MarketWise
MKTW
56 hedge funds and large institutions have $16M invested in MarketWise in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 14 closing their positions.
2,123% more call options, than puts
Call options by funds: $289K | Put options by funds: $13K
211% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 9
0.3% more ownership
Funds ownership: 31.8% → 32.1% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 62 → 56 (-6)
30% less capital invested
Capital invested by funds: $22.9M → $16M (-$6.89M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$512K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$225K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$181K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$171K |
| 5 |
Squarepoint
New York
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eschler Asset Management
London,
United Kingdom
|
-$258K |
| 2 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$152K |
| 3 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
-$143K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$121K |
| 5 |
Morgan Stanley
New York
|
-$103K |
MKTW Hedge Fund Activity: Q2 2024 in Review
56 of the 6,936 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q2 2024, worth a combined $16M — down 30% from $22.9M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MKTW and 8 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 28 added.
The largest buyer was BlackRock, adding an estimated $512K. The largest seller was Eschler Asset Management, exiting entirely with an estimated $258K sold.
- 56 institutional investors held MarketWise (MKTW) as of Q2 2024, down from 62 in Q1 2024.
- Funds reported $16M of MarketWise stock for Q2 2024, down 30% quarter-over-quarter.
- 8 funds opened new MarketWise positions in Q2 2024 and 14 closed out, a net change of -6 holders.
- The largest MarketWise buyer in Q2 2024 was BlackRock, an estimated $512K added.
- The largest MarketWise seller in Q2 2024 was Eschler Asset Management, an estimated $258K sold.
Based on aggregated 13F filings for Q2 2024.