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MarketAxess Holdings

306 hedge funds and large institutions have $5.64B invested in MarketAxess Holdings in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $5.11B → $5.64B (+$528M)

5% more funds holding

Funds holding: 291306 (+15)

14% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 127

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

69% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $35.2M

Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
8.16%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
43
Increased
109
Reduced
127
Closed
24
Calls
$10.8M
Puts
$35.2M
Net Calls
-$24.5M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
176
Utah Retirement Systems
Utah
$1.11M
1GA
177
1st Global Advisors
Texas
$1.08M +$172K +1,060 +19%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$1.08M -$2.74M -16,860 -72%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$974 -6 -0.1%
CB
180
Commerce Bank
Missouri
$1.07M
SCM
181
Stevens Capital Management
Pennsylvania
$1.06M +$1.04M +6,415 New
AB
182
Amalgamated Bank
New York
$1.06M -$812 -5 -0.1%
CGH
183
Crossmark Global Holdings
Texas
$1.01M +$892K +5,493 New
NAM
184
NorthCoast Asset Management
Connecticut
$1M +$985K +6,069 New
EVM
185
Eaton Vance Management
Massachusetts
$994K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$993K +$4.87K +30 +0.5%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$975K +$77.9K +480 +9%
HK
188
Horizon Kinetics
New York
$944K
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$922K -$270K -1,664 -23%
AA
190
AlphaMark Advisors
Kentucky
$893K -$219K -1,350 -20%
AIM
191
Assured Investment Management
New York
$881K +$202K +1,246 +31%
PA
192
Profund Advisors
Maryland
$870K +$185K +1,139 +28%
CAM
193
Capstone Asset Management
Texas
$853K -$3.73K -23 -0.4%
SB
194
Suntrust Banks
Georgia
$828K -$29.6K -182 -4%
Legal & General Group
195
Legal & General Group
United Kingdom
$796K +$83.3K +513 +12%
SAM
196
Securian Asset Management
Minnesota
$770K +$16.2K +100 +2%
VKH
197
Virtu KCG Holdings
New York
$739K +$725K +4,463 New
BIM
198
BRC Investment Management
Colorado
$738K +$724K +4,459 New
JIP
199
Jaffetilchin Investment Partners
Florida
$736K -$73.6K -453 -9%
BCM
200
BlueCrest Capital Management
Jersey
$721K -$578K -3,557 -45%

MKTX Hedge Fund Activity: Q3 2016 in Review

306 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q3 2016, worth a combined $5.64B — up 10% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MKTX positions and 24 closed out — a net gain of 19 holders — while 109 added to existing stakes and 127 trimmed.

The largest buyer was Franklin Resources, adding an estimated $68M. The largest seller was Wellington Management Group, cutting an estimated $115M.

  • 306 institutional investors held MarketAxess Holdings (MKTX) as of Q3 2016, up from 291 in Q2 2016.
  • Funds reported $5.64B of MarketAxess Holdings stock for Q3 2016, up 10% quarter-over-quarter.
  • 43 funds opened new MarketAxess Holdings positions in Q3 2016 and 24 closed out, a net change of +19 holders.
  • The largest MarketAxess Holdings buyer in Q3 2016 was Franklin Resources, an estimated $68M added.
  • The largest MarketAxess Holdings seller in Q3 2016 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2016.