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MarketWise
MKTW

Overview Fund Activity

51 hedge funds and large institutions have $12.8M invested in MarketWise in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
14
Closed
7
Calls
$14K
Puts
$13K
Net Calls
+$1K
Net Calls Change
+$58K

Top Buyers

1
FAM
Formidable Asset Management
Ohio
$1.14M
2
BlackRock
BlackRock
New York
$2.77M
3
State Street
State Street
Massachusetts
$851K
4
Morgan Stanley
Morgan Stanley
New York
$253K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$923K

Top Sellers

1
CC
Cannell Capital
Wyoming
$1.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$275K
3
EAM
Eschler Asset Management
United Kingdom
$0
4
WCMNY
Westchester Capital Management (New York)
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.77M +$81.1K +2,534 +3%
RA
2
Royce & Associates
New York
$1.94M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.26M +$5.31K +166 +0.4%
CC
4
Cannell Capital
Wyoming
$1.2M -$632K -19,759 -35%
FAM
5
Formidable Asset Management
Ohio
$1.14M +$382K +11,950 +50%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$923K +$34.7K +1,083 +4%
State Street
7
State Street
Massachusetts
$851K +$55.1K +1,710 +7%
Northern Trust
8
Northern Trust
Illinois
$396K +$5.73K +179 +1%
SIA
9
SkyView Investment Advisors
New Jersey
$319K – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$275K -$401K -12,528 -59%
Morgan Stanley
11
Morgan Stanley
New York
$253K +$38.5K +1,203 +18%
Renaissance Technologies
12
Renaissance Technologies
New York
$248K +$29.3K +915 +13%
Allianz Asset Management
13
Allianz Asset Management
Germany
$174K – – –
DKCM
14
Davidson Kempner Capital Management
New York
$127K – – –
Charles Schwab
15
Charles Schwab
California
$116K -$18.7K -585 -14%
UBS Group
16
UBS Group
Switzerland
$76.3K -$2.88K -90 -4%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$68.4K – – –
Deutsche Bank
18
Deutsche Bank
Germany
$66.1K +$3.14K +98 +5%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$59.7K +$2.82K +88 +5%
CCA
20
Castle Creek Arbitrage
Colorado
$59.4K -$2.02K -63 -3%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$54.3K – – –
Bank of America
22
Bank of America
North Carolina
$45.1K +$32K +1,001 +245%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$32.9K -$10K -313 -23%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$31.8K +$31.8K +879 New
Goldman Sachs
25
Goldman Sachs
New York
$29.6K -$24.9K -779 -46%
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