MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,820 positions
Microsoft Corp. | 4.3M | $1.4B | 2.7% | $291.60 | +10.89% | 13 qtrssince 2018-Q4 | Increased 88 |
Amazon.com, Inc. | 360,892 | $1.2B | 2.2% | $154.27 | +8.07% | 13 qtrssince 2018-Q4 | Increased 88 |
Apple Inc. | 6.5M | $1.2B | 2.1% | $157.60 | +10.06% | 13 qtrssince 2018-Q4 | Increased 88 |
Meta Platforms Inc | 2.6M | $883.7M | 1.6% | $329.64 | +1.07% | 13 qtrssince 2018-Q4 | Increased 81 |
Alphabet Inc. | 283,760 | $822.1M | 1.5% | $137.83 | +4.11% | 13 qtrssince 2018-Q4 | Increased 81 |
Thermo Fisher Scientific Inc | 1M | $696.5M | 1.3% | $543.07 | +21.17% | 13 qtrssince 2018-Q4 | Increased 80 |
Alphabet Inc. | 229,779 | $664.9M | 1.2% | $138.67 | +3.36% | 13 qtrssince 2018-Q4 | Increased 80 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.1M | $541.8M | 1.0% | $445.79 | 0.00% | 1 qtr | New 72 |
NVIDIA Corp. | 1.7M | $509.9M | 0.9% | $28.49 | +2.78% | 10 qtrssince 2019-Q3 | Increased 71 |
Micron Technology Inc. | 5.4M | $507.3M | 0.9% | $88.89 | +2.44% | 5 qtrssince 2020-Q4 | Increased 71 |
UnitedHealth Group Inc. | 861,798 | $432.7M | 0.8% | $455.10 | +1.13% | 8 qtrssince 2020-Q1 | Increased 71 |
Johnson & Johnson | 2.4M | $415M | 0.8% | $148.35 | +0.95% | 4 qtrssince 2021-Q1 | Increased 71 |
S&P Global Inc | 876,875 | $413.8M | 0.8% | $414.58 | +3.40% | 13 qtrssince 2018-Q4 | Increased 71 |
Goldman Sachs Group, Inc. | 1M | $394.5M | 0.7% | $339.60 | +0.32% | 9 qtrssince 2019-Q4 | Increased 71 |
| 1.1M | $386.6M | 0.7% | $316.20 | +3.11% | 13 qtrssince 2018-Q4 | Increased 71 | |
Biohaven Ltd. | 2.8M | $385.7M | 0.7% | — | — | 12 qtrssince 2019-Q1 | Increased 45 |
COMCAST CORP NEW | 7.6M | $381.1M | 0.7% | $40.05 | -1.04% | 7 qtrssince 2020-Q2 | Increased 71 |
Interactive Brokers Group Inc | 4.4M | $346.2M | 0.6% | $18.19 | +6.43% | 7 qtrssince 2020-Q2 | Increased 71 |
ALIBABA GROUP HLDG LTD | 2.7M | $316.2M | 0.6% | $111.79 | 0.00% | 1 qtr | New 60 |
PFIZER INC | 5.3M | $314.6M | 0.6% | $41.98 | +8.90% | 4 qtrssince 2021-Q1 | Increased 70 |
MARSHALL WACE, LLP manages $54.2B across 3820 positions as of Q4 2021. Top holdings: MSFT (2.7%), AMZN (2.2%), AAPL (2.1%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3.5/5.0.
Active quarter - 1444 new positions, 672 exits, 996 increased. Top move: MSFT (INCREASED, conviction 88). Portfolio: $54.2B across 3820 positions.
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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
Verify source filings on SEC EDGAR