MarketWise
MKTW
62 hedge funds and large institutions have $22.9M invested in MarketWise in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
5% more funds holding
Funds holding: 59 → 62 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 1.59% → 1.59% (-0%)
33% less capital invested
Capital invested by funds: $34M → $22.9M (-$11.1M)
41% less call options, than puts
Call options by funds: $208K | Put options by funds: $351K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$607K |
| 2 |
PM
Phraction Management
Colchester,
Connecticut
|
+$530K |
| 3 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$422K |
| 4 |
Renaissance Technologies
New York
|
+$301K |
| 5 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$436K |
| 2 |
Barclays
London,
United Kingdom
|
-$183K |
| 3 |
BlackRock
New York
|
-$163K |
| 4 |
SOW
State of Wyoming
Cheyenne,
Wyoming
|
-$76.6K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$49.8K |
MKTW Hedge Fund Activity: Q1 2024 in Review
62 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2024, worth a combined $22.9M — down 33% from $34M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MKTW positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Formidable Asset Management, adding an estimated $607K. The largest seller was Morgan Stanley, cutting an estimated $436K.
- 62 institutional investors held MarketWise (MKTW) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $22.9M of MarketWise stock for Q1 2024, down 33% quarter-over-quarter.
- 8 funds opened new MarketWise positions in Q1 2024 and 5 closed out, a net change of +3 holders.
- The largest MarketWise buyer in Q1 2024 was Formidable Asset Management, an estimated $607K added.
- The largest MarketWise seller in Q1 2024 was Morgan Stanley, an estimated $436K sold.
Based on aggregated 13F filings for Q1 2024.