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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
+$158M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
3
Invesco
Invesco
Georgia
+$131M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$127M
5
Wells Fargo
Wells Fargo
California
+$97.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$259M
2
Renaissance Technologies
Renaissance Technologies
New York
-$130M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$108M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
626
V Wealth Advisors
Kansas
– -$204K -358 Closed
CAAS
627
Capital Asset Advisory Services
Michigan
– -$104K -183 Closed
PWM
628
Perigon Wealth Management
California
– -$85K -149 Closed
PWPS
629
Pinnacle Wealth Planning Services
Ohio
– -$74K -130 Closed
PS
630
Planned Solutions
California
– -$57K -100 Closed
Capstone Investment Advisors
631
Capstone Investment Advisors
New York
– -$48K -84 Closed
HFM
632
Harvest Fund Management
China
– -$46K -81 Closed
RPWA
633
Regent Peak Wealth Advisors
Georgia
– -$41K -71 Closed
ICP
634
Interchange Capital Partners
Pennsylvania
– -$23K -41 Closed
VCG
635
Vantage Consulting Group
Virginia
– -$23K -40 Closed
LF
636
Lee Financial
Texas
– -$14K -24 Closed
CCA
637
Childress Capital Advisors
Texas
– -$10K -18 Closed
TI
638
tru Independence
Oregon
– -$9 -15 Closed
AA
639
Ancora Advisors
Ohio
– -$8K -14 Closed
FRA
640
Front Row Advisors
California
– -$6K -10 Closed
ABC
641
Associated Banc-Corp
Wisconsin
– -$6K -10 Closed
AWG
642
Altus Wealth Group
Colorado
– -$5K -9 Closed
FCH
643
Freestone Capital Holdings
Washington
– -$3.99K -7 Closed
PFO
644
Pathstone Family Office
New Jersey
– -$4K -7 Closed
TFO
645
Tarbox Family Office
California
– -$3K -6 Closed
FTDI
646
First Trust Direct Indexing
Massachusetts
– -$3K -6 Closed
GI
647
Gradient Investments
Minnesota
– -$1K -3 Closed
PMFA
648
Plante Moran Financial Advisors
Michigan
– -$2K -3 Closed
MCM
649
Manchester Capital Management
Vermont
– -$2K -3 Closed
SFO
650
Standard Family Office
South Dakota
– -$1K -2 Closed
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