MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,640 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORP | 8.5M | $344.4M | 2.7% | $38.33 | +6.17% | 4 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.2M | $335.3M | 2.6% | $264.69 | +6.84% | 4 qtrssince 2018-Q4 | Increased 57 |
TELEFLEX INCORPORATED | 832,199 | $282.7M | 2.2% | $272.90 | +19.01% | 4 qtrssince 2018-Q4 | Increased 58 |
ZOETIS INC | 2.1M | $265.6M | 2.1% | $86.07 | +35.31% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 980,675 | $164M | 1.3% | $161.43 | -2.51% | 4 qtrssince 2018-Q4 | Decreased 0 |
GODADDY INC - CLASS A | 2.4M | $160.6M | 1.3% | $68.96 | -5.14% | 4 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 84,080 | $146M | 1.1% | $88.49 | -2.50% | 4 qtrssince 2018-Q4 | Decreased 0 |
RESTAURANT BRANDS INTERN | 1.9M | $135.1M | 1.1% | $56.12 | 0.00% | 1 qtr | New 69 |
MCDONALDS CORP | 542,478 | $116.5M | 0.9% | $161.82 | +13.92% | 4 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 1.2M | $114.8M | 0.9% | $79.32 | +7.07% | 4 qtrssince 2018-Q4 | Increased 68 |
EPAM SYSTEMS INC | 621,806 | $113.4M | 0.9% | $174.72 | +3.23% | 2 qtrssince 2019-Q2 | Increased 53 |
INSPERITY INC | 1M | $99.1M | 0.8% | $90.94 | -9.23% | 3 qtrssince 2019-Q1 | Increased 68 |
DOLLAR GENERAL CORP | 618,842 | $98.4M | 0.8% | $116.28 | +25.82% | 4 qtrssince 2018-Q4 | Increased 52 |
CITIZENS FINANCIAL GROUP | 2.6M | $92.1M | 0.7% | $24.87 | +5.27% | 4 qtrssince 2018-Q4 | Increased 68 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1M | $90.1M | 0.7% | — | — | — | Increased — |
JOHNSON & JOHNSON | 688,985 | $89.1M | 0.7% | $107.87 | 0.00% | 1 qtr | New 58 |
ALLERGAN PLC | 513,371 | $86.4M | 0.7% | — | — | 2 qtrssince 2019-Q2 | Increased 68 |
ASTRAZENECA PLC | 1.9M | $84M | 0.7% | $71.62 | +9.73% | 3 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 413,100 | $83.3M | 0.7% | — | — | — | Increased — |
QUEST DIAGNOSTICS INC | 767,649 | $82.2M | 0.6% | $84.93 | +9.05% | 4 qtrssince 2018-Q4 | Increased 68 |
MARSHALL WACE, LLP manages $12.7B across 1640 positions as of Q3 2019. Top holdings: BSX (2.7%), TMO (2.6%), TFX (2.2%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 744 new positions, 406 exits, 341 increased. Top move: QSR (NEW, conviction 69). Portfolio: $12.7B across 1640 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer