MWNA
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Marshall Wace North America’s loanDepot LDI Stock Holding History

Marshall Wace North America’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$525K Buy
+77,498
New +$723K ﹤0.01% 1105
2021
Q2 		– Sell
-11,878
Closed -$237K – 1627
2021
Q1 		$237K Buy
+11,878
New +$253K ﹤0.01% 1374

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.88B AUM 35.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace North America opened a new position in loanDepot (LDI) in Q3 2021: 77,498 shares worth $525K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in LDI as recently as Q1 2021.

Marshall Wace North America first reported a position in LDI in Q1 2021 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold LDI as of Q3 2021.

  • Marshall Wace North America held 77,498 shares of loanDepot worth $525K as of Q3 2021.
  • loanDepot was a new Marshall Wace North America position in Q3 2021.
  • loanDepot made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #1105 holding.
  • Marshall Wace North America first reported a position in loanDepot in Q1 2021 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held loanDepot as of Q3 2021.

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