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MarketAxess Holdings

463 hedge funds and large institutions have $11.9B invested in MarketAxess Holdings in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 157 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

11% more funds holding

Funds holding: 418463 (+45)

3% less capital invested

Capital invested by funds: $12.3B → $11.9B (-$318M)

5% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 165

3.81% less ownership

Funds ownership: 101.25%97.44% (-3.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

47% less call options, than puts

Call options by funds: $55.3M | Put options by funds: $103M

Holders
463
Holders Change
+45
Holders Change %
+10.77%
% of All Funds
10.15%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
83
Increased
157
Reduced
165
Closed
36
Calls
$55.3M
Puts
$103M
Net Calls
-$48.2M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
176
Texas Permanent School Fund
Texas
$2.3M -$6.64M -18,551 -73%
URS
177
Utah Retirement Systems
Utah
$2.26M
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$2.25M +$51.9K +145 +2%
SAM
179
Stansberry Asset Management
Texas
$2.24M -$655K -1,829 -21%
Simplex Trading
180
Simplex Trading
Illinois
$2.23M +$1.49M +4,160 +157%
Jane Street
181
Jane Street
New York
$2.22M -$2.71M -7,573 -53%
Lazard Asset Management
182
Lazard Asset Management
New York
$2.17M -$888K -2,482 -27%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$2.16M +$204K +571 +9%
Rafferty Asset Management
184
Rafferty Asset Management
New York
$2.13M +$58.3K +163 +3%
AIL
185
AGF Investments LLC
Ontario, Canada
$2.13M +$1.97M +5,502 +552%
HAM
186
Hyperion Asset Management
Australia
$2.1M +$535K +1,495 +30%
ACA
187
Aptus Capital Advisors
Alabama
$2.1M +$2.29M +6,405 New
BNP Paribas Asset Management
188
BNP Paribas Asset Management
France
$2.09M +$75.9K +212 +3%
XK
189
Xact Kapitalforvaltning
Sweden
$2.08M +$107K +300 +5%
AssetMark Inc
190
AssetMark Inc
California
$2.08M +$2.19M +6,131 +2,878%
S
191
Seeyond
France
$2.07M +$1.63M +4,560 +260%
SCM
192
Stevens Capital Management
Pennsylvania
$2.06M +$1.14M +3,174 +101%
MSL
193
Mackay Shields LLC
New York
$2.02M +$85.2K +238 +4%
JCM
194
Jag Capital Management
Missouri
$2.01M +$78K +218 +4%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$1.96M -$140K -390 -6%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$1.95M -$617K -1,723 -22%
SAM
197
Shell Asset Management
Netherlands
$1.95M -$11.5K -32 -0.5%
OTPPB
198
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.93M +$1.42M +3,963 +207%
AIM
199
Achmea Investment Management
Netherlands
$1.92M +$519K +1,451 +33%
CCM
200
Coldstream Capital Management
Washington
$1.89M -$60.5K -169 -3%

MKTX Hedge Fund Activity: Q3 2019 in Review

463 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q3 2019, worth a combined $11.9B — down 2.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MKTX positions and 36 closed out — a net gain of 47 holders — while 157 added to existing stakes and 165 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was Baillie Gifford & Co, cutting an estimated $172M.

  • 463 institutional investors held MarketAxess Holdings (MKTX) as of Q3 2019, up from 418 in Q2 2019.
  • Funds reported $11.9B of MarketAxess Holdings stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 83 funds opened new MarketAxess Holdings positions in Q3 2019 and 36 closed out, a net change of +47 holders.
  • The largest MarketAxess Holdings buyer in Q3 2019 was Vanguard Group, an estimated $101M added.
  • The largest MarketAxess Holdings seller in Q3 2019 was Baillie Gifford & Co, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2019.