MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,828 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ZOETIS INC | 2.9M | $474.1M | 2.6% | $114.90 | +35.59% | 9 qtrssince 2018-Q4 | Increased 66 |
THERMO FISHER SCIENTIFIC INC | 867,394 | $404M | 2.2% | $341.32 | +33.51% | 9 qtrssince 2018-Q4 | Increased 79 |
TELEFLEX INCORPORATED | 882,919 | $363.4M | 2.0% | $318.22 | +24.23% | 9 qtrssince 2018-Q4 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 944,100 | $353M | 1.9% | — | — | — | Increased — |
REPLIGEN CORP | 1.5M | $283.9M | 1.5% | $142.97 | +32.29% | 4 qtrssince 2020-Q1 | Increased 71 |
MICROSOFT CORP | 1.1M | $245.3M | 1.3% | $172.26 | +23.48% | 9 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 646,700 | $241.8M | 1.3% | — | — | — | Increased — |
AMAZON.COM INC | 72,157 | $235M | 1.3% | $91.38 | +79.78% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 1.2M | $228.5M | 1.2% | — | — | — | Increased — |
CARNIVAL CORP LTD | 10.4M | $226M | 1.2% | $19.66 | +8.44% | 2 qtrssince 2020-Q3 | Increased 78 |
Biohaven Ltd. | 2.6M | $219.1M | 1.2% | — | — | 8 qtrssince 2019-Q1 | Increased 49 |
TRANSUNION | 2.2M | $215.8M | 1.2% | $74.10 | +29.83% | 8 qtrssince 2019-Q1 | Increased 53 |
BIO-RAD LABORATORIES-A | 369,411 | $215.3M | 1.2% | $451.90 | +27.20% | 7 qtrssince 2019-Q2 | Increased 61 |
CHARLES RIVER LABORATORIES | 852,914 | $213.1M | 1.2% | $221.95 | +12.57% | 3 qtrssince 2020-Q2 | Increased 51 |
ISHARES SILVER TRUST | 7M | $172.5M | 0.9% | — | — | — | Increased — |
MONSTER BEVERAGE CORP | 1.7M | $159.1M | 0.9% | $34.23 | +35.09% | 9 qtrssince 2018-Q4 | Increased 50 |
ALIBABA GROUP HOLDING-SP ADR | 675,712 | $157.3M | 0.9% | $172.62 | +26.87% | 9 qtrssince 2018-Q4 | Increased 44 |
ISHR IBX USD HIYLD CB ETF-UI | 1.8M | $155.2M | 0.8% | — | — | — | Increased — |
APPLE INC | 1.1M | $143.5M | 0.8% | $107.30 | +20.05% | 9 qtrssince 2018-Q4 | Increased 57 |
SPDR GOLD TRUST | 804,500 | $143.5M | 0.8% | — | — | — | Decreased — |
MARSHALL WACE, LLP manages $18.5B across 1828 positions as of Q4 2020. Top holdings: ZTS (2.6%), TMO (2.2%), TFX (2.0%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 789 new positions, 596 exits, 351 increased. Top move: TMO (INCREASED, conviction 79). Portfolio: $18.5B across 1828 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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