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MarketWise
MKTW

Overview Fund Activity

56 hedge funds and large institutions have $16M invested in MarketWise in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
28
Reduced
9
Closed
14
Calls
$289K
Puts
$13K
Net Calls
+$276K
Net Calls Change
+$419K

Top Buyers

1
BlackRock
BlackRock
New York
$2.53M
2
Citadel Advisors
Citadel Advisors
Florida
$310K
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.15M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$912K
5
Squarepoint
Squarepoint
New York
$145K

Top Sellers

1
EAM
Eschler Asset Management
United Kingdom
$0
2
PMAM
Penn Mutual Asset Management
Pennsylvania
$0
3
GRIM
Greenhaven Road Investment Management
Connecticut
$4.98M
4
FAM
Formidable Asset Management
Ohio
$763K
5
FA
Fiducient Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$41.9K +$41.9K +1,806 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$37.6K -$33.6K -1,450 -47%
Bank of America
28
Bank of America
North Carolina
$31.1K +$10K +431 +47%
AllianceBernstein
29
AllianceBernstein
Tennessee
$29.8K +$8.28K +357 +38%
Goldman Sachs
30
Goldman Sachs
New York
$28.3K +$12K +517 +73%
VF
31
Virtu Financial
New York
$26K +$13.1K +569 +102%
CF
32
Corebridge Financial
Texas
$24.1K +$24.1K +1,037 New
CAM
33
Cresset Asset Management
Illinois
$23.2K +$10.6K +455 +83%
TSS
34
Two Sigma Securities
New York
$22.6K +$22.6K +975 New
OLVIG
35
Oliver Lagore Vanvalin Investment Group
Michigan
$21.1K +$6.66K +287 +46%
PAM
36
Panagora Asset Management
Massachusetts
$21.1K +$139 +6 +0.7%
DCM
37
Deuterium Capital Management
Florida
$20.9K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$20.8K +$16.8K +723 +413%
Wells Fargo
39
Wells Fargo
California
$18.9K +$5.73K +247 +43%
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$18.9K +$18.9K +814 New
Barclays
41
Barclays
United Kingdom
$16K -$48.7K -2,184 -75%
HIA
42
Harbor Investment Advisory
Maryland
$15.1K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$15K +$47 +2 +0.3%
AQR Capital Management
44
AQR Capital Management
Connecticut
$14.6K +$14.6K +628 New
UBS Group
45
UBS Group
Switzerland
$13.8K -$32.9K -1,419 -70%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$12.6K +$10K +433 +397%
Citigroup
47
Citigroup
New York
$9.99K +$2.99K +129 +43%
SPIA
48
Steward Partners Investment Advisory
New York
$4.59K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$4.35K +$1.37K +59 +46%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$4K +$3.16K +143 +376%
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