MarketWise
MKTW
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.
165% more capital invested
Capital invested by funds: $12.8M → $34M (+$21.2M)
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
16% more funds holding
Funds holding: 51 → 59 (+8)
0.09% less ownership
Funds ownership: 1.68% → 1.59% (-0.09%)
54% less call options, than puts
Call options by funds: $108K | Put options by funds: $235K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$499K |
| 2 |
Renaissance Technologies
New York
|
+$488K |
| 3 |
BlackRock
New York
|
+$451K |
| 4 |
Barclays
London,
United Kingdom
|
+$339K |
| 5 |
EAM
Eschler Asset Management
London,
United Kingdom
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
-$1.2M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$640K |
| 3 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$376K |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$319K |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
-$127K |
MKTW Hedge Fund Activity: Q4 2023 in Review
59 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2023, worth a combined $34M — up 165% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MKTW positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $499K. The largest seller was Cannell Capital, exiting entirely with an estimated $1.2M sold.
- 59 institutional investors held MarketWise (MKTW) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $34M of MarketWise stock for Q4 2023, up 165% quarter-over-quarter.
- 14 funds opened new MarketWise positions in Q4 2023 and 6 closed out, a net change of +8 holders.
- The largest MarketWise buyer in Q4 2023 was Morgan Stanley, an estimated $499K added.
- The largest MarketWise seller in Q4 2023 was Cannell Capital, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2023.