MarketWise
MKTW
53 hedge funds and large institutions have $19.5M invested in MarketWise in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 8 closing their positions.
8% more capital invested
Capital invested by funds: $18.1M → $19.5M (+$1.41M)
0.04% more ownership
Funds ownership: 1.59% → 1.63% (+0.04%)
2% less funds holding
Funds holding: 54 → 53 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
78% less call options, than puts
Call options by funds: $13K | Put options by funds: $59K
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$301K |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$148K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$74.6K |
| 4 |
DCM
Deuterium Capital Management
Clearwater,
Florida
|
+$36.2K |
| 5 |
Goldman Sachs
New York
|
+$22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Praetorian Capital Management
Coral Gables,
Florida
|
-$287K |
| 2 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
|
-$178K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$123K |
| 4 |
Morgan Stanley
New York
|
-$73.5K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$64.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $2.64K | – | – | – |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.36K | – | – | – |
|
53
Citigroup
New York
| $2 | -$241 | -6 | Closed |
|
|
RA
54
Rovida Advisors
Fort Lauderdale,
Florida
| – | -$178K | -5,291 | Closed |
|
|
PFM
55
Privium Fund Management
Amsterdam,
Netherlands
| – | -$17K | -504 | Closed |
|
|
CL
56
CSS LLC
Chicago,
Illinois
| – | -$8.45K | -252 | Closed |
|
|
SO
57
STRS Ohio
Columbus,
Ohio
| – | -$6K | -200 | Closed |
|
58
Osaic Holdings
Scottsdale,
Arizona
| – | -$6K | -193 | Closed |
|
|
BAM
59
Belpointe Asset Management
Reno,
Nevada
| – | -$3.36K | -100 | Closed |
|
|
RA
60
RiverPark Advisors
New York
| – | -$2.99K | -89 | Closed |
|
|
CS
61
Credit Suisse
Zurich,
Switzerland
| – | -$2 | – | – |
|
MKTW Hedge Fund Activity: Q1 2023 in Review
53 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2023, worth a combined $19.5M — up 7.8% from $18.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MKTW and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 12 added.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $301K. The largest seller was Praetorian Capital Management, cutting an estimated $287K.
- 53 institutional investors held MarketWise (MKTW) as of Q1 2023, down from 54 in Q4 2022.
- Funds reported $19.5M of MarketWise stock for Q1 2023, up 7.8% quarter-over-quarter.
- 7 funds opened new MarketWise positions in Q1 2023 and 8 closed out, a net change of -1 holder.
- The largest MarketWise buyer in Q1 2023 was Allianz Asset Management, an estimated $301K added.
- The largest MarketWise seller in Q1 2023 was Praetorian Capital Management, an estimated $287K sold.
Based on aggregated 13F filings for Q1 2023.