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MarketWise

56 hedge funds and large institutions have $26M invested in MarketWise in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

34% more capital invested

Capital invested by funds: $19.5M → $26M (+$6.52M)

6% more funds holding

Funds holding: 5356 (+3)

0.23% more ownership

Funds ownership: 1.63%1.86% (+0.23%)

70% less call options, than puts

Call options by funds: $24K | Put options by funds: $81K

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
10
Closed
3
Calls
$24K
Puts
$81K
Net Calls
-$57K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
GRIM
1
Greenhaven Road Investment Management
Connecticut
$9.1M +$381K +9,726 +4%
BlackRock
2
BlackRock
New York
$3.36M +$1.63M +41,690 +99%
RA
3
Royce & Associates
New York
$2.42M
CC
4
Cannell Capital
Wyoming
$2.28M +$2.24M +57,113 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.57M +$111K +2,840 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.11M +$431K +11,004 +66%
State Street
7
State Street
Massachusetts
$992K +$360K +9,190 +59%
FAM
8
Formidable Asset Management
Ohio
$950K +$13.7K +350 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$845K +$96.5K +2,463 +13%
Northern Trust
10
Northern Trust
Illinois
$488K +$209K +5,330 +78%
SIA
11
SkyView Investment Advisors
New Jersey
$398K
Renaissance Technologies
12
Renaissance Technologies
New York
$273K +$25.7K +655 +11%
Morgan Stanley
13
Morgan Stanley
New York
$268K +$21.1K +538 +9%
EAM
14
Eschler Asset Management
United Kingdom
$222K
WCMNY
15
Westchester Capital Management (New York)
New York
$188K
Charles Schwab
16
Charles Schwab
California
$168K +$68.6K +1,750 +71%
DKCM
17
Davidson Kempner Capital Management
New York
$158K
UBS Group
18
UBS Group
Switzerland
$99K +$16K +409 +20%
Citadel Advisors
19
Citadel Advisors
Florida
$93.9K -$44.7K -1,141 -33%
N
20
Nuveen
North Carolina
$85.5K +$36.6K +934 +78%
Deutsche Bank
21
Deutsche Bank
Germany
$78.7K -$23.5K -600 -23%
CCA
22
Castle Creek Arbitrage
Colorado
$76.8K -$35.2K -899 -32%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$71K +$20K +510 +40%
Goldman Sachs
24
Goldman Sachs
New York
$68.2K +$45.4K +1,157 +211%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$67.9K +$63.1K +1,609 +1,828%

MKTW Hedge Fund Activity: Q2 2023 in Review

56 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q2 2023, worth a combined $26M — up 34% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MKTW positions and 3 closed out — a net gain of 5 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Cannell Capital, opening a new position worth an estimated $2.24M. The largest seller was Praetorian PR, exiting entirely with an estimated $681K sold.

  • 56 institutional investors held MarketWise (MKTW) as of Q2 2023, up from 53 in Q1 2023.
  • Funds reported $26M of MarketWise stock for Q2 2023, up 34% quarter-over-quarter.
  • 8 funds opened new MarketWise positions in Q2 2023 and 3 closed out, a net change of +5 holders.
  • The largest MarketWise buyer in Q2 2023 was Cannell Capital, an estimated $2.24M added.
  • The largest MarketWise seller in Q2 2023 was Praetorian PR, an estimated $681K sold.

Based on aggregated 13F filings for Q2 2023.