We are live on ! Find out more
MKTX icon

MarketAxess Holdings

208 hedge funds and large institutions have $2.95B invested in MarketAxess Holdings in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $2.59B → $2.95B (+$357M)

9% more funds holding

Funds holding: 190208 (+18)

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

90% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $12.9M

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
5.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
32
Increased
73
Reduced
80
Closed
12
Calls
$1.34M
Puts
$12.9M
Net Calls
-$11.6M
Net Calls Change
-$621K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$281M -$388K -4,904 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$7.87M +99,349 +4%
BFA
3
BlackRock Fund Advisors
California
$193M +$6.08M +76,745 +3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$146M -$3.52M -44,513 -2%
KCM
5
Kornitzer Capital Management
Kansas
$132M -$22.7M -286,310 -15%
BAM
6
Burgundy Asset Management
Ontario, Canada
$128M -$125K -1,578 -0.1%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$124M +$11.9M +149,688 +11%
Primecap Management
8
Primecap Management
California
$83.2M
BIT
9
BlackRock Institutional Trust
California
$77M +$474K +5,981 +0.6%
JHIU
10
Janus Henderson Investors US
Colorado
$74.9M -$274K -3,462 -0.4%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$73.3M +$13.1M +165,526 +23%
GKIM
12
GW&K Investment Management
Massachusetts
$73.2M -$6.78M -85,632 -9%
State Street
13
State Street
Massachusetts
$68.5M +$497K +6,273 +0.8%
VBA
14
Van Berkom & Associates
Quebec, Canada
$63.6M -$20.6M -260,798 -25%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$58.9M +$354K +4,465 +0.6%
BTW
16
Boston Trust Walden
Massachusetts
$53M -$16.1M -202,929 -24%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$53M +$1.14M +14,424 +2%
RIM
18
Ranger Investment Management
Texas
$45M -$328K -4,140 -0.8%
Norges Bank
19
Norges Bank
Norway
$42.3M
Northern Trust
20
Northern Trust
Illinois
$36.3M +$492K +6,220 +1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$32.8M -$421K -5,316 -2%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$32.3M -$9.42M -119,017 -23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$32M -$149K -1,886 -0.5%
Goldman Sachs
24
Goldman Sachs
New York
$31.5M -$9.34M -118,014 -24%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$31.1M -$17.9M -225,997 -38%

MKTX Hedge Fund Activity: Q1 2015 in Review

208 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q1 2015, worth a combined $2.95B — up 14% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MKTX positions and 12 closed out — a net gain of 20 holders — while 73 added to existing stakes and 80 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $24.1M. The largest seller was Kornitzer Capital Management, cutting an estimated $22.7M.

  • 208 institutional investors held MarketAxess Holdings (MKTX) as of Q1 2015, up from 190 in Q4 2014.
  • Funds reported $2.95B of MarketAxess Holdings stock for Q1 2015, up 14% quarter-over-quarter.
  • 32 funds opened new MarketAxess Holdings positions in Q1 2015 and 12 closed out, a net change of +20 holders.
  • The largest MarketAxess Holdings buyer in Q1 2015 was OppenheimerFunds, an estimated $24.1M added.
  • The largest MarketAxess Holdings seller in Q1 2015 was Kornitzer Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2015.