
California
$1K – – –
NFSG
572
Newbridge Financial Services Group
Florida
$1K – – –
LIM
573
Longfellow Investment Management
Massachusetts
$1K – – –
Fidelity International
574
Fidelity International
Bermuda
$1K – – –
HIA
575
Harbor Investment Advisory
Maryland
$1K – – –
21 22
23
24 25