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MarketAxess Holdings

230 hedge funds and large institutions have $3.37B invested in MarketAxess Holdings in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

16% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 80

3% more funds holding

Funds holding: 223230 (+7)

2% more capital invested

Capital invested by funds: $3.31B → $3.37B (+$56.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

14% less call options, than puts

Call options by funds: $1.82M | Put options by funds: $2.12M

Holders
230
Holders Change
+7
Holders Change %
+3.14%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
27
Increased
93
Reduced
80
Closed
19
Calls
$1.82M
Puts
$2.12M
Net Calls
-$295K
Net Calls Change
+$794K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$308M -$5.67M -58,630 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M +$8.38M +86,666 +3%
BFA
3
BlackRock Fund Advisors
California
$219M +$4.17M +43,104 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$162M +$29.2M +302,546 +21%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$144M -$8.68M -89,758 -5%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$135M -$9.8M -101,348 -7%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$94.4M +$28.4M +293,540 +41%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$93.2M -$3.02M -31,290 -3%
Primecap Management
9
Primecap Management
California
$93.2M
BIT
10
BlackRock Institutional Trust
California
$85.1M +$2.27M +23,504 +3%
BAM
11
Burgundy Asset Management
Ontario, Canada
$79.4M -$32.4M -334,687 -28%
JHIU
12
Janus Henderson Investors US
Colorado
$77.4M -$8.49M -87,853 -10%
GKIM
13
GW&K Investment Management
Massachusetts
$76.7M -$4.24M -43,885 -5%
State Street
14
State Street
Massachusetts
$71M -$2.34M -24,160 -3%
VBA
15
Van Berkom & Associates
Quebec, Canada
$60.4M -$4.07M -42,150 -6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$60.1M +$77.7K +804 +0.1%
NCGI
17
Next Century Growth Investors
Minnesota
$56.8M +$7.91M +81,806 +15%
RIM
18
Ranger Investment Management
Texas
$55M -$1.55M -16,050 -3%
KCM
19
Kornitzer Capital Management
Kansas
$52.5M -$39.1M -404,445 -42%
Norges Bank
20
Norges Bank
Norway
$47.4M
Northern Trust
21
Northern Trust
Illinois
$43.2M +$1.24M +12,814 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.3M +$6.52M +67,463 +17%
O
23
OppenheimerFunds
New York
$38.9M +$5.59M +57,852 +16%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$38.1M +$924K +9,558 +2%
RIM
25
RS Investment Management
California
$37.7M +$13.7M +142,163 +54%

MKTX Hedge Fund Activity: Q3 2015 in Review

230 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q3 2015, worth a combined $3.37B — up 1.7% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MKTX positions and 19 closed out — a net gain of 8 holders — while 93 added to existing stakes and 80 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.2M. The largest seller was Kornitzer Capital Management, cutting an estimated $39.1M.

  • 230 institutional investors held MarketAxess Holdings (MKTX) as of Q3 2015, up from 223 in Q2 2015.
  • Funds reported $3.37B of MarketAxess Holdings stock for Q3 2015, up 1.7% quarter-over-quarter.
  • 27 funds opened new MarketAxess Holdings positions in Q3 2015 and 19 closed out, a net change of +8 holders.
  • The largest MarketAxess Holdings buyer in Q3 2015 was Wellington Management Group, an estimated $29.2M added.
  • The largest MarketAxess Holdings seller in Q3 2015 was Kornitzer Capital Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q3 2015.