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MarketWise

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: 5879 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1
Magnetar Financial
Illinois
$34.9M +$36.5M +176,199 New
WP
2
Woodline Partners
California
$24.7M -$15.7M -75,777 -38%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24M +$25M +120,422 New
CCA
4
Castle Creek Arbitrage
Colorado
$17.6M -$8.91K -43 -0%
WAM
5
Weiss Asset Management
Massachusetts
$17.1M +$17.3M +83,696 +3,348%
Citadel Advisors
6
Citadel Advisors
Florida
$12.4M +$13M +62,500 New
HCM
7
Highbridge Capital Management
New York
$12.1M +$12.7M +61,309 New
DKCM
8
Davidson Kempner Capital Management
New York
$10.6M +$11.1M +53,650 New
SCM
9
Shaolin Capital Management
Florida
$10.4M +$10.9M +52,500 New
TAL
10
TIG Advisors LLC
New York
$10.3M +$831K +4,010 +8%
GCL
11
Glazer Capital LLC
New York
$10.3M +$10.8M +51,928 New
WCMNY
12
Westchester Capital Management (New York)
New York
$9.77M +$3.02M +14,582 +42%
Millennium Management
13
Millennium Management
New York
$9.55M -$9.19M -44,328 -48%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$9.29M +$9.73M +46,961 New
OP
15
Omni Partners
United Kingdom
$8.82M +$2.03M +9,781 +28%
AC
16
Aristeia Capital
Connecticut
$7.42M -$13.3M -64,092 -63%
TCA
17
Taconic Capital Advisors
New York
$7.18M +$202K +975 +3%
PC
18
Periscope Capital
Ontario, Canada
$6.93M +$506K +2,440 +7%
RCM
19
Radcliffe Capital Management
Pennsylvania
$6.16M
Bank of America
20
Bank of America
North Carolina
$6.04M +$6.32M +30,500 New
Marshall Wace
21
Marshall Wace
United Kingdom
$5.99M +$2.11M +10,193 +51%
RCM
22
Ratan Capital Management
Florida
$5.94M
FTCM
23
Fir Tree Capital Management
New York
$5.45M
CCM
24
Context Capital Management
California
$4.95M +$1.04M +5,007 +25%
CM
25
Cohanzick Management
New York
$4.84M +$5.06M +24,431 New

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.