We are live on ! Find out more
MKTW icon

MarketWise
MKTW

79 hedge funds and large institutions have $348M invested in MarketWise in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

38% more capital invested

Capital invested by funds: $253M → $348M (+$95.8M)

36% more funds holding

Funds holding: 58 → 79 (+21)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.26% more ownership

Funds ownership: 2.99% → 4.25% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
15
Reduced
13
Closed
23
Calls
$812K
Puts
–
Net Calls
+$812K
Net Calls Change
-$7.82M

Top Buyers

Rank Fund Capital Flow
1
MF
Magnetar Financial
Illinois
+$36.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$25M
3
WAM
Weiss Asset Management
Massachusetts
+$17.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$13M
5
HCM
Highbridge Capital Management
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
RIA
RP Investment Advisors
Ontario, Canada
-$17.3M
2
WP
Woodline Partners
California
-$15.7M
3
AC
Aristeia Capital
Connecticut
-$13.3M
4
LCM
LH Capital Markets
New York
-$10.3M
5
Millennium Management
Millennium Management
New York
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
LP
51
LMR Partners
United Kingdom
$653K +$683K +3,296 New
MAM
52
Myriad Asset Management
Hong Kong
$615K -$302K -1,456 -32%
BCM
53
BCK Capital Management
Connecticut
$530K +$554K +2,674 New
BI
54
Bulldog Investors
New Jersey
$495K +$518K +2,500 New
CM
55
Corvex Management
New York
$489K +$512K +2,469 New
SSA
56
Schonfeld Strategic Advisors
New York
$446K +$466K +2,250 New
OCAM
57
Owl Creek Asset Management
New York
$396K – – –
HF
58
HRT Financial
New York
$379K +$397K +1,915 New
AC
59
Athanor Capital
New York
$365K +$382K +1,842 New
OAC
60
OMERS Administration Corp
Ontario, Canada
$297K +$311K +1,500 New
MS
61
Maven Securities
Jersey
$247K +$89.1K +430 +52%
Nomura Holdings
62
Nomura Holdings
Japan
$247K +$259K +1,250 New
EIP
63
Easterly Investment Partners
Massachusetts
$198K – – –
EA
64
Ellsworth Advisors
Ohio
$166K +$174K +838 New
PCM
65
Penserra Capital Management
California
$162K +$170K +819 New
CL
66
CSS LLC
Illinois
$139K -$40K -193 -22%
TCM
67
Tuttle Capital Management
Connecticut
$134K +$140K +674 New
VCM
68
Vivaldi Capital Management
Illinois
$117K +$123K +593 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$109K +$114K +550 New
DTL
70
Dynamic Technology Lab
Singapore
$100K -$103K -497 -50%
C
71
Certuity
Florida
$99K – – –
BMCM
72
Black Maple Capital Management
Wisconsin
$99K +$104K +500 New
YCM
73
Yakira Capital Management
Connecticut
$99K +$104K +500 New
Morgan Stanley
74
Morgan Stanley
New York
$16K +$16.6K +80 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$9K +$9.74K +47 New
1 2
3
4 5

MKTW Hedge Fund Activity: Q1 2021 in Review

79 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2021, worth a combined $348M — up 38% from $253M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MKTW positions and 23 closed out — a net gain of 21 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $36.5M. The largest seller was RP Investment Advisors, exiting entirely with an estimated $17.3M sold.

  • 79 institutional investors held MarketWise (MKTW) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $348M of MarketWise stock for Q1 2021, up 38% quarter-over-quarter.
  • 44 funds opened new MarketWise positions in Q1 2021 and 23 closed out, a net change of +21 holders.
  • The largest MarketWise buyer in Q1 2021 was Magnetar Financial, an estimated $36.5M added.
  • The largest MarketWise seller in Q1 2021 was RP Investment Advisors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2021.