MarketWise
MKTW
53 hedge funds and large institutions have $49.3M invested in MarketWise in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
15% more funds holding
Funds holding: 46 → 53 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.51% less ownership
Funds ownership: 2.36% → 1.85% (-0.51%)
45% less capital invested
Capital invested by funds: $89M → $49.3M (-$39.7M)
57% less call options, than puts
Call options by funds: $132K | Put options by funds: $307K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.85M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$1.89M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$498K |
| 4 |
CC
Corton Capital
Carrying Place,
Ontario, Canada
|
+$446K |
| 5 |
Renaissance Technologies
New York
|
+$420K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
-$5.62M |
| 2 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$5.04M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$4.85M |
| 4 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
-$3.29M |
| 5 |
HCM
Highline Capital Management
New York
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
53
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.09K | +10 | New |
|
|
CC
54
Cannell Capital
Alta,
Wyoming
| – | -$5.62M | -37,241 | Closed |
|
|
KCM
55
Kornitzer Capital Management
Shawnee Mission,
Kansas
| – | -$5.04M | -33,412 | Closed |
|
|
DSCM
56
Divisadero Street Capital Management
Miami,
Florida
| – | -$3.29M | -21,814 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$128K | -1,171 | Closed |
|
58
Marshall Wace
London,
United Kingdom
| – | -$36K | -241 | Closed |
|
MKTW Hedge Fund Activity: Q1 2022 in Review
53 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2022, worth a combined $49.3M — down 45% from $89M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MKTW positions and 5 closed out — a net gain of 7 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.85M. The largest seller was Cannell Capital, exiting entirely with an estimated $5.62M sold.
- 53 institutional investors held MarketWise (MKTW) as of Q1 2022, up from 46 in Q4 2021.
- Funds reported $49.3M of MarketWise stock for Q1 2022, down 45% quarter-over-quarter.
- 12 funds opened new MarketWise positions in Q1 2022 and 5 closed out, a net change of +7 holders.
- The largest MarketWise buyer in Q1 2022 was Vanguard Group, an estimated $3.85M added.
- The largest MarketWise seller in Q1 2022 was Cannell Capital, an estimated $5.62M sold.
Based on aggregated 13F filings for Q1 2022.