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Marshall Wace, LLP
Marshall Wace LLP is a leading global hedge fund founded in 1997 by Paul Marshall and Ian Wace and headquartered in London, United Kingdom. The firm is recognized as one of the world’s largest hedge fund managers and serves institutional investors, high-net-worth individuals, and family offices globally. Marshall Wace employs over 350 people across offices in London, New York, Hong Kong, Shanghai, and Singapore. The company specializes in alternative asset management, managing a broad range of strategies and is known for its use of proprietary technology and data-driven approaches.
Investment Strategy
Marshall Wace LLP is known for its innovative blend of fundamental and quantitative investment strategies, with a special focus on long/short equity. The firm leverages proprietary systems such as TOPS (Trade Optimised Portfolio System), which aggregates and algorithmically analyzes equity investment ideas from market practitioners globally. Its approach integrates systematic, quantitative, and fundamental techniques, using technology and data at the core to maximize risk-adjusted returns. Marshall Wace employs strategies including long/short equity, long-only equity, and systematic trading, and seeks to harness cognitive diversity and constant innovation to deliver alpha for clients.
Latest 13F Filing Activity
Marshall Wace, LLP filed their most recent 13F report on Jun 30, 2025 disclosing 2,409 equity positions and 153 options positions with a total 13F market value of $89B. The fund increased holdings in Circle Internet, Nvidia Corp., Amazon.com Inc. among other positions. Marshall Wace, LLP reduced exposure to Tesla Inc., Danaher Corp., Apple Inc. among others.
Top Holdings
Equity Positions (2,409)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES-S&P 500 | 14.98% | $13.30B | 21,422,379 | $484.99 | $620.90 | -$11.5M |
M MSFT | MICROSOFT CORP | 3.03% | $2.69B | 5,410,250 | $374.42 | $497.41 | +$602.9M |
A AMZN | AMAZON.COM INC | 2.91% | $2.59B | 11,788,442 | $158.84 | $219.39 | +$766.6M |
N NVDA | NVIDIA CORP | 2.35% | $2.09B | 13,227,790 | $123.72 | $157.99 | +$1.44B |
A AAPL | APPLE INC | 2.31% | $2.05B | 9,991,647 | $211.18 | $205.17 | -$542.3M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SMH | MARKET VECTORS S | Bought | Put | $499.2M | 17,899 | $278.88 | $252.14 | +8,894 | +$308.7M |
G GLD | SPDR GOLD TRUST | Sold | Put | $380.5M | 12,483 | $304.83 | $232.78 | -5,898 | -$149.1M |
U UNH | UNITEDHEALTH GRP | Bought | Put | $169.7M | 5,440 | $311.97 | $316.25 | +5,342 | +$164.6M |
A AAPL | APPLE INC | Bought | Put | $156.9M | 7,648 | $205.17 | $205.17 | +7,648 | +$156.9M |
N NKE | NIKE INC -CL B | Bought | Put | $144.8M | 20,387 | $71.04 | $71.47 | +19,894 | +$141.7M |
Industry Allocation
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