Marshall Wace LLP

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Marshall Wace LLP
CRD #136854
SEC #801-65040
CIK #0001318757
AUM
Employees
Phone442073162250
AddressThe Adelphi Building, 111 John Adam St
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.02005201220192026
Sector Form 13F Holdings Value ($B)
Microsoft Corp 2.7
Amazon Com Inc 2.6
Nvidia Corp 2.2
Apple Inc 2.2
Advanced Micro Devices Inc 1.1
Alphabet Inc 1.0
Facebook Inc 0.9
Boston Scientific Corp 0.8
Tesla Motors Inc 0.8
Alphabet Inc 0.8
View All
Holdings by Sector ($B)
907254361802012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Marshall Wace Common Contractual Fund - Mwccf World TOPS 150/50 Fund II 2025-05-29 0.0
HF Marshall Wace Funds LP - MW TOPS Emerging Markets Absolute Return US Fund [2025-05-29] 2.4 1.7
HF Marshall Wace Funds LP - MW TOPS Global Titans US Fund [2025-05-29] 0.0 2.0
HF Marshall Wace Funds PLC - MW TOPS Global Titans Fund 2025-05-29 2.0
HF Marshall Wace Investment Strategies - TOPS Global Titans Fund 2025-05-29 128.9
HF Marshall Wace Investment Strategies - TOPS China A Share Sri Fund 2024-05-29 95.9
HF Marshall Wace Investment Vehicles SPC - SP Alpha Plus INT SPV Master Fund 2024-05-29 2.5
HF Marshall Wace Managed Accounts ICAV - MW TOPS China A Share Sri Fund 2024-05-29 95.7
HF Marshall Wace Master Funds SPC - SP Alpha Plus SPV Fund 2024-05-29 9.8
HF Marshall Wace Feeder Funds SPC - MW Alpha Plus Fund SP [2023-05-30] 147.2 325.2
HF Marshall Wace Funds LP - MW Alpha Plus US Fund II [2023-05-30] 399.5 297.4
HF Marshall Wace Investment Strategies - Commodities Trading Fund 2023-05-30 44.3
HF Marshall Wace Investment Strategies - Emerging Markets TOPS Composite Fund 2023-05-30 452.1
HF Marshall Wace Investment Strategies - Market Neutral TOPS Plus Fund III 2023-05-30 271.6
HF Marshall Wace Investment Strategies - TOPS India Fund 2023-05-30 125.5
HF Marshall Wace Investment Vehicles SPC - SP Alpha Plus Master Fund 2023-05-30 1,395.4
HF Marshall Wace Long Strategies ICAV - MW TOPS India Fund 2023-05-30 4.7
HF Marshall Wace Managed Accounts ICAV - MW Emerging Markets TOPS Composite Fund 2023-05-30 292.4
HF Marshall Wace Managed Accounts ICAV - MW Eureka Reserve Fund [2023-05-30] 14.2 5.0
HF Marshall Wace Master Funds SPC - SP Alpha Plus Fund 2023-05-30 27,323.5
HF Marshall Wace Funds LP - MW TOPS Emerging Markets Absolute Return US Fund [2022-05-26] 450.0 1.5
HF Marshall Wace Funds LP - MW TOPS Emerging Markets Alpha US Fund 2022-05-26 0.0
HF Marshall Wace Investment Strategies - Market Neutral TOPS Plus Fund II 2022-05-26 132.2
HF Marshall Wace Investment Strategies - TOPS Plus Fund 2022-05-26 329.8
HF Marshall Wace Investment Strategies - TOPS Plus Fund II 2022-05-26 78.5
HF Marshall Wace Managed Accounts ICAV - MW TOPS Plus Fund 2022-05-26 218.7
HF Marshall Wace Managed Accounts ICAV - MW TOPS Plus Fund II 2022-05-26 40.5
PE MW XO Digital Finance Feeder Fund LP 2022-05-26 113.5
PE MW XO Digital Finance Fund LP 2022-05-26 385.8
HF Marshall Wace Investment Strategies - World TOPS Environmental Focus Long Fund 2021-05-28 133.9
HF Marshall Wace Long Strategies ICAV - MW World TOPS Environmental Focus Long Fund 2021-05-28 7.2
HF Marshall Wace Managed Accounts ICAV - MW Eureka Institutional Fund 2021-05-28 123.6
HF Marshall Wace Managed Accounts ICAV - MW TOPS Emerging Markets Fund II [2021-05-28] 500.0 644.9
Other Marshall Wace UCITS Funds PLC - MW ESG Market Neutral TOPS UCITS Fund 2020-07-24 467.4
HF Marshall Wace Common Contractual Fund - Mwccf World TOPS 150/50 Fund 2020-05-28 932.8
HF Marshall Wace Funds LP - MW TOPS Emerging Markets US Fund [2020-05-28] 450.0 710.1
HF Marshall Wace Investment Strategies - TOPS Global Equities Le Fund 2020-05-28 2,739.9
