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MarketWise

56 hedge funds and large institutions have $26M invested in MarketWise in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

34% more capital invested

Capital invested by funds: $19.5M → $26M (+$6.52M)

6% more funds holding

Funds holding: 5356 (+3)

0.23% more ownership

Funds ownership: 1.63%1.86% (+0.23%)

70% less call options, than puts

Call options by funds: $24K | Put options by funds: $81K

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
10
Closed
3
Calls
$24K
Puts
$81K
Net Calls
-$57K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$53.6K +$27K +688 +106%
DCM
27
Deuterium Capital Management
Florida
$36K
Jane Street
28
Jane Street
New York
$35.4K +$4.78K +122 +16%
RJA
29
Raymond James & Associates
Florida
$34K
AIG
30
American International Group
New York
$30.5K +$13.8K +352 +86%
AllianceBernstein
31
AllianceBernstein
Tennessee
$28.9K +$4.19K +107 +17%
VF
32
Virtu Financial
New York
$28K +$27.9K +712 New
Wolverine Trading
33
Wolverine Trading
Illinois
$26.1K +$25.7K +655 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$25.2K -$118 -3 -0.5%
AGM
35
Alpine Global Management
New York
$24.8K +$24.3K +620 New
Wells Fargo
36
Wells Fargo
California
$24K +$17.4K +445 +285%
Millennium Management
37
Millennium Management
New York
$24K +$23.5K +599 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$21.1K +$8.27K +211 +67%
Invesco
39
Invesco
Georgia
$20.4K -$4.08K -104 -17%
CM
40
Cohanzick Management
New York
$20K
Citigroup
41
Citigroup
New York
$18.9K +$18.5K +472 New
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$5.88K +150 +50%
Bank of America
43
Bank of America
North Carolina
$16.3K +$39 +1 +0.2%
Barclays
44
Barclays
United Kingdom
$15.8K -$1.8K -46 -10%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$10.1K +$9.92K +253 New
TRCT
46
Tower Research Capital (TRC)
New York
$10K -$1.29K -33 -12%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$10K +$6.74K +172 +218%
SPIA
48
Steward Partners Investment Advisory
New York
$7.91K
Simplex Trading
49
Simplex Trading
Illinois
$6K -$9.17K -234 -60%
Legal & General Group
50
Legal & General Group
United Kingdom
$5.99K +$3.06K +78 +108%

MKTW Hedge Fund Activity: Q2 2023 in Review

56 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q2 2023, worth a combined $26M — up 34% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MKTW positions and 3 closed out — a net gain of 5 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Cannell Capital, opening a new position worth an estimated $2.24M. The largest seller was Praetorian PR, exiting entirely with an estimated $681K sold.

  • 56 institutional investors held MarketWise (MKTW) as of Q2 2023, up from 53 in Q1 2023.
  • Funds reported $26M of MarketWise stock for Q2 2023, up 34% quarter-over-quarter.
  • 8 funds opened new MarketWise positions in Q2 2023 and 3 closed out, a net change of +5 holders.
  • The largest MarketWise buyer in Q2 2023 was Cannell Capital, an estimated $2.24M added.
  • The largest MarketWise seller in Q2 2023 was Praetorian PR, an estimated $681K sold.

Based on aggregated 13F filings for Q2 2023.