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MarketAxess Holdings

319 hedge funds and large institutions have $7.44B invested in MarketAxess Holdings in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 114

0.2% more ownership

Funds ownership: 99.81%100% (+0.2%)

1% less funds holding

Funds holding: 322319 (-3)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

9% less capital invested

Capital invested by funds: $8.16B → $7.44B (-$722M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

89% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $15.1M

Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
117
Reduced
114
Closed
28
Calls
$1.72M
Puts
$15.1M
Net Calls
-$13.4M
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Fred Alger Management
New York
$22.9M -$7.81M -37,691 -25%
AIM
52
Artemis Investment Management
United Kingdom
$22M +$5M +24,141 +28%
CRC
53
Curi RMB Capital
Illinois
$19.4M -$194K -936 -0.9%
PPA
54
Parametric Portfolio Associates
Washington
$18.6M +$11.9M +57,232 +155%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$18M +$2.07K +10 +0%
TCIM
56
TIAA CREF Investment Management
New York
$17.5M -$2.09M -10,064 -10%
Victory Capital Management
57
Victory Capital Management
Texas
$16.3M -$6.23M -30,048 -27%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$16.2M -$1.23M -5,913 -7%
ACM
59
Ashford Capital Management
Delaware
$15.2M -$277K -1,335 -2%
AIG
60
American International Group
New York
$15M +$131K +630 +0.8%
GPGA
61
Grandeur Peak Global Advisors
Utah
$14.8M +$384K +1,850 +3%
William Blair & Company
62
William Blair & Company
Illinois
$14.7M +$528K +2,549 +4%
RCAMU
63
Rothschild & Co Asset Management US
Connecticut
$14.7M +$52.4K +253 +0.3%
KeyBank National Association
64
KeyBank National Association
Ohio
$14.6M +$406K +1,957 +3%
RIG
65
Roosevelt Investment Group
New York
$13.4M -$84K -405 -0.6%
Deutsche Bank
66
Deutsche Bank
Germany
$13.4M +$12.9M +62,388 +1,167%
AAMU
67
Amundi Asset Management US
Massachusetts
$13.4M -$4.31M -20,815 -24%
CCM
68
Copeland Capital Management
Pennsylvania
$13.3M -$410K -1,979 -3%
Swiss National Bank
69
Swiss National Bank
Switzerland
$13M
RJA
70
Raymond James & Associates
Florida
$12.8M +$369K +1,781 +3%
SEI Investments
71
SEI Investments
Pennsylvania
$12.7M +$7.28M +35,142 +122%
PCM
72
Peregrine Capital Management
Minnesota
$12.6M +$42.1K +203 +0.3%
JP Morgan Chase
73
JP Morgan Chase
New York
$12.5M -$3.3M -15,916 -20%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M -$40K -193 -0.3%
LCM
75
Lucha Capital Management
California
$11.8M +$1.82M +8,777 +17%

MKTX Hedge Fund Activity: Q2 2018 in Review

319 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q2 2018, worth a combined $7.44B — down 8.8% from $8.16B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MKTX and 27 opened new positions — a net loss of 1 holder — while 114 trimmed existing stakes and 117 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $57.3M. The largest seller was AllianceBernstein, cutting an estimated $104M.

  • 319 institutional investors held MarketAxess Holdings (MKTX) as of Q2 2018, down from 322 in Q1 2018.
  • Funds reported $7.44B of MarketAxess Holdings stock for Q2 2018, down 8.8% quarter-over-quarter.
  • 27 funds opened new MarketAxess Holdings positions in Q2 2018 and 28 closed out, a net change of -1 holder.
  • The largest MarketAxess Holdings buyer in Q2 2018 was Artisan Partners, an estimated $57.3M added.
  • The largest MarketAxess Holdings seller in Q2 2018 was AllianceBernstein, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2018.