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MarketWise
MKTW

Overview Fund Activity

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
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

Top Buyers

1
CC
Cannell Capital
Wyoming
$2.28M
2
BlackRock
BlackRock
New York
$3.36M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.11M
4
GRIM
Greenhaven Road Investment Management
Connecticut
$9.1M
5
State Street
State Street
Massachusetts
$992K

Top Sellers

1
PP
Praetorian PR
Puerto Rico
$0
2
TCA
Taconic Capital Advisors
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$93.9K
4
CCA
Castle Creek Arbitrage
Colorado
$76.8K
5
Deutsche Bank
Deutsche Bank
Germany
$78.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRIM
1
Greenhaven Road Investment Management
Connecticut
$9.1M +$389K +9,726 +4%
BlackRock
2
BlackRock
New York
$3.36M +$1.67M +41,690 +99%
RA
3
Royce & Associates
New York
$2.42M – – –
CC
4
Cannell Capital
Wyoming
$2.28M +$2.28M +57,113 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.57M +$114K +2,840 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.11M +$440K +11,004 +66%
State Street
7
State Street
Massachusetts
$992K +$369K +9,190 +59%
FAM
8
Formidable Asset Management
Ohio
$950K +$14K +350 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$845K +$98.5K +2,463 +13%
Northern Trust
10
Northern Trust
Illinois
$488K +$213K +5,330 +78%
SIA
11
SkyView Investment Advisors
New Jersey
$398K – – –
Renaissance Technologies
12
Renaissance Technologies
New York
$273K +$26.2K +655 +11%
Morgan Stanley
13
Morgan Stanley
New York
$268K +$21.5K +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 +$70K +1,750 +71%
DKCM
17
Davidson Kempner Capital Management
New York
$158K – – –
UBS Group
18
UBS Group
Switzerland
$99K +$16.4K +409 +20%
Citadel Advisors
19
Citadel Advisors
Florida
$93.9K -$45.6K -1,141 -33%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$85.5K +$37.4K +934 +78%
Deutsche Bank
21
Deutsche Bank
Germany
$78.7K -$24K -600 -23%
CCA
22
Castle Creek Arbitrage
Colorado
$76.8K -$36K -899 -32%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$71K +$20.4K +510 +40%
Goldman Sachs
24
Goldman Sachs
New York
$68.2K +$46.3K +1,157 +211%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$67.9K +$64.3K +1,609 +1,828%
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