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MarketWise
MKTW

59 hedge funds and large institutions have $34M invested in MarketWise in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more capital invested

Capital invested by funds: $12.8M → $34M (+$21.2M)

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

16% more funds holding

Funds holding: 51 → 59 (+8)

0.09% less ownership

Funds ownership: 1.68% → 1.59% (-0.09%)

54% less call options, than puts

Call options by funds: $108K | Put options by funds: $235K

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
23
Reduced
13
Closed
6
Calls
$108K
Puts
$235K
Net Calls
-$127K
Net Calls Change
-$128K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$499K
2
Renaissance Technologies
Renaissance Technologies
New York
+$488K
3
BlackRock
BlackRock
New York
+$451K
4
Barclays
Barclays
United Kingdom
+$339K
5
EAM
Eschler Asset Management
United Kingdom
+$271K

Top Sellers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
-$1.2M
2
FAM
Formidable Asset Management
Ohio
-$640K
3
GRIM
Greenhaven Road Investment Management
Connecticut
-$376K
4
SIA
SkyView Investment Advisors
New Jersey
-$319K
5
DKCM
Davidson Kempner Capital Management
New York
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$9K -$440 -9 -5%
Legal & General Group
52
Legal & General Group
United Kingdom
$8.22K – – –
Simplex Trading
53
Simplex Trading
Illinois
$8K -$1.61K -33 -17%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$6.1K +$1.22K +25 +29%
AIP
55
Ameritas Investment Partners
Nebraska
$3.49K – – –
Russell Investments Group
56
Russell Investments Group
United Kingdom
$2.33K +$782 +16 +59%
Federated Hermes
57
Federated Hermes
Pennsylvania
$767 +$684 +14 New
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$404 – – –
CC
59
Cannell Capital
Wyoming
– -$1.2M -37,354 Closed
SIA
60
SkyView Investment Advisors
New Jersey
– -$319K -9,960 Closed
DKCM
61
Davidson Kempner Capital Management
New York
– -$127K -3,961 Closed
CCA
62
Castle Creek Arbitrage
Colorado
– -$59.4K -1,856 Closed
Allspring Global Investments
63
Allspring Global Investments
North Carolina
– -$54.3K -1,697 Closed
CM
64
Cohanzick Management
New York
– -$16K -500 Closed
CAL
65
Capital Advisors Ltd
Ohio
– +$440 +9 New
1 2
3

MKTW Hedge Fund Activity: Q4 2023 in Review

59 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2023, worth a combined $34M — up 165% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MKTW positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $499K. The largest seller was Cannell Capital, exiting entirely with an estimated $1.2M sold.

  • 59 institutional investors held MarketWise (MKTW) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $34M of MarketWise stock for Q4 2023, up 165% quarter-over-quarter.
  • 14 funds opened new MarketWise positions in Q4 2023 and 6 closed out, a net change of +8 holders.
  • The largest MarketWise buyer in Q4 2023 was Morgan Stanley, an estimated $499K added.
  • The largest MarketWise seller in Q4 2023 was Cannell Capital, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2023.