MKTW icon

MarketWise

62 hedge funds and large institutions have $22.9M invested in MarketWise in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
23
Reduced
17
Closed
5
Calls
$208K
Puts
$351K
Net Calls
-$143K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
GRIM
1
Greenhaven Road Investment Management
Connecticut
$7.61M
BlackRock
2
BlackRock
New York
$3.18M -$133K -3,837 -4%
RA
3
Royce & Associates
New York
$2.1M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.51M +$25.9K +749 +2%
FAM
5
Formidable Asset Management
Ohio
$1.26M +$488K +14,310 +63%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.16M +$64.2K +1,855 +6%
State Street
7
State Street
Massachusetts
$911K +$17.9K +515 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$859K +$246K +7,101 +40%
PM
9
Phraction Management
Connecticut
$433K +$433K +12,500 New
Northern Trust
10
Northern Trust
Illinois
$423K +$11.8K +342 +3%
SIA
11
SkyView Investment Advisors
New Jersey
$345K +$345K +9,960 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$289K -$9.65K -279 -3%
Morgan Stanley
13
Morgan Stanley
New York
$271K -$356K -10,290 -57%
EAM
14
Eschler Asset Management
United Kingdom
$258K
Citadel Advisors
15
Citadel Advisors
Florida
$199K +$49.8K +1,438 +33%
Allianz Asset Management
16
Allianz Asset Management
Germany
$185K
Millennium Management
17
Millennium Management
New York
$176K +$19.8K +573 +13%
PMAM
18
Penn Mutual Asset Management
Pennsylvania
$143K +$11.3K +327 +9%
Charles Schwab
19
Charles Schwab
California
$125K
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$106K +$54.5K +1,576 +105%
Barclays
21
Barclays
United Kingdom
$101K -$150K -4,321 -60%
FA
22
Fiducient Advisors
Illinois
$86.5K +$86.5K +2,500 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$85.4K +$65.1K +1,881 +320%
Jane Street
24
Jane Street
New York
$75.6K +$13.6K +394 +22%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$74K