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MarketWise
MKTW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
28
Reduced
9
Closed
14
Calls
$289K
Puts
$13K
Net Calls
+$276K
Net Calls Change
+$419K

Top Buyers

1
BlackRock
BlackRock
New York
$2.53M
2
Citadel Advisors
Citadel Advisors
Florida
$310K
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.15M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$912K
5
Squarepoint
Squarepoint
New York
$145K

Top Sellers

1
EAM
Eschler Asset Management
United Kingdom
$0
2
PMAM
Penn Mutual Asset Management
Pennsylvania
$0
3
GRIM
Greenhaven Road Investment Management
Connecticut
$4.98M
4
FAM
Formidable Asset Management
Ohio
$763K
5
FA
Fiducient Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRIM
1
Greenhaven Road Investment Management
Connecticut
$4.98M -$120K -5,165 -2%
BlackRock
2
BlackRock
New York
$2.53M +$403K +17,383 +19%
RA
3
Royce & Associates
New York
$1.41M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.15M +$143K +6,155 +14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$912K +$135K +5,803 +17%
FAM
6
Formidable Asset Management
Ohio
$763K -$95.8K -4,120 -11%
Renaissance Technologies
7
Renaissance Technologies
New York
$644K +$68.5K +2,954 +12%
State Street
8
State Street
Massachusetts
$614K +$6.66K +287 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$310K +$177K +7,629 +133%
Northern Trust
10
Northern Trust
Illinois
$291K +$6.89K +297 +2%
PM
11
Phraction Management
Connecticut
$290K – – –
SIA
12
SkyView Investment Advisors
New Jersey
$231K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$207K +$12.9K +554 +7%
MIM
14
MTM Investment Management
South Carolina
$149K +$120K +5,179 +414%
Squarepoint
15
Squarepoint
New York
$145K +$131K +5,665 +954%
Allianz Asset Management
16
Allianz Asset Management
Germany
$124K – – –
Invesco
17
Invesco
Georgia
$124K +$74K +3,189 +149%
Charles Schwab
18
Charles Schwab
California
$113K +$29.4K +1,268 +35%
Morgan Stanley
19
Morgan Stanley
New York
$100K -$81.3K -3,504 -45%
WN
20
Williams & Novak
California
$90.4K +$90.4K +3,897 New
DAS
21
Dynamic Advisor Solutions
Arizona
$90.4K +$90.4K +3,897 New
Millennium Management
22
Millennium Management
New York
$87.7K -$30K -1,292 -25%
Jane Street
23
Jane Street
New York
$60.5K +$9.84K +424 +19%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$49.6K – – –
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$48.5K +$3.43K +148 +8%
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