Marshall Wace North America’s HSBC HSBC Stock Holding History

Marshall Wace North America’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$34.8M	Buy	1,330,469 +608,414	+84%	+$16.6M	0.15%	153
2021 Q2	$20.8M	Buy	722,055 +698,838	+3,010%	+$21.3M	0.09%	247
2021 Q1	$677K	Buy	+23,217	New	+$664K	﹤0.01%	1134
2020 Q1	–	Sell	-223,055	Closed	-$8.72M	–	1393
2019 Q4	$8.72M	Buy	+223,055	New	+$8.46M	0.04%	309

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace North America's HSBC Position: Q3 2021 in Review

Marshall Wace North America increased its HSBC (HSBC) stake by 84% in Q3 2021, buying an estimated $16.6M and bringing the position to 1,330,469 shares worth $34.8M. The position accounts for 0.15% of the portfolio, ranked #153.

Marshall Wace North America first reported a position in HSBC in Q4 2019 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold HSBC as of Q3 2021.

Marshall Wace North America held 1,330,469 shares of HSBC worth $34.8M as of Q3 2021.
Marshall Wace North America bought 608,414 HSBC shares in Q3 2021, an estimated $16.6M.
HSBC made up 0.15% of Marshall Wace North America's portfolio in Q3 2021, its #153 holding.
Marshall Wace North America first reported a position in HSBC in Q4 2019 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held HSBC as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.