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MarketWise

53 hedge funds and large institutions have $19.5M invested in MarketWise in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

78% less call options, than puts

Call options by funds: $13K | Put options by funds: $59K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
53
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13K
Puts
$59K
Net Calls
Net Calls Change

Top Buyers

1 +$205K
2 +$118K
3 +$68.7K
4
DCM
Deuterium Capital Management
Florida
+$33.3K
5
Goldman Sachs
Goldman Sachs
New York
+$20.3K

Top Sellers

1 -$265K
2 -$178K
3 -$113K
4
Morgan Stanley
Morgan Stanley
New York
-$67.7K
5
Invesco
Invesco
Georgia
-$59.7K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$7.32M
2
$2.24M
3
$1.56M
4
$1.35M
5
$750K
6
$690K
7
$681K
8
$681K
9
$620K
10
$574K
11
$369K
12
$254K
13
$228K
14
$228K
15
$205K
16
$205K
17
$174K
18
$143K
19
$143K
20
$129K
21
$114K
22
$104K
23
$95K
24
$90.9K
25
$76.5K