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MarketWise
MKTW

58 hedge funds and large institutions have $253M invested in MarketWise in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more funds holding

Funds holding: 27 → 58 (+31)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

63% more capital invested

Capital invested by funds: $155M → $253M (+$97.6M)

1% more ownership

Funds ownership: 1.99% → 2.99% (+1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
58
Holders Change
+31
Holders Change %
+114.81%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
10
Reduced
6
Closed
–
Calls
$8.63M
Puts
–
Net Calls
+$8.63M
Net Calls Change
+$8.63M

Top Buyers

Rank Fund Capital Flow
1
AC
Aristeia Capital
Connecticut
+$18.8M
2
Millennium Management
Millennium Management
New York
+$10M
3
OP
Omni Partners
United Kingdom
+$6.91M
4
WCMNY
Westchester Capital Management (New York)
New York
+$6.91M
5
UOC
UBS O'Connor
Illinois
+$6.8M

Top Sellers

Rank Fund Capital Flow
1
TAL
TIG Advisors LLC
New York
-$4.06M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4M
3
OCAM
Owl Creek Asset Management
New York
-$3.58M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.98M
5
Walleye Capital
Walleye Capital
New York
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
Woodline Partners
California
$41.1M – – –
AC
2
Aristeia Capital
Connecticut
$20.8M +$18.8M +94,355 +1,304%
Millennium Management
3
Millennium Management
New York
$19M +$10M +50,555 +120%
CCA
4
Castle Creek Arbitrage
Colorado
$18.2M +$248K +1,250 +1%
RIA
5
RP Investment Advisors
Ontario, Canada
$17.3M +$2.36M +11,873 +16%
LCM
6
LH Capital Markets
New York
$10.3M +$3.48M +17,500 +54%
TAL
7
TIG Advisors LLC
New York
$9.87M -$4.06M -20,449 -30%
SRCM
8
Sage Rock Capital Management
New York
$7.45M – – –
TCA
9
Taconic Capital Advisors
New York
$7.24M – – –
WCMNY
10
Westchester Capital Management (New York)
New York
$7.13M +$6.91M +34,769 New
OP
11
Omni Partners
United Kingdom
$7.13M +$6.91M +34,770 New
UOC
12
UBS O'Connor
Illinois
$7.02M +$6.8M +34,219 New
PC
13
Periscope Capital
Ontario, Canada
$6.68M +$6.47M +32,560 New
RCM
14
Radcliffe Capital Management
Pennsylvania
$6.38M +$219K +1,100 +4%
RCM
15
Ratan Capital Management
Florida
$6.16M +$5.96M +30,000 New
FTCM
16
Fir Tree Capital Management
New York
$5.64M – – –
HIM
17
HGC Investment Management
Ontario, Canada
$5.34M – – –
PSAMP
18
P. Schoenfeld Asset Management (PSAM)
New York
$5.13M +$4.97M +25,000 New
Marshall Wace
19
Marshall Wace
United Kingdom
$4.12M +$3.99M +20,065 New
HI
20
HBK Investments
Texas
$4.1M – – –
TCM
21
Tenor Capital Management
New York
$4.1M – – –
CCM
22
Context Capital Management
California
$4.1M +$3.97M +20,000 New
PMAM
23
Picton Mahoney Asset Management
Ontario, Canada
$3.59M +$3.48M +17,500 New
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$3.06M -$4M -20,114 -57%
BCM
25
Beryl Capital Management
California
$2.13M +$1.39M +6,991 +206%
1
2 3

MKTW Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2020, worth a combined $253M — up 63% from $155M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MKTW positions and 0 closed out — a net gain of 31 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Aristeia Capital, adding an estimated $18.8M. The largest seller was TIG Advisors LLC, cutting an estimated $4.06M.

  • 58 institutional investors held MarketWise (MKTW) as of Q4 2020, up from 27 in Q3 2020.
  • Funds reported $253M of MarketWise stock for Q4 2020, up 63% quarter-over-quarter.
  • 31 funds opened new MarketWise positions in Q4 2020 and 0 closed out, a net change of +31 holders.
  • The largest MarketWise buyer in Q4 2020 was Aristeia Capital, an estimated $18.8M added.
  • The largest MarketWise seller in Q4 2020 was TIG Advisors LLC, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2020.