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CIK: 0001318757
Total reported value
$126.7B
$126.7B
2224 檔
11.7%
At the close of Q1 2024, Marshall Wace, LLP disclosed equity holdings valued at approximately $126.7B, spread across 2224 reported holdings.
In Q1 2024, Marshall Wace, LLP displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AMZN, MSFT) accounted for 11.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 2224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.40% | +6.55% | +0.32% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | -0.04% | -9.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.27% | +8.94% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | -0.29% | +25.68% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.72% | -0.01% | +10.78% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.97% | +29.99% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | -0.38% | +23.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.19% | -36.63% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 1.11% | — | +64.30% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.14% | -39.40% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 0.86% | -0.23% | +57.24% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | +0.61% | +49.07% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | — | NEW | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +0.98% | +98.73% | |
| 16 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.71% | +0.01% | +51.06% | |
| 17 | GE | General Electric | Stock-Industrials | 0.70% | -0.07% | -28.87% | |
| 18 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.65% | — | -23.37% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | -0.23% | +2681.90% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.62% | -0.01% | EXIT | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | +0.45% | +177.11% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.05% | +83.84% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | +0.11% | +497.23% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.29% | -44.09% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.49% | +1.06% | -44.31% | |
| 26 | ALC | Alcon Inc. | Stock-Healthcare | 0.47% | +0.02% | +165.24% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.47% | -0.06% | EXIT | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.59% | -51.63% | |
| 29 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.46% | +0.01% | -3.84% | |
| 30 | EFX | Equifax Inc | Stock-Industrials | 0.46% | +0.07% | +5.68% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | +0.04% | -0.36% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.47% | -40.60% | |
| 33 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.44% | — | +256.01% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | +0.33% | +37.45% | |
| 35 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.42% | +0.07% | NEW | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | -0.13% | +30.53% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.41% | — | +5.17% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.10% | -41.31% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.33% | -51.13% | |
| 40 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.39% | +0.04% | +112.81% | |
| 41 | ICE | Intercontinental Exchange In | Stock-Financials | 0.39% | -0.02% | +29.29% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.01% | -14.39% | |
| 43 | CRH | CRH plc | Stock-Materials | 0.36% | -0.01% | +30.85% | |
| 44 | WING | Wingstop Inc | Stock-Consumer Disc | 0.35% | +0.13% | +20.89% | |
| 45 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.34% | -0.03% | -35.93% | |
| 46 | HUM | Humana Inc | Stock-Healthcare | 0.34% | +0.17% | +95.48% | |
| 47 | MDB | Mongodb Inc | Stock-Tech | 0.33% | +0.02% | NEW | |
| 48 | WDAY | Workday Inc-class A | Stock-Tech | 0.33% | -0.04% | +4287.78% | |
| 49 | EPAM | Epam Systems Inc | Stock-Tech | 0.33% | +0.02% | NEW | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.32% | -0.15% | +92.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.8% | +29.99% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.6% | +2681.90% | Add |
| 4 | PG | Procter & Gamble Co/the | +0.5% | +144.64% | Add |
| 5 | KO | Coca-cola Co/the | +0.4% | +497.23% | Add |
| 6 | DHR | Danaher CORP | +0.4% | +64.30% | Add |
| 7 | AMD | Advanced Micro Devices | +0.4% | +98.73% | Add |
| 8 | BAC | Bank Of America CORP | +0.4% | +177.11% | Add |
| 9 | DKNG | Draftkings Inc-cl A | +0.4% | +1332.17% | Add |
| 10 | NFLX | Netflix Inc | +0.4% | +57.24% | Add |
| 11 | SPOT | Spotify Technology S.A. | +0.3% | +51.06% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +25.68% | Add |
| 13 | LEN | Lennar Corp-a | +0.3% | +256.01% | Add |
| 14 | WDAY | Workday Inc-class A | +0.3% | +4287.78% | Add |
| 15 | ALC | Alcon Inc. | +0.3% | +165.24% | Add |
| 16 | ORCL | Oracle CORP | +0.3% | +83.84% | Add |
| 17 | CRL | Charles River Laboratories | +0.3% | NEW | New buy |
| 18 | WELL | Welltower Inc | +0.3% | +694.56% | Add |
| 19 | COST | Costco Wholesale CORP | +0.3% | +49.07% | Add |
| 20 | SMH | Vaneck Semiconductor ETF | +0.3% | NEW | New buy |
| 21 | MS | Morgan Stanley | +0.3% | +484.58% | Add |
| 22 | SYK | Stryker CORP | +0.3% | NEW | New buy |
| 23 | COO | Cooper Cos Inc/the | +0.2% | NEW | New buy |
| 24 | XLK | Ss Technology Select Sector | +0.2% | +854.69% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 26 | BDX | Becton Dickinson And Co | +0.2% | +1050.61% | Add |
| 27 | LIN | Linde plc | +0.2% | +1023.99% | Add |
| 28 | MSFT | Microsoft CORP | +0.2% | +8.94% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.2% | +23.05% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.32% | Add |
| 31 | CELH | Celsius Holdings Inc | -0.2% | EXIT | Sold out |
| 32 | CL | Colgate-palmolive Co | -0.3% | -85.57% | Trim |
| 33 | XLY | Ss Consumer Disc Select Sect | -0.3% | -98.31% | Trim |
| 34 | APO | Apollo Global Management Inc | -0.3% | -76.43% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -57.62% | Trim |
| 36 | GLD | Spdr Gold Shares | -0.3% | -40.60% | Trim |
| 37 | MRK | Merck & Co. Inc. | -0.4% | -51.13% | Trim |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.4% | -99.41% | Trim |
| 39 | QCOM | Qualcomm Inc | -0.4% | -98.44% | Trim |
| 40 | TSLA | Tesla Inc | -0.4% | -62.63% | Trim |
| 41 | ABBV | Abbvie Inc | -0.4% | -51.63% | Trim |
| 42 | CVS | Cvs Health CORP | -0.5% | -65.38% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.5% | -72.35% | Trim |
| 44 | INTC | Intel CORP | -0.5% | -52.95% | Trim |
| 45 | KVUE | Kenvue Inc | -0.5% | -95.05% | Trim |
| 46 | STZ | Constellation Brands Inc-a | -0.6% | -96.86% | Trim |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | -72.17% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -36.63% | Trim |
| 49 | ✓ | Akouos Inc Xxx | -0.8% | EXIT | Sold out |
| 50 | WMT | Walmart Inc | -0.9% | -55.43% | Trim |
According to official SEC Form 13F filings, Marshall Wace, LLP reported a total U.S. public equity portfolio value of $126.7B across 2224 disclosed positions in Q1 2024.
During Q1 2024, Marshall Wace, LLP's top holdings by market value included IVV (13.4%)、AMZN (3.1%)、MSFT (2.6%). The largest single position, IVV, represented 13.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VOO
市值: $865.6M
Top Position Liquidated / Trimmed
AKOUOS INC XXX
前期市值: $478.5M
In Q1 2024, Marshall Wace, LLP made 50 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 18 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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