MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q2 2022
Top Holdings3,364 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 5.3M | $724M | 1.5% | $161.39 | -17.02% | 15 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 2.5M | $638.2M | 1.3% | $294.45 | -14.10% | 15 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 5.3M | $564.9M | 1.2% | $110.83 | -1.72% | 15 qtrssince 2018-Q4 | Increased 80 |
MERCK & CO. INC. | 5.8M | $528.9M | 1.1% | $73.48 | +13.23% | 4 qtrssince 2021-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1M | $518.7M | 1.1% | $474.17 | +2.32% | 10 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.9M | $513.6M | 1.1% | $154.12 | +3.46% | 6 qtrssince 2021-Q1 | Increased 68 |
BOSTON SCIENTIFIC CORP | 10.5M | $390.6M | 0.8% | $42.38 | -12.06% | 15 qtrssince 2018-Q4 | Increased 48 |
THERMO FISHER SCIENTIFIC INC | 718,514 | $390.4M | 0.8% | $536.14 | -1.03% | 15 qtrssince 2018-Q4 | Increased 71 |
ELI LILLY & CO | 1.1M | $367.5M | 0.8% | $313.20 | 0.00% | 1 qtr | New 61 |
COCA-COLA CO/THE | 5.8M | $365.8M | 0.8% | $53.67 | +5.28% | 10 qtrssince 2020-Q1 | Increased 71 |
BROADCOM INC | 713,179 | $346.5M | 0.7% | $58.69 | -22.45% | 15 qtrssince 2018-Q4 | Decreased 0 |
THE CIGNA GROUP | 1.3M | $339.9M | 0.7% | $242.22 | +1.10% | 5 qtrssince 2021-Q2 | Increased 71 |
PFIZER INC | 6.2M | $325.2M | 0.7% | $41.52 | -0.68% | 6 qtrssince 2021-Q1 | Increased 70 |
BANK OF AMERICA CORP | 10.2M | $317.9M | 0.7% | $29.72 | -5.39% | 7 qtrssince 2020-Q4 | Increased 70 |
HUMANA INC | 659,378 | $308.6M | 0.6% | $440.69 | +2.53% | 3 qtrssince 2021-Q4 | Increased 52 |
TESLA INC | 447,616 | $301.4M | 0.6% | $317.94 | -28.13% | 8 qtrssince 2020-Q3 | Increased 56 |
WELLS FARGO & CO | 7.6M | $297M | 0.6% | $42.25 | -16.79% | 11 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1M | $288.8M | 0.6% | — | — | — | Increased — |
Biohaven Ltd. | 1.9M | $281M | 0.6% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
AIRBNB INC-CLASS A | 3.2M | $280.8M | 0.6% | $156.87 | -43.21% | 7 qtrssince 2020-Q4 | Increased 50 |
MARSHALL WACE, LLP manages $48.6B across 3364 positions as of Q2 2022. Top holdings: AAPL (1.5%), MSFT (1.3%), AMZN (1.2%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 783 new positions, 692 exits, 861 increased. Top move: AMZN (INCREASED, conviction 80). Portfolio: $48.6B across 3364 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer