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MarketWise

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.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
21
Reduced
17
Closed
6
Calls
$52K
Puts
$15K
Net Calls
+$37K
Net Calls Change
-$239K
Name Holding Trade Value Shares
Change
Shares
Change %
GRIM
1
Greenhaven Road Investment Management
Connecticut
$2.35M -$515K -38,532 -18%
BlackRock
2
BlackRock
New York
$1.54M +$77.9K +5,825 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$969K +$304K +22,734 +46%
RA
4
Royce & Associates
New York
$751K -$59K -4,415 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$547K +$21.6K +1,615 +4%
FAM
6
Formidable Asset Management
Ohio
$378K -$59.7K -4,466 -14%
State Street
7
State Street
Massachusetts
$355K +$1.27K +95 +0.4%
Renaissance Technologies
8
Renaissance Technologies
New York
$329K -$42.6K -3,190 -11%
Cerity Partners
9
Cerity Partners
New York
$296K +$272K +20,314 +1,125%
Northern Trust
10
Northern Trust
Illinois
$204K +$36K +2,695 +22%
SIA
11
SkyView Investment Advisors
New Jersey
$133K
PM
12
Phraction Management
Connecticut
$112K -$55.4K -4,141 -33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$105K -$13.9K -1,040 -12%
WN
14
Williams & Novak
California
$102K +$49.7K +3,718 +95%
Citadel Advisors
15
Citadel Advisors
Florida
$99.1K -$79.6K -5,955 -45%
Morgan Stanley
16
Morgan Stanley
New York
$92.3K +$34.6K +2,588 +60%
MIM
17
MTM Investment Management
South Carolina
$80.4K +$1.15K +93 +1%
Allianz Asset Management
18
Allianz Asset Management
Germany
$70.5K
Squarepoint
19
Squarepoint
New York
$68.2K -$15.5K -1,159 -19%
Charles Schwab
20
Charles Schwab
California
$65.3K
Goldman Sachs
21
Goldman Sachs
New York
$49.5K +$33.2K +2,484 +203%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$47.3K +$25.6K +1,918 +118%
Millennium Management
23
Millennium Management
New York
$43.1K -$7.41K -554 -15%
Barclays
24
Barclays
United Kingdom
$34K +$24.6K +1,867 +260%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$30.6K +$2.69K +201 +10%