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MarketWise

54 hedge funds and large institutions have $18.1M invested in MarketWise in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.62% less ownership

Funds ownership: 2.21%1.59% (-0.62%)

14% less funds holding

Funds holding: 6354 (-9)

28% less call options, than puts

Call options by funds: $28K | Put options by funds: $39K

36% less capital invested

Capital invested by funds: $28.1M → $18.1M (-$10M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
13
Closed
14
Calls
$28K
Puts
$39K
Net Calls
-$11K
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$40K -$31K -713 -37%
RJA
27
Raymond James & Associates
Florida
$28.5K
CM
28
Cohanzick Management
New York
$25.2K -$208K -4,773 -86%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$21.2K
AllianceBernstein
30
AllianceBernstein
Tennessee
$20.7K +$1.96K +45 +8%
JP Morgan Chase
31
JP Morgan Chase
New York
$19K +$4.57K +105 +23%
PFM
32
Privium Fund Management
Netherlands
$17K -$28.3K -650 -56%
Bank of America
33
Bank of America
North Carolina
$15K +$1.48K +34 +8%
Simplex Trading
34
Simplex Trading
Illinois
$15K +$10.2K +235 +111%
AIG
35
American International Group
New York
$13.5K -$43 -1 -0.2%
OLVIG
36
Oliver Lagore Vanvalin Investment Group
Michigan
$11.8K +$10.9K +250 +250%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$11.4K +$174 +4 +1%
TRCT
38
Tower Research Capital (TRC)
New York
$9K +$12.1K +278 +27,800%
CL
39
CSS LLC
Illinois
$8.45K
Barclays
40
Barclays
United Kingdom
$7.68K +$6.83K +157 +218%
UBS Group
41
UBS Group
Switzerland
$7.07K -$739 -17 -7%
SPIA
42
Steward Partners Investment Advisory
New York
$6.64K -$87 -2 -1%
AB
43
Amalgamated Bank
New York
$6K
SO
44
STRS Ohio
Ohio
$6K
Osaic Holdings
45
Osaic Holdings
Arizona
$6K +$2.35K +54 +39%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5K +$5.61K +129 +516%
BAM
47
Belpointe Asset Management
Nevada
$3.36K +$4.35K +100 New
AIP
48
Ameritas Investment Partners
Nebraska
$3.09K
RA
49
RiverPark Advisors
New York
$2.99K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.81K +$2.17K +50 +147%

MKTW Hedge Fund Activity: Q4 2022 in Review

54 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2022, worth a combined $18.1M — down 36% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MKTW and 5 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $285K. The largest seller was Rovida Advisors, cutting an estimated $822K.

  • 54 institutional investors held MarketWise (MKTW) as of Q4 2022, down from 63 in Q3 2022.
  • Funds reported $18.1M of MarketWise stock for Q4 2022, down 36% quarter-over-quarter.
  • 5 funds opened new MarketWise positions in Q4 2022 and 14 closed out, a net change of -9 holders.
  • The largest MarketWise buyer in Q4 2022 was Citadel Advisors, an estimated $285K added.
  • The largest MarketWise seller in Q4 2022 was Rovida Advisors, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2022.