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MarketWise

59 hedge funds and large institutions have $34M invested in MarketWise in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
23
Reduced
13
Closed
6
Calls
$108K
Puts
$235K
Net Calls
-$127K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Shares
Change %
GRIM
1
Greenhaven Road Investment Management
Connecticut
$12M -$420K -7,687 -3%
BlackRock
2
BlackRock
New York
$5.22M +$504K +9,223 +11%
RA
3
Royce & Associates
New York
$3.31M
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.34M +$188K +3,440 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.73M +$155K +2,833 +10%
State Street
6
State Street
Massachusetts
$1.41M -$41.1K -750 -3%
FAM
7
Formidable Asset Management
Ohio
$1.23M -$715K -13,100 -37%
Morgan Stanley
8
Morgan Stanley
New York
$989K +$557K +10,210 +129%
Renaissance Technologies
9
Renaissance Technologies
New York
$967K +$545K +9,980 +129%
Northern Trust
10
Northern Trust
Illinois
$649K -$26.4K -483 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$472K +$2.79K +51 +0.6%
Barclays
12
Barclays
United Kingdom
$394K +$378K +6,925 +2,332%
EAM
13
Eschler Asset Management
United Kingdom
$303K +$303K +5,543 New
Allianz Asset Management
14
Allianz Asset Management
Germany
$301K
Millennium Management
15
Millennium Management
New York
$246K +$207K +3,785 +530%
Citadel Advisors
16
Citadel Advisors
Florida
$235K +$235K +4,302 New
PMAM
17
Penn Mutual Asset Management
Pennsylvania
$207K +$207K +3,798 New
Charles Schwab
18
Charles Schwab
California
$198K
Invesco
19
Invesco
Georgia
$132K +$98.1K +1,797 +292%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$117K
Deutsche Bank
21
Deutsche Bank
Germany
$107K -$5.62K -103 -5%
Bank of America
22
Bank of America
North Carolina
$104K +$27.3K +500 +35%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$103K +$983 +18 +1%
Jane Street
24
Jane Street
New York
$97.7K +$58.3K +1,068 +148%
UBS Group
25
UBS Group
Switzerland
$96.4K -$33.9K -621 -26%