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 ($B)
7.56.04.53.01.50.02004201120192027
CIK Period
0001318757
Sector Form 13F Holdings Value ($B)
Nvidia Corp 2.4
Apple Inc 2.2
Amazon Com Inc 1.9
Microsoft Corp 1.5
Advanced Micro Devices Inc 0.9
Alphabet Inc 0.9
Chevron Corp 0.9
Taiwan Semiconductor Manufacturing Co Ltd 0.9
Broadcom Inc 0.8
Tesla Motors Inc 0.8
Hilton Worldwide Holdings Inc 0.8
Morgan Stanley 0.7
Alphabet Inc 0.6
Lilly Eli & Co 0.6
Johnson & Johnson 0.6
Facebook Inc 0.6
Circle Internet Group Inc 0.6
MercadoLibre Inc 0.5
Netflix Inc 0.5
iShares Silver Trust 0.5
Palantir Technologies Inc 0.5
SPDR Gold Trust 0.5
Metropcs Communications Inc 0.5
Pfizer Inc 0.5
Coca Cola Co 0.4
UnitedHealth Group Inc 0.4
Intel Corp 0.4
Applied Materials Inc /DE 0.4
 
 
 
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Type Form D Funds Date Sold AUM
HF Marshall Wace Funds LP - MW US Capital US Fund [2026-05-29] 62.5 M 86.1 M
Filed 2026-02-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Marshall Wace Investment Vehicles SPC A Alpha Plus Plus Fund 2026-05-29 35.4 M
HF Marshall Wace Investment Vehicles SPC A SP Alpha Plus Credit Intermediate Fund 2026-05-29 0.5 M
PE MW XO DIFI Co-Invest 1 LP 2026-05-29 32.4 M
HF Marshall Wace Common Contractual Fund - Mwccf World TOPS 150/50 Fund II 2025-05-29 582.1 M
HF Marshall Wace Funds LP - MW TOPS Emerging Markets Absolute Return US Fund [2025-05-29] 2.4 M 1.5 M
Filed 2025-12-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Marshall Wace Funds LP - MW TOPS Global Titans US Fund [2025-05-29] 0.3 M 2.6 M
Filed 2026-03-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Marshall Wace Funds PLC - MW TOPS Global Titans Fund 2025-05-29 11.0 M
HF Marshall Wace Investment Strategies - TOPS Global Titans Fund 2025-05-29 174.3 M
HF Marshall Wace Investment Strategies - TOPS China A Share Sri Fund 2024-05-29 95.9 M
View All
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 Role # Filings # Firms 2011 - 2026
Gregory Bennett Director 131 30
Linburgh Martin Director 208 26
Vijayabalan Murugesu Director 129 26
Ronan Daly Director, Executive Officer 180 23
Barbara Healy Director 91 18
David Sargison Director 81 18
Robert Thomas Director 113 16
David Hammond Director 83 8
Robert Bovet Director, Executive Officer 78 8
Marshall Wace Llp Promoter 57 6
View All
EDGAR Form CIK 2011 - 2026
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]
View All
Firm Profile (Form ADV)
ServesInstitutional, Research
Fund TypesHedge Fund, Private Equity
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