MKTW icon

MarketWise
MKTW

Overview Fund Activity

63 hedge funds and large institutions have $28.1M invested in MarketWise in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
21
Reduced
11
Closed
11
Calls
$263K
Puts
$2.75M
Net Calls
-$2.49M
Net Calls Change
-$2.83M

Top Buyers

1
GRIM
Greenhaven Road Investment Management
Connecticut
$9.93M
2
RA
Royce & Associates
New York
$2.76M
3
FAM
Formidable Asset Management
Ohio
$967K
4
Millennium Management
Millennium Management
New York
$551K
5
SIA
SkyView Investment Advisors
New Jersey
$454K

Top Sellers

1
SSA
Schonfeld Strategic Advisors
New York
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.65M
3
Allianz Asset Management
Allianz Asset Management
Germany
$258K
4
PM
Phraction Management
Connecticut
$0
5
DU
Delphia (USA)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$112K – – –
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$88K +$6.06K +132 +7%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$61K -$20.7K -450 -25%
Deutsche Bank
29
Deutsche Bank
Germany
$58K +$39.6K +864 +215%
PFM
30
Privium Fund Management
Netherlands
$53K +$53K +1,154 New
GCP
31
GSA Capital Partners
United Kingdom
$46K -$63.9K -1,405 -58%
RJA
32
Raymond James & Associates
Florida
$39K +$39K +849 New
AGM
33
Alpine Global Management
New York
$36K +$36K +792 New
Belvedere Trading
34
Belvedere Trading
Illinois
$34K +$25.7K +508 +310%
Wolverine Trading
35
Wolverine Trading
Illinois
$33K +$33K +709 New
Jane Street
36
Jane Street
New York
$33K +$33K +733 New
JF
37
Jump Financial
Illinois
$32K +$32K +699 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$29K -$32.9K -718 -53%
Invesco
39
Invesco
Georgia
$28K – – –
AllianceBernstein
40
AllianceBernstein
Tennessee
$26K +$26K +570 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$21K – – –
Bank of America
42
Bank of America
North Carolina
$19K +$3.35K +73 +21%
AIG
43
American International Group
New York
$18K +$267 +6 +2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$15K -$1.25K -28 -8%
CL
45
CSS LLC
Illinois
$11K +$11K +252 New
UBS Group
46
UBS Group
Switzerland
$10K +$10K +227 New
SO
47
STRS Ohio
Ohio
$9K – – –
AB
48
Amalgamated Bank
New York
$9K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$9K +$8.1K +180 +900%
Simplex Trading
50
Simplex Trading
Illinois
$9K +$9K +212 New
1
2
3