HF Marshall Wace Managed Accounts ICAV - MW TOPS Global Equities Le Fund [2020-05-28] 1,410.6 2,005.8
HF Marshall Wace Funds PLC - MW TOPS Emerging Markets Absolute Return Fund 2020-03-06 54.1
HF Marshall Wace Investment Strategies - TOPS Developed World Equities Fund 2020-03-06 602.5
HF Marshall Wace Investment Strategies - TOPS EM Equities Fund 2020-03-06 1,703.5
HF Marshall Wace Investment Strategies - TOPS Emerging Markets Absolute Return Fund 2020-03-06 517.6
HF Marshall Wace Managed Accounts ICAV - MW TOPS Developed World Equities Fund 2020-03-06 355.3
HF Marshall Wace Funds LP - MW Market Neutral TOPS Plus US Fund [2019-05-29] 32.1 47.2
HF Marshall Wace Investment Strategies - Market Neutral TOPS Plus Fund 2019-05-29 729.2
HF Marshall Wace Investment Strategies - TOPS China A Share Fund 2019-05-29 475.7
HF Marshall Wace Investment Strategies - TOPS Emerging Markets Fund 2019-05-29 5,608.0
HF Marshall Wace Long Strategies ICAV - MW TOPS China A Share Fund [2019-05-29] 205.3 429.5
HF Marshall Wace Long Strategies ICAV - MW TOPS Emerging Markets Fund [2019-05-29] 730.7 2,936.9
HF Marshall Wace Managed Accounts ICAV - MW Market Neutral TOPS Plus Fund [2019-05-29] 3.0 556.4
HF Marshall Wace Common Contractual Fund - Mwccf World TOPS 130/30 Fund 2018-05-17 585.6
HF Marshall Wace Funds LP - MW Eureka Plus US Fund [2018-05-17] 33.0 10.9
HF Marshall Wace Investment Strategies - Eureka Plus Fund 2018-01-19 1,140.7
HF Marshall Wace Managed Accounts ICAV - MW Eureka Plus Fund [2018-01-19] 14.2 531.7
HF Marshall Wace Funds LP - MW Eureka US Fund VI [2017-05-18] 205.0 255.1
HF Marshall Wace Funds LP - MW TOPS China Absolute Return US Fund [2017-05-18] 1.5 122.0
HF Old North State Hedged Equity MWT LLC 2017-05-18 247.4
HF Marshall Wace Managed Accounts PLC - MW World TOPS 130/30 Fund 2016-09-16 206.9
HF Marshall Wace Funds LP - MW Europa US Fund III 2016-05-27 0.0
HF Marshall Wace Funds LP - MW Helium US Fund 2016-05-27 2.1
HF Marshall Wace Funds LP - MW Systematic Alpha Plus US Fund [2016-05-27] 704.2 485.0
HF Marshall Wace Funds LP - MW TOPS World Ex-US Emerging Markets US Fund [2016-05-27] 3,131.7 3,413.8
HF Marshall Wace Funds PLC - MW Alpha Plus Fund [2016-05-27] 211.7 980.3
HF Marshall Wace Funds PLC - MW Helium Fund 2016-05-27 14.9
HF Marshall Wace Funds PLC - MW TOPS Emerging Markets Alpha Fund 2016-05-27 48.1
HF Marshall Wace Investment Strategies - Helium Fund 2016-05-27 17.1
HF Marshall Wace Investment Strategies - Systematic Alpha Plus Fund 2016-05-27 2,012.8
HF Marshall Wace Investment Strategies - TOPS Emerging Markets Alpha Fund 2016-05-27 212.8
HF Marshall Wace Investment Strategies - TOPS World Ex-US Fund 2016-05-27 3,236.7
HF Marshall Wace Investment Strategies - World TOPS 130/30 Fund 2016-05-27 207.7
HF Marshall Wace Long Strategies ICAV - MW TOPS World Equities Fund [2016-05-27] 1,129.2 2,777.2
Other Marshall Wace Long Strategies ICAV - MW World TOPS Long-Only Fund 2016-05-27 0.0
HF Marshall Wace Managed Accounts ICAV - MW Eureka Fund IV [2016-05-27] 50.9 56.9
HF Marshall Wace Managed Accounts ICAV - MW Eureka Sri Fund [2016-05-27] 47.0 288.8
Other Marshall Wace UCITS Funds PLC - MW Liquid Protection Fund 2016-05-27 60.7
Other Marshall Wace UCITS Funds PLC - MW Liquid Trading Strategies Fund 2016-05-27 42.9
Other Marshall Wace UCITS Funds PLC - MW TOPS China A Share Fund 2016-05-27 387.5
HF Marshall Wace Funds PLC - MW Europa Long Fund [2015-11-30] 11.8 86.7
HF Marshall Wace Investment Strategies - Europa Long Fund 2015-11-30 111.3
Other Marshall Wace UCITS Funds PLC - MW Systematic Alpha UCITS Fund [2015-11-30] 5.4 1,787.2
HF Marshall Wace Funds LP - MW TOPS US Fund II [2014-05-28] 210.9 0.0
HF Marshall Wace Funds LP - MW TOPS World Equities US Fund [2014-05-28] 3,131.7 7,218.2
