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MarketAxess Holdings
MKTX

Overview Fund Activity

501 hedge funds and large institutions have $15B invested in MarketAxess Holdings in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 188 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
179
Reduced
188
Closed
77
Calls
$87.6M
Puts
$97.4M
Net Calls
-$9.83M
Net Calls Change
+$13.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.7M
3
Goldman Sachs
Goldman Sachs
New York
+$38M
4
OCBV
Ownership Capital B.V.
Netherlands
+$35.8M
5
TIA
Tandem Investment Advisors
South Carolina
+$32.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$458M
2
Franklin Resources
Franklin Resources
California
-$113M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.5M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
-$59.7M
5
American Century Companies
American Century Companies
Missouri
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
551
Geneos Wealth Management
Colorado
– -$50K -122 Closed
BCWM
552
Bartlett & Co Wealth Management
Ohio
– -$44.2K -105 Closed
BC
553
Bartlett & Co
Ohio
– -$44K -105 Closed
CFB
554
Cullen/Frost Bankers
Texas
– -$42K -100 Closed
EWA
555
Evolution Wealth Advisors
Florida
– -$41K -98 Closed
OSAM
556
O'Shaughnessy Asset Management
Connecticut
– -$39K -92 Closed
BFEC
557
Benjamin F. Edwards & Company
Missouri
– -$33K -78 Closed
JFA
558
JNBA Financial Advisors
Minnesota
– -$21K -50 Closed
CI
559
CX Institutional
Indiana
– -$21K -50 Closed
LWM
560
Liberty Wealth Management
California
– -$18K -44 Closed
GRP
561
Global Retirement Partners
California
– -$16K -38 Closed
MAM
562
Meeder Asset Management
Ohio
– -$15K -36 Closed
GPA
563
Guidance Point Advisors
Massachusetts
– -$13K -32 Closed
TFA
564
Toth Financial Advisory
Virginia
– -$13K -30 Closed
SBL
565
Sargent Bickham Lagudis
Colorado
– -$9K -22 Closed
RE
566
RBC Europe
United Kingdom
– -$8.41K -20 Closed
KIG
567
Kowal Investment Group
Wisconsin
– -$5K -13 Closed
CPC
568
Consolidated Planning Corp
Georgia
– -$5K -12 Closed
VNA
569
Valley National Advisers
Pennsylvania
– -$5K -11 Closed
RA
570
Resolute Advisors
California
– -$4K -10 Closed
RTL
571
Red Tortoise LLC
Georgia
– -$2K -9 Closed
HI
572
Harbour Investments
Wisconsin
– -$3K -8 Closed
CFD
573
Creative Financial Designs
Indiana
– -$3K -7 Closed
HIA
574
Harbor Investment Advisory
Maryland
– -$1K -3 Closed
MA
575
MCF Advisors
Kentucky
– -$1K -3 Closed
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