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MarketWise

54 hedge funds and large institutions have $18.1M invested in MarketWise in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.62% less ownership

Funds ownership: 2.21%1.59% (-0.62%)

14% less funds holding

Funds holding: 6354 (-9)

28% less call options, than puts

Call options by funds: $28K | Put options by funds: $39K

36% less capital invested

Capital invested by funds: $28.1M → $18.1M (-$10M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
13
Closed
14
Calls
$28K
Puts
$39K
Net Calls
-$11K
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GRIM
1
Greenhaven Road Investment Management
Connecticut
$7.32M
RA
2
Royce & Associates
New York
$2.04M
BlackRock
3
BlackRock
New York
$1.47M +$125K +2,864 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.22M +$6.31K +145 +0.4%
PCM
5
Praetorian Capital Management
Florida
$858K +$1.11M +25,542 New
FAM
6
Formidable Asset Management
Ohio
$656K -$38.1K -875 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$635K +$15.8K +364 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$555K -$26K -597 -3%
State Street
9
State Street
Massachusetts
$519K +$31.9K +733 +5%
SIA
10
SkyView Investment Advisors
New Jersey
$335K
Morgan Stanley
11
Morgan Stanley
New York
$269K -$17.1K -393 -5%
Northern Trust
12
Northern Trust
Illinois
$232K -$44.2K -1,017 -13%
Citadel Advisors
13
Citadel Advisors
Florida
$220K +$285K +6,547 New
Renaissance Technologies
14
Renaissance Technologies
New York
$197K +$18.3K +420 +8%
EAM
15
Eschler Asset Management
United Kingdom
$186K
RA
16
Rovida Advisors
Florida
$178K -$822K -18,895 -78%
WCMNY
17
Westchester Capital Management (New York)
New York
$158K
CCA
18
Castle Creek Arbitrage
Colorado
$141K
DKCM
19
Davidson Kempner Capital Management
New York
$133K
TCA
20
Taconic Capital Advisors
New York
$104K
Charles Schwab
21
Charles Schwab
California
$82.5K
Deutsche Bank
22
Deutsche Bank
Germany
$82K +$51.1K +1,175 +93%
Invesco
23
Invesco
Georgia
$74.8K +$69.5K +1,599 +255%
Jane Street
24
Jane Street
New York
$48.4K +$30.8K +708 +97%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$43K -$2.22K -51 -4%

MKTW Hedge Fund Activity: Q4 2022 in Review

54 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2022, worth a combined $18.1M — down 36% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MKTW and 5 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $285K. The largest seller was Rovida Advisors, cutting an estimated $822K.

  • 54 institutional investors held MarketWise (MKTW) as of Q4 2022, down from 63 in Q3 2022.
  • Funds reported $18.1M of MarketWise stock for Q4 2022, down 36% quarter-over-quarter.
  • 5 funds opened new MarketWise positions in Q4 2022 and 14 closed out, a net change of -9 holders.
  • The largest MarketWise buyer in Q4 2022 was Citadel Advisors, an estimated $285K added.
  • The largest MarketWise seller in Q4 2022 was Rovida Advisors, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2022.