Marshall Wace
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Marshall Wace’s HSBC HSBC Stock Holding History

Marshall Wace’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
2026
Q1 		$27.9M Buy
338,412
+169,347
+100% +$14.3M 0.03% 577
2025
Q4 		$13.3M Buy
+169,065
New +$12.1M 0.01% 768
2022
Q2 		– Sell
-194,407
Closed -$6.65M – 3609
2022
Q1 		$6.65M Buy
+194,407
New +$6.7M 0.01% 1172
2021
Q4 		– Sell
-36,805
Closed -$962K – 4037
2021
Q3 		$962K Sell
36,805
-91,169
-71% -$2.48M ﹤0.01% 2046
2021
Q2 		$3.69M Buy
+127,974
New +$3.91M 0.02% 1022
2021
Q1 		– Sell
-8,961
Closed -$232K – 2639
2020
Q4 		$232K Buy
+8,961
New +$213K ﹤0.01% 1719
2020
Q1 		– Sell
-38,475
Closed -$1.5M – 1827
2019
Q4 		$1.5M Buy
+38,475
New +$1.46M 0.01% 883
2016
Q3 		– Sell
-514,235
Closed -$14.3M – 1024
2016
Q2 		$14.3M Buy
+514,235
New +$14.5M 0.12% 188
2015
Q4 		– Sell
-20,373
Closed -$688K – 1038
2015
Q3 		$688K Buy
+20,373
New +$762K 0.01% 685

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Wace's HSBC Position: Q1 2026 in Review

Marshall Wace increased its HSBC (HSBC) stake by 100% in Q1 2026, buying an estimated $14.3M and bringing the position to 338,412 shares worth $27.9M. The position accounts for 0.03% of the portfolio, ranked #577.

Marshall Wace first reported a position in HSBC in Q3 2015 and has held it in 9 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Marshall Wace held 338,412 shares of HSBC worth $27.9M as of Q1 2026.
  • Marshall Wace bought 169,347 HSBC shares in Q1 2026, an estimated $14.3M.
  • HSBC made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #577 holding.
  • Marshall Wace first reported a position in HSBC in Q3 2015 and has held it in 9 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

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