MarketWise
MKTW
54 hedge funds and large institutions have $38.4M invested in MarketWise in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 14 closing their positions.
187% more call options, than puts
Call options by funds: $523K | Put options by funds: $182K
2.59% more ownership
Funds ownership: 36.95% → 39.54% (+2.6%)
2% more funds holding
Funds holding: 53 → 54 (+1)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less capital invested
Capital invested by funds: $49.3M → $38.4M (-$10.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.21M |
| 2 |
State Street
Boston,
Massachusetts
|
+$640K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$564K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$388K |
| 5 |
Morgan Stanley
New York
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.02M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$473K |
| 3 |
D.E. Shaw & Co
New York
|
-$356K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$300K |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$279K |
MKTW Hedge Fund Activity: Q2 2022 in Review
54 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q2 2022, worth a combined $38.4M — down 22% from $49.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MKTW positions and 14 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.
The largest buyer was BlackRock, adding an estimated $2.21M. The largest seller was Formidable Asset Management, cutting an estimated $1.02M.
- 54 institutional investors held MarketWise (MKTW) as of Q2 2022, up from 53 in Q1 2022.
- Funds reported $38.4M of MarketWise stock for Q2 2022, down 22% quarter-over-quarter.
- 15 funds opened new MarketWise positions in Q2 2022 and 14 closed out, a net change of +1 holder.
- The largest MarketWise buyer in Q2 2022 was BlackRock, an estimated $2.21M added.
- The largest MarketWise seller in Q2 2022 was Formidable Asset Management, an estimated $1.02M sold.
Based on aggregated 13F filings for Q2 2022.