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Tradeweb Markets
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Overview Fund Activity

362 hedge funds and large institutions have $9.13B invested in Tradeweb Markets in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
133
Reduced
126
Closed
35
Calls
$21.4M
Puts
$6.22M
Net Calls
+$15.1M
Net Calls Change
+$3.73M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$687M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$52.7M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$223M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$183M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$71.3M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$177M
2
OCBV
2
Ownership Capital B.V.
Netherlands
$258M
3
BlackRock
3
BlackRock
New York
$867M
4
BA
4
Bridgewater Associates
Connecticut
$11.2M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
251
XTX Topco
Cayman Islands
$419K +$419K +5,226 New
CC
252
Centiva Capital
New York
$407K +$407K +5,078 New
Prudential Financial
253
Prudential Financial
New Jersey
$406K +$9.22K +115 +2%
JPMPWA
254
J.P. Morgan Private Wealth Advisors
California
$404K +$71.9K +897 +22%
HighTower Advisors
255
HighTower Advisors
Illinois
$393K +$115K +1,428 +41%
YMRC
256
Yorktown Management & Research Company
Virginia
$389K – – –
AWM
257
Avior Wealth Management
Nebraska
$365K +$365K +4,545 New
AQR Capital Management
258
AQR Capital Management
Connecticut
$360K -$391K -4,870 -52%
BS
259
Banco Santander
Spain
$329K +$329K +4,107 New
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$328K +$328K +4,091 New
SPIA
261
Steward Partners Investment Advisory
New York
$325K -$13.2K -165 -4%
VF
262
Virtu Financial
New York
$325K +$325K +4,054 New
IWC
263
Integrated Wealth Concepts
Massachusetts
$321K -$40K -499 -11%
CAN
264
Cetera Advisor Networks
California
$316K -$5.94K -74 -2%
MIM
265
MetLife Investment Management
New Jersey
$315K +$241 +3 +0.1%
Mariner
266
Mariner
Kansas
$309K +$63.1K +787 +26%
SPA
267
Sherbrooke Park Advisers
New York
$298K +$298K +3,717 New
FIM
268
Freedom Investment Management
Connecticut
$292K +$292K +3,639 New
PA
269
PFG Advisors
Arizona
$284K – – –
PAS
270
Park Avenue Securities
New York
$274K +$274K +3,412 New
HCA
271
Harbor Capital Advisors
Illinois
$273K -$401 -5 -0.1%
TMAM
272
Tokio Marine Asset Management
Japan
$268K +$29.8K +371 +12%
SG Americas Securities
273
SG Americas Securities
New York
$268K +$151K +1,885 +129%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$266K – – –
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$262K +$262K +3,267 New
9 10
11
12 13