MarketWise
MKTW
60 hedge funds and large institutions have $9.18M invested in MarketWise in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.
247% more call options, than puts
Call options by funds: $52K | Put options by funds: $15K
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
7% more funds holding
Funds holding: 56 → 60 (+4)
0.04% less ownership
Funds ownership: 1.61% → 1.57% (-0.04%)
43% less capital invested
Capital invested by funds: $16M → $9.18M (-$6.85M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$417K |
| 2 |
Cerity Partners
New York
|
+$373K |
| 3 |
BlackRock
New York
|
+$107K |
| 4 |
WN
Williams & Novak
Westlake Village,
California
|
+$68.2K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$49.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$707K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$109K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$90.4K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$85.6K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$81.9K |
MKTW Hedge Fund Activity: Q3 2024 in Review
60 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q3 2024, worth a combined $9.18M — down 43% from $16M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MKTW positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Vanguard Group, adding an estimated $417K. The largest seller was Greenhaven Road Investment Management, cutting an estimated $707K.
- 60 institutional investors held MarketWise (MKTW) as of Q3 2024, up from 56 in Q2 2024.
- Funds reported $9.18M of MarketWise stock for Q3 2024, down 43% quarter-over-quarter.
- 10 funds opened new MarketWise positions in Q3 2024 and 6 closed out, a net change of +4 holders.
- The largest MarketWise buyer in Q3 2024 was Vanguard Group, an estimated $417K added.
- The largest MarketWise seller in Q3 2024 was Greenhaven Road Investment Management, an estimated $707K sold.
Based on aggregated 13F filings for Q3 2024.