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MarketWise

59 hedge funds and large institutions have $34M invested in MarketWise in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
23
Reduced
13
Closed
6
Calls
$108K
Puts
$235K
Net Calls
-$127K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$81.6K +$25.5K +467 +45%
OQS
27
Occudo Quantitative Strategies
Florida
$78.3K +$78.3K +1,433 New
SOW
28
State of Wyoming
Wyoming
$76.6K +$76.6K +1,402 New
HBCM
29
Heron Bay Capital Management
Michigan
$65.5K +$65.5K +1,199 New
SG Americas Securities
30
SG Americas Securities
New York
$51K +$11.9K +215 +30%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$49.8K -$3.13K -52 -6%
DCM
32
Deuterium Capital Management
Florida
$49.4K +$488 +9 +1%
QC
33
Quadrature Capital
United Kingdom
$45.6K +$45.6K +831 New
AllianceBernstein
34
AllianceBernstein
Tennessee
$44.7K +$8.13K +149 +22%
Goldman Sachs
35
Goldman Sachs
New York
$44K -$6.55K -120 -13%
AIG
36
American International Group
New York
$43.8K -$218 -4 -0.5%
HIA
37
Harbor Investment Advisory
Maryland
$35.5K +$35.5K +650 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$35K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$32.1K +$32.1K +588 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$32K +$16.5K +300 +107%
Marshall Wace
41
Marshall Wace
United Kingdom
$31.1K +$31.1K +570 New
Group One Trading
42
Group One Trading
Illinois
$30.4K +$28K +513 +1,193%
CAM
43
Cresset Asset Management
Illinois
$29.8K +$29.8K +545 New
Mariner
44
Mariner
Kansas
$27.6K +$27.6K +506 New
Wells Fargo
45
Wells Fargo
California
$27K +$5.35K +98 +25%
OLVIG
46
Oliver Lagore Vanvalin Investment Group
Michigan
$25.7K +$1.15K +21 +5%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$14.5K -$4.98K -91 -26%
Citigroup
48
Citigroup
New York
$13K +$13K +238 +23,800%
SPIA
49
Steward Partners Investment Advisory
New York
$10.8K
TRCT
50
Tower Research Capital (TRC)
New York
$10.3K -$7.12K -130 -41%