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MarketAxess Holdings

312 hedge funds and large institutions have $6.43B invested in MarketAxess Holdings in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 104 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 104

0.53% more ownership

Funds ownership: 92.29%92.81% (+0.53%)

7% less funds holding

Funds holding: 334312 (-22)

8% less capital invested

Capital invested by funds: $6.96B → $6.43B (-$535M)

38% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 47

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

71% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $11.9M

Holders
312
Holders Change
-22
Holders Change %
-6.59%
% of All Funds
7.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
29
Increased
129
Reduced
104
Closed
47
Calls
$3.49M
Puts
$11.9M
Net Calls
-$8.44M
Net Calls Change
-$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
126
Segall Bryant & Hamill
Illinois
$4.29M -$103K -537 -2%
ACI
127
AMP Capital Investors
Australia
$4.24M +$410K +2,143 +10%
USAA
128
United Services Automobile Association
Texas
$4.19M -$165K -864 -4%
NA
129
Neuburgh Advisers
California
$4.18M +$110K +576 +3%
SCM
130
Stevens Capital Management
Pennsylvania
$3.99M +$1.56M +8,179 +61%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$3.96M +$1.1M +5,767 +37%
ASRS
132
Arizona State Retirement System
Arizona
$3.92M +$1.05M +5,470 +35%
US Bancorp
133
US Bancorp
Minnesota
$3.68M +$73.6K +385 +2%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$3.55M -$299K -1,561 -8%
MSA
135
Mason Street Advisors
Wisconsin
$3.44M +$56.2K +294 +2%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$3.41M -$1.14M -5,972 -24%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$3.33M +$208K +1,088 +6%
AG
138
Aperio Group
California
$3.31M +$112K +585 +3%
Federated Hermes
139
Federated Hermes
Pennsylvania
$3.29M -$136K -709 -4%
Credit Agricole
140
Credit Agricole
France
$2.91M -$15.8M -82,600 -84%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.88M -$33.7K -176 -1%
AII
142
AGF Investments Inc
Ontario, Canada
$2.77M
RCM
143
Riverhead Capital Management
Delaware
$2.74M +$2.13M +11,140 +299%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$2.69M -$258K -1,350 -8%
FP
145
Foundry Partners
Minnesota
$2.64M -$2.11M -11,026 -44%
SOMRS
146
State of Michigan Retirement System
Michigan
$2.6M -$268K -1,400 -9%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$2.56M +$1.91K +10 +0.1%
PSUF
148
People's United Financial
Connecticut
$2.5M -$118K -617 -4%
PP
149
Paloma Partners
Connecticut
$2.2M +$2.05M +10,731 +894%
Canada Pension Plan Investment Board
150
Canada Pension Plan Investment Board
Ontario, Canada
$2.2M +$383K +2,000 +20%

MKTX Hedge Fund Activity: Q3 2017 in Review

312 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q3 2017, worth a combined $6.43B — down 7.7% from $6.96B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MKTX and 29 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 129 added.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was GW&K Investment Management, cutting an estimated $67.3M.

  • 312 institutional investors held MarketAxess Holdings (MKTX) as of Q3 2017, down from 334 in Q2 2017.
  • Funds reported $6.43B of MarketAxess Holdings stock for Q3 2017, down 7.7% quarter-over-quarter.
  • 29 funds opened new MarketAxess Holdings positions in Q3 2017 and 47 closed out, a net change of -18 holders.
  • The largest MarketAxess Holdings buyer in Q3 2017 was AllianceBernstein, an estimated $102M added.
  • The largest MarketAxess Holdings seller in Q3 2017 was GW&K Investment Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2017.