MarketWise
MKTW
63 hedge funds and large institutions have $28.1M invested in MarketWise in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
17% more funds holding
Funds holding: 54 → 63 (+9)
4.63% more ownership
Funds ownership: 39.54% → 44.17% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
27% less capital invested
Capital invested by funds: $38.4M → $28.1M (-$10.3M)
90% less call options, than puts
Call options by funds: $263K | Put options by funds: $2.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$5.47M |
| 2 |
RA
Royce & Associates
New York
|
+$2.95M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$893K |
| 4 |
Millennium Management
New York
|
+$713K |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$5.23M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.92M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.03M |
| 4 |
PM
Phraction Management
Colchester,
Connecticut
|
-$413K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$171K |
MKTW Hedge Fund Activity: Q3 2022 in Review
63 of the 5,829 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q3 2022, worth a combined $28.1M — down 27% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MKTW positions and 11 closed out — a net gain of 9 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Greenhaven Road Investment Management, adding an estimated $5.47M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $5.23M sold.
- 63 institutional investors held MarketWise (MKTW) as of Q3 2022, up from 54 in Q2 2022.
- Funds reported $28.1M of MarketWise stock for Q3 2022, down 27% quarter-over-quarter.
- 20 funds opened new MarketWise positions in Q3 2022 and 11 closed out, a net change of +9 holders.
- The largest MarketWise buyer in Q3 2022 was Greenhaven Road Investment Management, an estimated $5.47M added.
- The largest MarketWise seller in Q3 2022 was Schonfeld Strategic Advisors, an estimated $5.23M sold.
Based on aggregated 13F filings for Q3 2022.