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MarketWise
MKTW

Overview Fund Activity

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
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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$220K
2
BlackRock
BlackRock
New York
$1.47M
3
Invesco
Invesco
Georgia
$74.8K
4
Deutsche Bank
Deutsche Bank
Germany
$82K
5
State Street
State Street
Massachusetts
$519K

Top Sellers

1
RA
Rovida Advisors
Florida
$178K
2
Millennium Management
Millennium Management
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$0
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$40K -$23.7K -713 -37%
RJA
27
Raymond James & Associates
Florida
$28.5K – – –
CM
28
Cohanzick Management
New York
$25.2K -$160K -4,773 -86%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$21K – – –
AllianceBernstein
30
AllianceBernstein
Tennessee
$20.7K +$1.51K +45 +8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$19K +$3.56K +105 +23%
PFM
32
Privium Fund Management
Netherlands
$17K -$22K -650 -56%
Bank of America
33
Bank of America
North Carolina
$15K +$1.14K +34 +8%
Simplex Trading
34
Simplex Trading
Illinois
$15K +$7.89K +235 +111%
AIG
35
American International Group
New York
$13.5K -$34 -1 -0.2%
OLVIG
36
Oliver Lagore Vanvalin Investment Group
Michigan
$11.8K +$8.4K +250 +250%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$11.4K +$134 +4 +1%
TRCT
38
Tower Research Capital (TRC)
New York
$9K +$8.97K +278 +27,800%
CL
39
CSS LLC
Illinois
$8.45K – – –
Barclays
40
Barclays
United Kingdom
$8K +$5.49K +157 +218%
UBS Group
41
UBS Group
Switzerland
$7.07K -$572 -17 -7%
SPIA
42
Steward Partners Investment Advisory
New York
$6.64K -$67 -2 -1%
SO
43
STRS Ohio
Ohio
$6K – – –
AB
44
Amalgamated Bank
New York
$6K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$6K +$1.68K +54 +39%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5K +$4.19K +129 +516%
BAM
47
Belpointe Asset Management
Nevada
$3.36K +$3.36K +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 +$1.67K +50 +147%
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