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MarketWise
MKTW

Overview Fund Activity

63 hedge funds and large institutions have $28.1M invested in MarketWise in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
21
Reduced
11
Closed
11
Calls
$263K
Puts
$2.75M
Net Calls
-$2.49M
Net Calls Change
-$2.83M

Top Buyers

1
GRIM
Greenhaven Road Investment Management
Connecticut
$9.93M
2
RA
Royce & Associates
New York
$2.76M
3
FAM
Formidable Asset Management
Ohio
$967K
4
Millennium Management
Millennium Management
New York
$551K
5
SIA
SkyView Investment Advisors
New Jersey
$454K

Top Sellers

1
SSA
Schonfeld Strategic Advisors
New York
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.65M
3
Allianz Asset Management
Allianz Asset Management
Germany
$258K
4
PM
Phraction Management
Connecticut
$0
5
DU
Delphia (USA)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$7K +$1.01K +20 +17%
DCM
52
Dupont Capital Management
Delaware
$7K +$7K +163 New
OLVIG
53
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +100 New
RA
54
RiverPark Advisors
New York
$4K – – –
Barclays
55
Barclays
United Kingdom
$4K +$1.61K +29 +67%
Legal & General Group
56
Legal & General Group
United Kingdom
$3K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$2K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2K +$1.82K +31 +1,033%
Citigroup
59
Citigroup
New York
$1K -$3K -39 -75%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1K +$800 +20 +400%
SSA
61
Schonfeld Strategic Advisors
New York
– -$5.23M -72,650 Closed
PM
62
Phraction Management
Connecticut
– -$413K -5,743 Closed
DU
63
Delphia (USA)
Ontario, Canada
– -$156K -2,164 Closed
CC
64
Corton Capital
Ontario, Canada
– -$150K -2,088 Closed
Victory Capital Management
65
Victory Capital Management
Texas
– -$128K -1,785 Closed
PAMP
66
Polar Asset Management Partners
Ontario, Canada
– -$109K -1,509 Closed
HF
67
HRT Financial
New York
– -$61K -853 Closed
CIBC Asset Management
68
CIBC Asset Management
Ontario, Canada
– -$44K -613 Closed
WAM
69
Wolverine Asset Management
Illinois
– -$43K -602 Closed
PCM
70
Penserra Capital Management
California
– -$15K -214 Closed
BIA
71
Bell Investment Advisors
California
– -$1K -8 Closed
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