HF Marshall Wace Investment Strategies - TOPS World Equities Fund 2014-05-28 22,176.7
HF Marshall Wace Managed Accounts ICAV - MW Eureka Fund V 2014-05-28 635.4
HF Marshall Wace Funds LP - MW Eureka US Fund II [2013-05-29] 2,250.9 281.8
HF Marshall Wace Investment Strategies - TOPS Composite Fund 2013-05-29 223.4
HF Marshall Wace Investment Strategies - TOPS International Equities Fund 2013-05-29 802.2
HF Marshall Wace Managed Accounts ICAV - MW Eureka Fund III [2013-05-29] 2,250.9 150.0
HF Marshall Wace Managed Accounts ICAV - MW TOPS Composite Fund 2013-05-29 177.3
HF Marshall Wace Managed Accounts ICAV - MW TOPS International Equities Fund [2013-05-29] 300.0 513.9
HF Marshall Wace Managed Accounts PLC - MW Europa Fund II [2013-05-29] 150.0 0.0
HF Managed Accounts Investments SPC - MWC Segregated Portfolio [2012-04-02] 810.4 74.2
HF Marshall Wace Funds LP - MW Eureka US Fund [2012-04-02] 2,250.9 2,613.3
HF Marshall Wace Funds LP - MW Global TOPS US Fund 2012-04-02 0.0
HF Marshall Wace Funds LP - MW Market Neutral TOPS US Fund [2012-04-02] 304.7 461.0
HF Marshall Wace Funds LP - MW TOPS US Fund [2012-04-02] 292.9 263.9
HF Marshall Wace Funds PLC - MW Eureka Fund [2012-04-02] 3,588.2 18,265.4
HF Marshall Wace Funds PLC - MW Europa Fund [2012-04-02] 11.8 78.1
HF Marshall Wace Funds PLC - MW Global TOPS Fund [2012-04-02] 0.5 6.3
HF Marshall Wace Funds PLC - MW Market Neutral TOPS Fund [2012-04-02] 376.4 2,095.7
HF Marshall Wace Funds PLC - MW TOPS Fund [2012-04-02] 540.9 1,074.9
HF Marshall Wace Investment Strategies - 130/30 TOPS Fund 2012-04-02 20.5
HF Marshall Wace Investment Strategies - Eureka Fund 2012-04-02 120,774.7
HF Marshall Wace Investment Strategies - Europa Fund 2012-04-02 109.4
HF Marshall Wace Investment Strategies - Europa Sri Fund 2012-04-02 17.4
HF Marshall Wace Investment Strategies - Global TOPS Fund 2012-04-02 6.5
HF Marshall Wace Investment Strategies - Market Neutral TOPS Fund 2012-04-02 13,529.1
HF Marshall Wace Investment Strategies - TOPS Fund 2012-04-02 4,712.4
HF Marshall Wace Managed Accounts ICAV - MW TOPS International Equities Fund II 2012-04-02 16.0
HF Marshall Wace Managed Accounts PLC - MW Europa Sri Fund 2012-04-02 10.8
Other Marshall Wace UCITS Funds PLC - MW TOPS UCITS Fund [2012-04-02] 210.9 2,728.5
Other Merrill Lynch Investment Solutions - Marshall Wace TOPS UCITS Fund Market Neutral 2012-04-02 359.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 6.1
By Discretionary
Discretionary 9 6.1
Non-Discretionary 0 0.0
Total 9 6.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.1
Total 9 6.1
Form D Directors # Filings # Firms 2011 - 2025
Gregory Bennett 125
Vijayabalan Murugesu 126
Linburgh Martin 207
Ronan Daly 179
Barbara Healy 86
David Sargison 81
David Hammond 79
Robert Bovet 77
Barry McGrath 41
Marshall Wace LLP 53
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EDGAR Form CIK 2011 - 2025
13F-HR [0001318757]
13F-NT [0001318757]
SC 13G [0001318757]
Form 13D/13G Filer Form 13D/13G Subject Filed
Marshall Wace LLP Power & Digital Infrastructure Acquisition II Corp [2023-02-14]
Marshall Wace LLP G Squared Ascend I Inc [2023-02-14]
Marshall Wace LLP Live Oak Crestview Climate Acquisition Corp [2023-02-14]
Marshall Wace LLP SK Growth Opportunities Corp [2023-02-14]
Marshall Wace LLP Concord Acquisition Corp II [2023-02-14]
Marshall Wace LLP North Atlantic Acquisition Corp [2023-02-14]
Marshall Wace LLP Apollo Strategic Growth Capital II [2023-02-14]
Marshall Wace LLP Decarbonization Plus Acquisition Corp II [2022-02-14]
Marshall Wace LLP FAST Acquisition Corp [2022-02-14]
Marshall Wace LLP Quanergy Systems Inc [2022-02-14]
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