Marshall Wace
HCC icon

Marshall Wace’s Warrior Met Coal HCC Stock Holding History

Marshall Wace’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
21,104
-388
-2% -$34.9K ﹤0.01% 1799
2025
Q4 		$1.89M Buy
21,492
+10,631
+98% +$799K ﹤0.01% 1605
2025
Q3 		$691K Buy
10,861
+776
+8% +$44.3K ﹤0.01% 2108
2025
Q2 		$462K Buy
10,085
+4,324
+75% +$201K ﹤0.01% 2173
2025
Q1 		$275K Sell
5,761
-2,015
-26% -$103K ﹤0.01% 2300
2024
Q4 		$422K Sell
7,776
-24
-0.3% -$1.53K ﹤0.01% 2108
2024
Q3 		$498K Buy
7,800
+1,100
+16% +$68.4K ﹤0.01% 1917
2024
Q2 		$421K Buy
+6,700
New +$434K ﹤0.01% 2024
2023
Q2 		– Sell
-6,658
Closed -$244K – 2653
2023
Q1 		$244K Buy
6,658
+143
+2% +$5.29K ﹤0.01% 2357
2022
Q4 		$226K Sell
6,515
-90,568
-93% -$3.2M ﹤0.01% 2664
2022
Q3 		$2.76M Buy
97,083
+24,154
+33% +$743K 0.01% 1805
2022
Q2 		$2.23M Sell
72,929
-555,278
-88% -$19.2M ﹤0.01% 1910
2022
Q1 		$23.3M Sell
628,207
-58,582
-9% -$1.87M 0.04% 441
2021
Q4 		$17.7M Buy
686,789
+258,628
+60% +$6.22M 0.03% 546
2021
Q3 		$9.96M Buy
428,161
+289,390
+209% +$5.85M 0.04% 554
2021
Q2 		$2.39M Buy
+138,771
New +$2.42M 0.01% 1309
2020
Q3 		– Sell
-15,317
Closed -$236K – 1722
2020
Q2 		$236K Buy
15,317
+11,218
+274% +$153K ﹤0.01% 1379
2020
Q1 		$44K Buy
+4,099
New +$74.1K ﹤0.01% 1450
2019
Q4 		– Sell
-646,157
Closed -$12.6M – 1848
2019
Q3 		$12.6M Sell
646,157
-291,613
-31% -$6.52M 0.1% 241
2019
Q2 		$24.5M Buy
937,770
+837,047
+831% +$23.8M 0.2% 103
2019
Q1 		$3.06M Buy
+100,723
New +$2.76M 0.03% 622
2018
Q4 		– Sell
-65,041
Closed -$1.76M – 1676
2018
Q3 		$1.76M Sell
65,041
-24,359
-27% -$622K 0.02% 707
2018
Q2 		$2.46M Sell
89,400
-4,788
-5% -$126K 0.04% 395
2018
Q1 		$2.64M Buy
+94,188
New +$2.73M 0.11% 159

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Marshall Wace's HCC Position: Q1 2026 in Review

Marshall Wace reduced its Warrior Met Coal (HCC) stake by 1.8% in Q1 2026, selling an estimated $34.9K and leaving 21,104 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Marshall Wace first reported a position in HCC in Q1 2018 and has held it in 24 quarters since. The position peaked at $24.5M in Q2 2019. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Marshall Wace held 21,104 shares of Warrior Met Coal worth $1.97M as of Q1 2026.
  • Marshall Wace sold 388 Warrior Met Coal shares in Q1 2026, an estimated $34.9K.
  • Warrior Met Coal made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1799 holding.
  • Marshall Wace first reported a position in Warrior Met Coal in Q1 2018 and has held it in 24 quarters since.
  • Marshall Wace's Warrior Met Coal position peaked at $24.5M in Q2 2019.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.