Marshall Wace

Marshall Wace’s Kodiak AI KDK Stock Holding History

Marshall Wace’s Portfolio KDK Stock Details KDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,021,590	Closed	-$11.1M	–	3228
2024 Q3	$11.1M	Sell	1,021,590 -178,408	-15%	-$1.92M	0.01%	727
2024 Q2	$12.8M	Hold	1,199,998	–	–	0.02%	629
2024 Q1	$12.7M	Hold	1,199,998	–	–	0.02%	670
2023 Q4	$12.5M	Hold	1,199,998	–	–	0.02%	620
2023 Q3	$12.3M	Hold	1,199,998	–	–	0.03%	578
2023 Q2	$12.2M	Buy	+1,199,998	New	+$12.2M	0.03%	650

Other funds holding KDK

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $9.6B AUM 50.48% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return