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MarketWise
MKTW

43 hedge funds and large institutions have $100M invested in MarketWise in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

1.92% less ownership

Funds ownership: 4.1% → 2.18% (-1.9%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

39% less funds holding

Funds holding: 70 → 43 (-27)

52% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 52

67% less capital invested

Capital invested by funds: $302M → $100M (-$201M)

Holders
43
Holders Change
-27
Holders Change %
-38.57%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
7
Reduced
11
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GRIM
Greenhaven Road Investment Management
Connecticut
+$24.3M
2
HCM
Highline Capital Management
New York
+$16M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$10.1M
5
SSA
Schonfeld Strategic Advisors
New York
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
MF
Magnetar Financial
Illinois
-$34.1M
2
HCM
Highbridge Capital Management
New York
-$27.5M
3
WP
Woodline Partners
California
-$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$23.5M
5
CCA
Castle Creek Arbitrage
Colorado
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
51
Davidson Kempner Capital Management
New York
– -$10.7M -53,650 Closed
HSBC Holdings
52
HSBC Holdings
United Kingdom
– -$9.35M -46,961 Closed
TAL
53
TIG Advisors LLC
New York
– -$9.06M -45,509 Closed
TCA
54
Taconic Capital Advisors
New York
– -$7.21M -36,250 Closed
HI
55
HBK Investments
Texas
– -$6.96M -35,000 Closed
PC
56
Periscope Capital
Ontario, Canada
– -$6.26M -31,437 Closed
RCM
57
Radcliffe Capital Management
Pennsylvania
– -$6.19M -31,097 Closed
BCM
58
Beryl Capital Management
California
– -$5.5M -27,655 Closed
VCM
59
Vector Capital Management
California
– -$4.97M -25,000 Closed
TCM
60
Tenor Capital Management
New York
– -$4.48M -22,500 Closed
FTCM
61
Fir Tree Capital Management
New York
– -$4.28M -21,489 Closed
CCM
62
Context Capital Management
California
– -$3.87M -19,445 Closed
Goldman Sachs
63
Goldman Sachs
New York
– -$3.58M -17,996 Closed
PSAMP
64
P. Schoenfeld Asset Management (PSAM)
New York
– -$3.37M -16,956 Closed
ACM
65
Atalaya Capital Management
New York
– -$2.98M -15,000 Closed
MCP
66
Maso Capital Partners
Hong Kong
– -$2.98M -15,000 Closed
Capstone Investment Advisors
67
Capstone Investment Advisors
New York
– -$2.67M -13,435 Closed
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
– -$2.49M -12,500 Closed
BCM
69
BlueCrest Capital Management
Jersey
– -$1.99M -10,000 Closed
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
– -$1.88M -9,469 Closed
AA
71
AQR Arbitrage
Connecticut
– -$1.88M -9,447 Closed
GCL
72
Glazer Capital LLC
New York
– -$1.63M -8,164 Closed
WRBC
73
W.R. Berkley Corp
Connecticut
– -$1.59M -7,998 Closed
BSCM
74
Berry Street Capital Management
United Kingdom
– -$1.49M -7,500 Closed
DCM
75
Dupont Capital Management
Delaware
– -$1.46M -7,500 Closed
1 2
3
4

MKTW Hedge Fund Activity: Q3 2021 in Review

43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q3 2021, worth a combined $100M — down 67% from $302M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MKTW and 25 opened new positions — a net loss of 27 holders — while 11 trimmed existing stakes and 7 added.

The largest buyer was Greenhaven Road Investment Management, opening a new position worth an estimated $24.3M. The largest seller was Magnetar Financial, cutting an estimated $34.1M.

  • 43 institutional investors held MarketWise (MKTW) as of Q3 2021, down from 70 in Q2 2021.
  • Funds reported $100M of MarketWise stock for Q3 2021, down 67% quarter-over-quarter.
  • 25 funds opened new MarketWise positions in Q3 2021 and 52 closed out, a net change of -27 holders.
  • The largest MarketWise buyer in Q3 2021 was Greenhaven Road Investment Management, an estimated $24.3M added.
  • The largest MarketWise seller in Q3 2021 was Magnetar Financial, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2021.