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MarketWise

53 hedge funds and large institutions have $49.3M invested in MarketWise in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

15% more funds holding

Funds holding: 4653 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.51% less ownership

Funds ownership: 2.36%1.85% (-0.51%)

45% less capital invested

Capital invested by funds: $89M → $49.3M (-$39.7M)

57% less call options, than puts

Call options by funds: $132K | Put options by funds: $307K

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
18
Reduced
11
Closed
5
Calls
$132K
Puts
$307K
Net Calls
-$175K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
26
Sciencast Management
New Jersey
$261K +$329K +3,017 New
Northern Trust
27
Northern Trust
Illinois
$219K
Morgan Stanley
28
Morgan Stanley
New York
$176K +$1.74K +16 +0.9%
Squarepoint
29
Squarepoint
New York
$141K +$49K +450 +43%
Victory Capital Management
30
Victory Capital Management
Texas
$135K -$5.34K -49 -3%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$135K +$156K +1,431 New
TI
32
Telemetry Investments
New York
$125K -$174K -1,600 -55%
CIBC Asset Management
33
CIBC Asset Management
Ontario, Canada
$125K
Jane Street
34
Jane Street
New York
$86K +$28.3K +260 +40%
Simplex Trading
35
Simplex Trading
Illinois
$71K +$44.2K +406 +116%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$60K +$69.3K +636 New
Charles Schwab
37
Charles Schwab
California
$56K
WAM
38
Wolverine Asset Management
Illinois
$54K +$44.7K +410 +252%
VF
39
Virtu Financial
New York
$54K +$62.5K +574 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$48K
UBS Group
41
UBS Group
Switzerland
$36K -$6.97K -64 -14%
SOW
42
State of Wyoming
Wyoming
$30K +$34.8K +319 New
SPIA
43
Steward Partners Investment Advisory
New York
$28K +$763 +7 +2%
Group One Trading
44
Group One Trading
Illinois
$22K +$25.6K +235 New
Citigroup
45
Citigroup
New York
$21K +$24.2K +222 New
PCM
46
Penserra Capital Management
California
$15K -$4.47K -41 -20%
TRCT
47
Tower Research Capital (TRC)
New York
$14K -$19K -174 -55%
Bank of America
48
Bank of America
North Carolina
$13K +$9.15K +84 +153%
RA
49
RiverPark Advisors
New York
$8K
JP Morgan Chase
50
JP Morgan Chase
New York
$3K -$11K -101 -75%

MKTW Hedge Fund Activity: Q1 2022 in Review

53 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2022, worth a combined $49.3M — down 45% from $89M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MKTW positions and 5 closed out — a net gain of 7 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.85M. The largest seller was Cannell Capital, exiting entirely with an estimated $5.62M sold.

  • 53 institutional investors held MarketWise (MKTW) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $49.3M of MarketWise stock for Q1 2022, down 45% quarter-over-quarter.
  • 12 funds opened new MarketWise positions in Q1 2022 and 5 closed out, a net change of +7 holders.
  • The largest MarketWise buyer in Q1 2022 was Vanguard Group, an estimated $3.85M added.
  • The largest MarketWise seller in Q1 2022 was Cannell Capital, an estimated $5.62M sold.

Based on aggregated 13F filings for Q1 2022.