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CIK: 0001318757
Total reported value
$126.7B
$126.7B
2381 檔
19.1%
At the close of Q4 2024, Marshall Wace, LLP disclosed equity holdings valued at approximately $126.7B, spread across 2381 reported holdings.
Marshall Wace, LLP executed strategic sector rebalancing during Q4 2024, establishing 17 new positions while fully exiting 13 holdings and trimming 77 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 19.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 2381 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.71% | +6.55% | +1.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.23% | -0.01% | +47.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.27% | -1.82% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | -0.04% | -11.10% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | -0.97% | +15.11% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.87% | -0.02% | +0.30% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +0.23% | +514.47% | |
| 8 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.95% | -0.15% | +7.59% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.14% | -45.48% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.29% | -51.25% | |
| 11 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.76% | -0.06% | -38.43% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.12% | +58.71% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | +0.11% | +150.12% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | +0.02% | -23.03% | |
| 15 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.70% | +0.02% | +62.08% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.19% | -80.78% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 0.62% | — | +10.13% | |
| 18 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.56% | -0.02% | +0.58% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.23% | +302.40% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.54% | +0.08% | +267.21% | |
| 21 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.52% | -0.14% | +55.70% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.47% | -31.84% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 0.46% | +0.03% | +105.59% | |
| 24 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.45% | -0.07% | +154.62% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 0.44% | -0.04% | EXIT | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.31% | -55.83% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.22% | +325.74% | |
| 28 | CRH | CRH plc | Stock-Materials | 0.42% | -0.01% | +11.44% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.42% | -0.15% | — | |
| 30 | ALC | Alcon Inc. | Stock-Healthcare | 0.42% | +0.02% | +15.68% | |
| 31 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.40% | +0.18% | +32.46% | |
| 32 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.39% | -0.01% | +784.24% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.38% | +0.15% | +37.58% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.38% | -0.01% | +113.49% | |
| 35 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.37% | +0.01% | +134.08% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | -0.29% | -56.45% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.37% | -0.06% | +742.03% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.38% | -40.27% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.31% | +143.24% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.35% | -0.26% | +7.17% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.34% | +0.18% | +12.29% | |
| 42 | OKTA | Okta Inc | Stock-Tech | 0.34% | -0.02% | +35.48% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.59% | +18.64% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.33% | -0.06% | EXIT | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.98% | +21.35% | |
| 46 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.31% | +0.01% | NEW | |
| 47 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.31% | -0.49% | +183.85% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.31% | — | — | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.30% | -0.03% | +126.78% | |
| 50 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.30% | +0.07% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +47.32% | Add |
| 2 | UNH | Unitedhealth Group Inc | +1% | +514.47% | Add |
| 3 | TSLA | Tesla Inc | +0.6% | +0.30% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +1.93% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +15.11% | Add |
| 6 | NFLX | Netflix Inc | +0.4% | +302.40% | Add |
| 7 | BA | Boeing Co/the | +0.4% | NEW | New buy |
| 8 | CRM | Salesforce Inc | +0.4% | +267.21% | Add |
| 9 | UBER | Uber Technologies Inc | +0.4% | +150.12% | Add |
| 10 | DLTR | Dollar Tree Inc | +0.4% | +784.24% | Add |
| 11 | V | Visa Inc-class A Shares | +0.3% | +58.71% | Add |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | +742.03% | Add |
| 13 | SO | Southern Co/the | +0.3% | +325.74% | Add |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | NEW | New buy |
| 15 | CAH | Cardinal Health Inc | +0.3% | +154.62% | Add |
| 16 | STLA | Stellantis N.V. | +0.3% | +72446.01% | Add |
| 17 | USB | US Bancorp | +0.3% | +414.15% | Add |
| 18 | MCK | Mckesson CORP | +0.3% | +59720.33% | Add |
| 19 | ULTA | Ulta Beauty Inc | +0.2% | +10336.69% | Add |
| 20 | RACE | Ferrari N.V. | +0.2% | +62.08% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.2% | +143.24% | Add |
| 22 | EW | Edwards Lifesciences CORP | +0.2% | +55.70% | Add |
| 23 | WMB | Williams Cos Inc | +0.2% | +2303.18% | Add |
| 24 | COF | Capital One Financial CORP | +0.2% | +376.10% | Add |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +113.49% | Add |
| 26 | SHOP | Shopify Inc - Class A | +0.2% | +423.77% | Add |
| 27 | URI | United Rentals Inc | +0.2% | +105.59% | Add |
| 28 | PINS | Pinterest Inc- Class A | +0.2% | +134.08% | Add |
| 29 | T | At&t Inc | +0.2% | NEW | New buy |
| 30 | HLT | Hilton Worldwide Holdings In | +0.2% | +426.94% | Add |
| 31 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | New buy |
| 32 | ROKU | Roku Inc | +0.2% | +663.89% | Add |
| 33 | MELI | Mercadolibre Inc | +0.2% | +183.85% | Add |
| 34 | IWM | Ishares Russell 2000 ETF | +0.2% | +155.22% | Add |
| 35 | SE | Sea Ltd-adr | +0.2% | +659.23% | Add |
| 36 | COIN | Coinbase Global Inc -class A | +0.2% | +123.42% | Add |
| 37 | FIVE | Five Below | +0.2% | +85.98% | Add |
| 38 | FXI | Ishares China Large-cap ETF | +0.2% | +844.88% | Add |
| 39 | SRRK | Scholar Rock Holding CORP | +0.2% | +1283.72% | Add |
| 40 | SWKS | Skyworks Solutions Inc | +0.2% | +4364.41% | Add |
| 41 | BKNG | Booking Holdings Inc | +0.1% | +37.58% | Add |
| 42 | INTC | Intel CORP | +0.1% | +126.78% | Add |
| 43 | D | Dominion Energy Inc | +0.1% | +8585.30% | Add |
| 44 | RTX | Rtx CORP | +0.1% | +458.89% | Add |
| 45 | SMCI | Super Micro Computer Inc | +0.1% | +416945.00% | Add |
| 46 | ROP | Roper Technologies Inc | +0.1% | +15719.21% | Add |
| 47 | EPAM | Epam Systems Inc | +0.1% | +126.39% | Add |
| 48 | MDB | Mongodb Inc | +0.1% | NEW | New buy |
| 49 | FND | Floor & Decor Holdings Inc-a | +0.1% | NEW | New buy |
| 50 | VEEV | Veeva Systems Inc-class A | +0.1% | +413.27% | Add |
According to official SEC Form 13F filings, Marshall Wace, LLP reported a total U.S. public equity portfolio value of $126.7B across 2381 disclosed positions in Q4 2024.
During Q4 2024, Marshall Wace, LLP's top holdings by market value included IVV (16.7%)、AAPL (4.2%)、MSFT (3.1%). The largest single position, IVV, represented 16.7% 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
BA
市值: $351.9M
Top Position Liquidated / Trimmed
GEV
前期市值: $438.6M
In Q4 2024, Marshall Wace, LLP made 200 total portfolio adjustments, initiating 17 new buys, adding to 93 positions, trimming 77 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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