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MarketWise
MKTW

Overview Fund Activity

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
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
12
Reduced
18
Closed
8
Calls
$13K
Puts
$59K
Net Calls
-$46K
Net Calls Change
-$35K

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$205K
2
FAM
Formidable Asset Management
Ohio
$750K
3
UBS Group
UBS Group
Switzerland
$76.5K
4
DCM
Deuterium Capital Management
Florida
$33.3K
5
Goldman Sachs
Goldman Sachs
New York
$20.3K

Top Sellers

1
PCM
Praetorian Capital Management
Florida
$681K
2
RA
Rovida Advisors
Florida
$0
3
Citadel Advisors
Citadel Advisors
Florida
$129K
4
Morgan Stanley
Morgan Stanley
New York
$228K
5
Invesco
Invesco
Georgia
$22.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRIM
1
Greenhaven Road Investment Management
Connecticut
$7.32M – – –
RA
2
Royce & Associates
New York
$2.24M – – –
BlackRock
3
BlackRock
New York
$1.56M -$52.5K -1,420 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.35M +$5.11K +138 +0.4%
FAM
5
Formidable Asset Management
Ohio
$750K +$118K +3,679 +19%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$690K -$8.88K -240 -1%
PCM
7
Praetorian Capital Management
Florida
$681K -$265K -7,149 -28%
PP
8
Praetorian PR
Puerto Rico
$681K +$681K +18,393 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$620K +$7.77K +210 +1%
State Street
10
State Street
Massachusetts
$574K +$2.78K +75 +0.5%
SIA
11
SkyView Investment Advisors
New Jersey
$369K – – –
Northern Trust
12
Northern Trust
Illinois
$254K -$1.33K -36 -0.5%
Morgan Stanley
13
Morgan Stanley
New York
$228K -$67.7K -1,829 -23%
Renaissance Technologies
14
Renaissance Technologies
New York
$228K +$11.1K +300 +5%
EAM
15
Eschler Asset Management
United Kingdom
$205K – – –
Allianz Asset Management
16
Allianz Asset Management
Germany
$205K +$205K +7,500 New
WCMNY
17
Westchester Capital Management (New York)
New York
$174K – – –
DKCM
18
Davidson Kempner Capital Management
New York
$143K – – –
DKP
19
Davidson Kempner Partners
New York
$143K +$143K +3,961 New
Citadel Advisors
20
Citadel Advisors
Florida
$129K -$113K -3,058 -47%
TCA
21
Taconic Capital Advisors
New York
$114K – – –
CCA
22
Castle Creek Arbitrage
Colorado
$104K -$51.1K -1,380 -33%
Deutsche Bank
23
Deutsche Bank
Germany
$95K +$4.7K +127 +5%
Charles Schwab
24
Charles Schwab
California
$90.9K – – –
UBS Group
25
UBS Group
Switzerland
$76.5K +$68.7K +1,857 +884%
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