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MarketAxess Holdings

513 hedge funds and large institutions have $9.88B invested in MarketAxess Holdings in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $14.2M

1.75% more ownership

Funds ownership: 98.42%100.17% (+1.7%)

5% less funds holding

Funds holding: 538513 (-25)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 198

30% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 81

32% less capital invested

Capital invested by funds: $14.5B → $9.88B (-$4.59B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
513
Holders Change
-25
Holders Change %
-4.65%
% of All Funds
8.05%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
57
Increased
178
Reduced
198
Closed
81
Calls
$22.3M
Puts
$14.2M
Net Calls
+$8.03M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$1.01M +3,375 +0.1%
BlackRock
2
BlackRock
New York
$1.02B -$5.85M -19,610 -0.5%
GAM
3
GuardCap Asset Management
United Kingdom
$519M +$25.8M +86,397 +5%
State Street
4
State Street
Massachusetts
$438M +$11M +36,977 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$437M -$6.49M -21,741 -1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$365M -$41.6M -139,379 -9%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$364M -$11.2M -37,479 -3%
Primecap Management
8
Primecap Management
California
$290M -$436K -1,460 -0.1%
OCBV
9
Ownership Capital B.V.
Netherlands
$266M -$32.9M -110,366 -10%
Macquarie Group
10
Macquarie Group
Australia
$262M +$9.01M +30,210 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$222M -$2.64M -8,847 -1%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$188M -$12.9M -43,194 -6%
American Century Companies
13
American Century Companies
Missouri
$183M -$17.2M -57,647 -8%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$154M -$6.8M -22,790 -4%
Artisan Partners
15
Artisan Partners
Wisconsin
$135M +$34M +114,047 +28%
VanEck Associates
16
VanEck Associates
New York
$134M +$144M +483,282 +1,590%
Invesco
17
Invesco
Georgia
$111M +$7.42M +24,878 +6%
Norges Bank
18
Norges Bank
Norway
$111M +$5.97M +20,006 +5%
EAM
19
Eagle Asset Management
Florida
$99.8M -$53.3M -178,679 -32%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$99.2M +$1.58M +5,295 +1%
Northern Trust
21
Northern Trust
Illinois
$95.9M -$5.69M -19,068 -5%
Allianz Asset Management
22
Allianz Asset Management
Germany
$91.6M +$14.3M +47,955 +16%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$91.2M +$14.5M +48,529 +16%
Charles Schwab
24
Charles Schwab
California
$87.6M +$192K +642 +0.2%
UBS AM
25
UBS AM
Illinois
$84M

MKTX Hedge Fund Activity: Q2 2023 in Review

513 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q2 2023, worth a combined $9.88B — down 32% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of MKTX and 57 opened new positions — a net loss of 24 holders — while 198 trimmed existing stakes and 178 added.

The largest buyer was VanEck Associates, adding an estimated $144M. The largest seller was Lord, Abbett & Co, cutting an estimated $71.7M.

  • 513 institutional investors held MarketAxess Holdings (MKTX) as of Q2 2023, down from 538 in Q1 2023.
  • Funds reported $9.88B of MarketAxess Holdings stock for Q2 2023, down 32% quarter-over-quarter.
  • 57 funds opened new MarketAxess Holdings positions in Q2 2023 and 81 closed out, a net change of -24 holders.
  • The largest MarketAxess Holdings buyer in Q2 2023 was VanEck Associates, an estimated $144M added.
  • The largest MarketAxess Holdings seller in Q2 2023 was Lord, Abbett & Co, an estimated $71.7M sold.

Based on aggregated 13F filings for Q2 2023.