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MarketWise
MKTW

79 hedge funds and large institutions have $348M invested in MarketWise in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

38% more capital invested

Capital invested by funds: $253M → $348M (+$95.8M)

36% more funds holding

Funds holding: 58 → 79 (+21)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.26% more ownership

Funds ownership: 2.99% → 4.25% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
15
Reduced
13
Closed
23
Calls
$812K
Puts
–
Net Calls
+$812K
Net Calls Change
-$7.82M

Top Buyers

Rank Fund Capital Flow
1
MF
Magnetar Financial
Illinois
+$36.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$25M
3
WAM
Weiss Asset Management
Massachusetts
+$17.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$13M
5
HCM
Highbridge Capital Management
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
RIA
RP Investment Advisors
Ontario, Canada
-$17.3M
2
WP
Woodline Partners
California
-$15.7M
3
AC
Aristeia Capital
Connecticut
-$13.3M
4
LCM
LH Capital Markets
New York
-$10.3M
5
Millennium Management
Millennium Management
New York
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Basso Capital Management
Connecticut
$4.51M +$4.72M +22,788 New
TCM
27
Tenor Capital Management
New York
$4.46M +$518K +2,500 +13%
HI
28
HBK Investments
Texas
$4.36M +$414K +1,999 +10%
Goldman Sachs
29
Goldman Sachs
New York
$4.32M +$4.12M +19,880 +1,019%
RA
30
RiverPark Advisors
New York
$4.14M +$4.33M +20,892 New
KC
31
Kepos Capital
New York
$3.46M +$3.63M +17,500 New
ACM
32
Atalaya Capital Management
New York
$2.97M +$2.59M +12,500 +500%
MCP
33
Maso Capital Partners
Hong Kong
$2.97M +$3.11M +15,000 New
Wells Fargo
34
Wells Fargo
California
$2.69M +$2.81M +13,576 New
KKRC
35
Kohlberg Kravis Roberts & Co
New York
$2.63M +$2.75M +13,283 New
PMAM
36
Picton Mahoney Asset Management
Ontario, Canada
$2.48M -$1.04M -5,000 -29%
FTCM
37
First Trust Capital Management
Illinois
$2.34M +$2.45M +11,834 New
Capstone Investment Advisors
38
Capstone Investment Advisors
New York
$2.07M +$2.16M +10,435 New
BCM
39
BlueCrest Capital Management
Jersey
$1.98M +$2.07M +10,000 New
PAMP
40
Polar Asset Management Partners
Ontario, Canada
$1.96M -$1.04M -5,000 -34%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$1.88M -$127K -613 -6%
WRBC
42
W.R. Berkley Corp
Connecticut
$1.56M +$1.02M +4,913 +165%
DCM
43
Dupont Capital Management
Delaware
$1.49M – – –
BSCM
44
Berry Street Capital Management
United Kingdom
$1.24M +$1.3M +6,250 New
Jane Street
45
Jane Street
New York
$1.24M +$1.3M +6,251 New
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$1.03M +$1.07M +5,187 New
PSAMP
47
P. Schoenfeld Asset Management (PSAM)
New York
$971K -$4.16M -20,097 -80%
WAM
48
Wolverine Asset Management
Illinois
$913K +$405K +1,956 +74%
BCM
49
Bluefin Capital Management
New York
$766K -$764K -3,686 -49%
AA
50
AQR Arbitrage
Connecticut
$763K -$238K -1,147 -23%
1
2
3 4 5

MKTW Hedge Fund Activity: Q1 2021 in Review

79 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2021, worth a combined $348M — up 38% from $253M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MKTW positions and 23 closed out — a net gain of 21 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $36.5M. The largest seller was RP Investment Advisors, exiting entirely with an estimated $17.3M sold.

  • 79 institutional investors held MarketWise (MKTW) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $348M of MarketWise stock for Q1 2021, up 38% quarter-over-quarter.
  • 44 funds opened new MarketWise positions in Q1 2021 and 23 closed out, a net change of +21 holders.
  • The largest MarketWise buyer in Q1 2021 was Magnetar Financial, an estimated $36.5M added.
  • The largest MarketWise seller in Q1 2021 was RP Investment Advisors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2021.