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MarketAxess Holdings

222 hedge funds and large institutions have $3.31B invested in MarketAxess Holdings in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $2.95B → $3.31B (+$368M)

7% more funds holding

Funds holding: 207222 (+15)

1% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 85

31% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $3.56M

Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
36
Increased
84
Reduced
85
Closed
21
Calls
$2.47M
Puts
$3.56M
Net Calls
-$1.09M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$313M -$1.34M -15,207 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$6.41M +72,685 +3%
BFA
3
BlackRock Fund Advisors
California
$214M -$1.86M -21,088 -0.9%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$152M +$13.3M +150,909 +10%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$144M -$18.5M -210,249 -12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$134M +$126M +1,430,771 +9,054%
BAM
7
Burgundy Asset Management
Ontario, Canada
$110M -$30.9M -349,957 -23%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$96M +$13.3M +151,158 +17%
Primecap Management
9
Primecap Management
California
$93.1M
KCM
10
Kornitzer Capital Management
Kansas
$90M -$55.3M -627,090 -39%
JHIU
11
Janus Henderson Investors US
Colorado
$85.5M +$1.54M +17,456 +2%
BIT
12
BlackRock Institutional Trust
California
$82.9M -$3.13M -35,463 -4%
GKIM
13
GW&K Investment Management
Massachusetts
$80.7M -$1.12M -12,713 -1%
State Street
14
State Street
Massachusetts
$73.1M -$3.34M -37,851 -5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$67M +$1.05M +11,862 +2%
VBA
16
Van Berkom & Associates
Quebec, Canada
$64.3M -$6.56M -74,380 -10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$59.9M +$601K +6,812 +1%
RIM
18
Ranger Investment Management
Texas
$56.5M +$5.86M +66,403 +12%
NCGI
19
Next Century Growth Investors
Minnesota
$49.2M +$14.5M +164,601 +45%
Norges Bank
20
Norges Bank
Norway
$47.4M
Northern Trust
21
Northern Trust
Illinois
$42M +$1.36M +15,422 +4%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$37.1M +$912K +10,339 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$36M +$183K +2,070 +0.5%
BTW
24
Boston Trust Walden
Massachusetts
$34.4M -$23.7M -269,112 -42%
O
25
OppenheimerFunds
New York
$33.5M +$5M +56,710 +19%

MKTX Hedge Fund Activity: Q2 2015 in Review

222 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q2 2015, worth a combined $3.31B — up 12% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MKTX positions and 21 closed out — a net gain of 15 holders — while 84 added to existing stakes and 85 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Kornitzer Capital Management, cutting an estimated $55.3M.

  • 222 institutional investors held MarketAxess Holdings (MKTX) as of Q2 2015, up from 207 in Q1 2015.
  • Funds reported $3.31B of MarketAxess Holdings stock for Q2 2015, up 12% quarter-over-quarter.
  • 36 funds opened new MarketAxess Holdings positions in Q2 2015 and 21 closed out, a net change of +15 holders.
  • The largest MarketAxess Holdings buyer in Q2 2015 was Wellington Management Group, an estimated $126M added.
  • The largest MarketAxess Holdings seller in Q2 2015 was Kornitzer Capital Management, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2015.