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MarketWise
MKTW

79 hedge funds and large institutions have $348M invested in MarketWise in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

38% more capital invested

Capital invested by funds: $253M → $348M (+$95.8M)

36% more funds holding

Funds holding: 58 → 79 (+21)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.26% more ownership

Funds ownership: 2.99% → 4.25% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
15
Reduced
13
Closed
23
Calls
$812K
Puts
–
Net Calls
+$812K
Net Calls Change
-$7.82M

Top Buyers

Rank Fund Capital Flow
1
MF
Magnetar Financial
Illinois
+$36.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$25M
3
WAM
Weiss Asset Management
Massachusetts
+$17.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$13M
5
HCM
Highbridge Capital Management
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
RIA
RP Investment Advisors
Ontario, Canada
-$17.3M
2
WP
Woodline Partners
California
-$15.7M
3
AC
Aristeia Capital
Connecticut
-$13.3M
4
LCM
LH Capital Markets
New York
-$10.3M
5
Millennium Management
Millennium Management
New York
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$6K +$6.22K +30 New
TRCT
77
Tower Research Capital (TRC)
New York
$4K +$3.73K +18 New
FIA
78
FNY Investment Advisers
New York
$3K +$4.14K +20 New
AF
79
Allworth Financial
California
$1K +$1.04K +5 New
RIA
80
RP Investment Advisors
Ontario, Canada
– -$17.3M -84,373 Closed
LCM
81
LH Capital Markets
New York
– -$10.3M -50,000 Closed
SRCM
82
Sage Rock Capital Management
New York
– -$7.45M -36,305 Closed
UOC
83
UBS O'Connor
Illinois
– -$7.02M -34,219 Closed
HIM
84
HGC Investment Management
Ontario, Canada
– -$5.34M -26,000 Closed
BCM
85
Beryl Capital Management
California
– -$2.13M -10,383 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.54M -7,500 Closed
Verition Fund Management
87
Verition Fund Management
Connecticut
– -$1.46M -7,096 Closed
Walleye Capital
88
Walleye Capital
New York
– -$1.15K -5,589 Closed
RA
89
Ramius Advisors
New York
– -$828K -4,033 Closed
Walleye Trading
90
Walleye Trading
New York
– -$765K -3,726 Closed
EAM
91
Exos Asset Management
New York
– -$614K -2,990 Closed
BFM
92
Boothbay Fund Management
New York
– -$513K -2,500 Closed
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$513K -2,500 Closed
MSU
94
Mizuho Securities USA
New York
– -$505K -2,500 Closed
CC
95
Centiva Capital
New York
– -$400K -1,950 Closed
JG
96
Jefferies Group
New York
– -$382K -1,860 Closed
UBS Group
97
UBS Group
Switzerland
– -$266K -1,294 Closed
AFS
98
Amtrust Financial Services
New York
– -$257K -1,250 Closed
DIG
99
DeepCurrents Investment Group
New York
– -$190K -926 Closed
MP
100
Mangrove Partners
Connecticut
– -$160K -778 Closed
1 2 3
4
5

MKTW Hedge Fund Activity: Q1 2021 in Review

79 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2021, worth a combined $348M — up 38% from $253M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MKTW positions and 23 closed out — a net gain of 21 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $36.5M. The largest seller was RP Investment Advisors, exiting entirely with an estimated $17.3M sold.

  • 79 institutional investors held MarketWise (MKTW) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $348M of MarketWise stock for Q1 2021, up 38% quarter-over-quarter.
  • 44 funds opened new MarketWise positions in Q1 2021 and 23 closed out, a net change of +21 holders.
  • The largest MarketWise buyer in Q1 2021 was Magnetar Financial, an estimated $36.5M added.
  • The largest MarketWise seller in Q1 2021 was RP Investment Advisors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2021.