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MarketAxess Holdings

462 hedge funds and large institutions have $8.14B invested in MarketAxess Holdings in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 177 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 98.85%98.08% (-0.77%)

9% less funds holding

Funds holding: 505462 (-43)

12% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 177

23% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $29M

26% less capital invested

Capital invested by funds: $11B → $8.14B (-$2.89B)

37% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
462
Holders Change
-43
Holders Change %
-8.51%
% of All Funds
6.66%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
156
Reduced
177
Closed
103
Calls
$22.4M
Puts
$29M
Net Calls
-$6.58M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$995M +$3.08M +13,018 +0.3%
BlackRock
2
BlackRock
New York
$707M +$10.7M +45,367 +1%
GAM
3
GuardCap Asset Management
United Kingdom
$532M +$133M +564,820 +30%
State Street
4
State Street
Massachusetts
$379M +$6.59M +27,908 +2%
VanEck Associates
5
VanEck Associates
New York
$364M +$68.6M +290,347 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$338M -$53.8M -227,683 -13%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$338M +$73.9M +312,995 +25%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$253M +$85.7M +362,883 +46%
Primecap Management
9
Primecap Management
California
$247M +$794K +3,360 +0.3%
Macquarie Group
10
Macquarie Group
Australia
$229M +$6.75M +28,593 +3%
Invesco
11
Invesco
Georgia
$203M +$80.7M +341,721 +58%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$201M +$6.63M +28,067 +3%
WA
13
Wasatch Advisors
Utah
$157M +$48.3M +204,660 +40%
OCBV
14
Ownership Capital B.V.
Netherlands
$156M -$13.6M -57,412 -7%
Allianz Asset Management
15
Allianz Asset Management
Germany
$118M +$39.8M +168,583 +46%
Marshall Wace
16
Marshall Wace
United Kingdom
$117M +$65.8M +278,447 +109%
Norges Bank
17
Norges Bank
Norway
$105M +$8.96M +37,922 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$94.7M +$25M +105,758 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$93.3M +$1.99M +8,425 +2%
Baillie Gifford & Co
20
Baillie Gifford & Co
United Kingdom
$91.4M -$22.2M -93,947 -18%
Charles Schwab
21
Charles Schwab
California
$81.1M +$3.64M +15,405 +4%
Northern Trust
22
Northern Trust
Illinois
$78.8M -$2.08M -8,794 -2%
JSP
23
Jackson Square Partners
California
$67.1M -$28.2M -119,293 -28%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$66.1M +$6.77M +28,655 +11%
Citadel Advisors
25
Citadel Advisors
Florida
$65.7M -$10.9M -46,345 -13%

MKTX Hedge Fund Activity: Q1 2024 in Review

462 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q1 2024, worth a combined $8.14B — down 26% from $11B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of MKTX and 65 opened new positions — a net loss of 38 holders — while 177 trimmed existing stakes and 156 added.

The largest buyer was GuardCap Asset Management, adding an estimated $133M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 462 institutional investors held MarketAxess Holdings (MKTX) as of Q1 2024, down from 505 in Q4 2023.
  • Funds reported $8.14B of MarketAxess Holdings stock for Q1 2024, down 26% quarter-over-quarter.
  • 65 funds opened new MarketAxess Holdings positions in Q1 2024 and 103 closed out, a net change of -38 holders.
  • The largest MarketAxess Holdings buyer in Q1 2024 was GuardCap Asset Management, an estimated $133M added.
  • The largest MarketAxess Holdings seller in Q1 2024 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2024.