Pricing

MARSHALL WACE, LLP

5 followers · 1 like
LONDON X0 Investment Advisor
13F Summary
Marshall Wace, LLP is based out of London. Marshall Wace, LLP is a registered investment advisory firm Their last reported 13F filing for Q1 2025 included $78,765,467,129 in managed 13F securities and a top 10 holdings concentration of 32.24%. Marshall Wace, LLP's largest holding is iShares Core S&P 500 ETF with shares held of 23,692,208. Whalewisdom has at least 87 13F filings, and 42 13G filings

2025-03-31

Top Buys (13F)

Name % Change
AMD Advanced Micro Devic 0.87%
DHR Danaher Corp 0.82%
INTU Intuit, Inc 0.71%
COST Costco Co 0.54%
META Meta Platforms Inc 0.38%

2025-03-31

Top Sells (13F)

Name % Change
NVDA NVIDIA Corp 1.22%
AAPL Apple Inc 0.8%
AMZN Amazon.com Inc 0.67%
UNH UnitedHealth Group I 0.57%
JNJ Johnson & Johnson 0.51%

2025-03-31

13F Holdings Summary

Name $ Change
IVV iShares Core S&P 500 16.9%
AAPL Apple Inc 3.29%
MSFT Microsoft Corporatio 2.65%
AMZN Amazon.com Inc 2.31%
TSLA Tesla Inc 1.65%

2025-03-31

13F Activity

Market Value $78.8b, Prior: $83.2b
Inflows (Outflows) as % of Total MV (-0.3775)%
New Purchases 705 stocks
Added To 941 stocks
Sold out of 657 stocks
Reduced holdings in 895 stocks
Top 10 Holdings % 32.24%
Turnover %[1] 42.17%
Turnover Alt %[2] 30.92%
Time Held Top 20 4.65 quarters
Time Held Top 10 7.9 quarters
Time Held All 6.11 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance