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MarketWise

46 hedge funds and large institutions have $89M invested in MarketWise in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

7% more funds holding

Funds holding: 4346 (+3)

0.18% more ownership

Funds ownership: 2.18%2.36% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less capital invested

Capital invested by funds: $100M → $89M (-$11.4M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

78% less call options, than puts

Call options by funds: $75K | Put options by funds: $341K

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
10
Reduced
14
Closed
9
Calls
$75K
Puts
$341K
Net Calls
-$266K
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
GRIM
1
Greenhaven Road Investment Management
Connecticut
$18.9M
SSA
2
Schonfeld Strategic Advisors
New York
$11.1M +$3.22M +22,615 +44%
HCM
3
Highline Capital Management
New York
$10.1M -$2.19M -15,388 -19%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$7.54M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.07M -$3.93M -27,631 -41%
CC
6
Cannell Capital
Wyoming
$5.62M +$5.3M +37,241 New
KCM
7
Kornitzer Capital Management
Kansas
$5.04M
RA
8
Rovida Advisors
Florida
$3.75M
Allianz Asset Management
9
Allianz Asset Management
Germany
$3.41M
DSCM
10
Divisadero Street Capital Management
Florida
$3.29M +$3.1M +21,814 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.83M -$326K -2,289 -11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.73M +$247K +1,734 +18%
RA
13
Royce & Associates
New York
$1.41M +$970K +6,820 +273%
EAM
14
Eschler Asset Management
United Kingdom
$943K +$889K +6,251 New
BlackRock
15
BlackRock
New York
$864K +$458K +3,218 +128%
WCMNY
16
Westchester Capital Management (New York)
New York
$709K
PM
17
Phraction Management
Connecticut
$677K +$639K +4,493 New
HF
18
HRT Financial
New York
$642K +$606K +4,260 New
State Street
19
State Street
Massachusetts
$621K +$491K +3,450 +515%
CM
20
Cohanzick Management
New York
$550K +$356K +2,500 +217%
TI
21
Telemetry Investments
New York
$441K +$416K +2,925 New
FAM
22
Formidable Asset Management
Ohio
$404K -$177K -1,245 -31%
Northern Trust
23
Northern Trust
Illinois
$349K -$23.8K -167 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$306K +$289K +2,030 New
Morgan Stanley
25
Morgan Stanley
New York
$279K +$42.1K +296 +19%

MKTW Hedge Fund Activity: Q4 2021 in Review

46 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2021, worth a combined $89M — down 11% from $100M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MKTW positions and 9 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Cannell Capital, opening a new position worth an estimated $5.3M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $8.98M sold.

  • 46 institutional investors held MarketWise (MKTW) as of Q4 2021, up from 43 in Q3 2021.
  • Funds reported $89M of MarketWise stock for Q4 2021, down 11% quarter-over-quarter.
  • 13 funds opened new MarketWise positions in Q4 2021 and 9 closed out, a net change of +4 holders.
  • The largest MarketWise buyer in Q4 2021 was Cannell Capital, an estimated $5.3M added.
  • The largest MarketWise seller in Q4 2021 was Point72 Asset Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q4 2021.