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MarketWise
MKTW

58 hedge funds and large institutions have $253M invested in MarketWise in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more funds holding

Funds holding: 27 → 58 (+31)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

63% more capital invested

Capital invested by funds: $155M → $253M (+$97.6M)

1% more ownership

Funds ownership: 1.99% → 2.99% (+1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
58
Holders Change
+31
Holders Change %
+114.81%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
10
Reduced
6
Closed
–
Calls
$8.63M
Puts
–
Net Calls
+$8.63M
Net Calls Change
+$8.63M

Top Buyers

Rank Fund Capital Flow
1
AC
Aristeia Capital
Connecticut
+$18.8M
2
Millennium Management
Millennium Management
New York
+$10M
3
OP
Omni Partners
United Kingdom
+$6.91M
4
WCMNY
Westchester Capital Management (New York)
New York
+$6.91M
5
UOC
UBS O'Connor
Illinois
+$6.8M

Top Sellers

Rank Fund Capital Flow
1
TAL
TIG Advisors LLC
New York
-$4.06M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4M
3
OCAM
Owl Creek Asset Management
New York
-$3.58M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.98M
5
Walleye Capital
Walleye Capital
New York
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
26
Toronto Dominion Bank
Ontario, Canada
$2.07M +$2M +10,082 New
BCM
27
Bluefin Capital Management
New York
$1.55M +$1.5M +7,557 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.54M -$2.98M -15,000 -67%
DCM
29
Dupont Capital Management
Delaware
$1.54M – – –
Verition Fund Management
30
Verition Fund Management
Connecticut
$1.46M +$1.19K +6 +0.1%
AA
31
AQR Arbitrage
Connecticut
$1.03M – – –
MAM
32
Myriad Asset Management
Hong Kong
$936K +$907K +4,563 New
RA
33
Ramius Advisors
New York
$828K +$801K +4,033 New
Walleye Trading
34
Walleye Trading
New York
$765K -$151K -762 -17%
EAM
35
Exos Asset Management
New York
$614K +$594K +2,990 New
WRBC
36
W.R. Berkley Corp
Connecticut
$610K – – –
WAM
37
Wolverine Asset Management
Illinois
$544K +$528K +2,655 New
ACM
38
Atalaya Capital Management
New York
$513K +$497K +2,500 New
BFM
39
Boothbay Fund Management
New York
$513K +$497K +2,500 New
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$513K +$497K +2,500 New
WAM
41
Weiss Asset Management
Massachusetts
$513K +$497K +2,500 New
MSU
42
Mizuho Securities USA
New York
$505K +$497K +2,500 New
OCAM
43
Owl Creek Asset Management
New York
$410K -$3.58M -18,000 -90%
CC
44
Centiva Capital
New York
$400K +$388K +1,950 New
Goldman Sachs
45
Goldman Sachs
New York
$400K +$388K +1,950 New
JG
46
Jefferies Group
New York
$382K +$370K +1,860 New
UBS Group
47
UBS Group
Switzerland
$266K +$256K +1,290 +32,250%
AFS
48
Amtrust Financial Services
New York
$257K +$248K +1,250 New
EIP
49
Easterly Investment Partners
Massachusetts
$205K – – –
DTL
50
Dynamic Technology Lab
Singapore
$205K +$199K +1,000 New
1
2
3

MKTW Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2020, worth a combined $253M — up 63% from $155M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MKTW positions and 0 closed out — a net gain of 31 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Aristeia Capital, adding an estimated $18.8M. The largest seller was TIG Advisors LLC, cutting an estimated $4.06M.

  • 58 institutional investors held MarketWise (MKTW) as of Q4 2020, up from 27 in Q3 2020.
  • Funds reported $253M of MarketWise stock for Q4 2020, up 63% quarter-over-quarter.
  • 31 funds opened new MarketWise positions in Q4 2020 and 0 closed out, a net change of +31 holders.
  • The largest MarketWise buyer in Q4 2020 was Aristeia Capital, an estimated $18.8M added.
  • The largest MarketWise seller in Q4 2020 was TIG Advisors LLC, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2020.