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
2016 Q3	–	Sell	-853,003	Closed	-$26.8M	–	1025
2016 Q2	$26.8M	Buy	+853,003	New	+$24.1M	0.23%	110

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.