We are live on ! Find out more
MA icon

Mastercard

1,878 hedge funds and large institutions have $182B invested in Mastercard in 2019 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 684 increasing their positions, 772 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 69

25% more capital invested

Capital invested by funds: $146B → $182B (+$36B)

22% more funds holding in top 10

Funds holding in top 10: 232282 (+50)

5% more funds holding

Funds holding: 1,7891,878 (+89)

9% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.36B

0.04% less ownership

Funds ownership: 76.15%76.11% (-0.04%)

11% less repeat investments, than reductions

Existing positions increased: 684 | Existing positions reduced: 772

Holders
1,878
Holders Change
+89
Holders Change %
+4.97%
% of All Funds
40.64%
Holding in Top 10
282
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+21.55%
% of All Funds
6.1%
New
176
Increased
684
Reduced
772
Closed
69
Calls
$1.49B
Puts
$1.36B
Net Calls
+$128M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$1.29B +$218M +1,014,347 +23%
ACM
27
AKRE Capital Management
Virginia
$1.25B +$194K +900 +0%
American Century Companies
28
American Century Companies
Missouri
$1.24B -$16.7M -77,829 -1%
UBS AM
29
UBS AM
Illinois
$1.18B -$39.6M -183,955 -4%
Berkshire Hathaway
30
Berkshire Hathaway
Nebraska
$1.16B
Wellington Management Group
31
Wellington Management Group
Massachusetts
$1.13B +$797K +3,704 +0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.13B -$47.5M -220,560 -4%
Goldman Sachs
33
Goldman Sachs
New York
$1.11B -$37.3M -173,474 -4%
Wells Fargo
34
Wells Fargo
California
$1.09B +$51M +237,046 +5%
AllianceBernstein
35
AllianceBernstein
Tennessee
$989M +$7.86M +36,548 +0.9%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$985M +$19.3M +89,649 +2%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$931M -$16.8M -77,997 -2%
Charles Schwab
38
Charles Schwab
California
$907M +$61.7M +286,596 +8%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$851M -$1.64M -7,604 -0.2%
AAMU
40
Amundi Asset Management US
Massachusetts
$797M -$47.4M -220,341 -6%
Deutsche Bank
41
Deutsche Bank
Germany
$787M +$394M +1,833,655 +121%
Invesco
42
Invesco
Georgia
$783M -$233M -1,082,092 -25%
VVP
43
Vulcan Value Partners
Alabama
$772M -$84.7M -393,792 -11%
Swiss National Bank
44
Swiss National Bank
Switzerland
$768M +$5.36M +24,900 +0.8%
Parnassus Investments
45
Parnassus Investments
California
$750M +$11.1M +51,389 +2%
PPA
46
Parametric Portfolio Associates
Washington
$716M -$15.9M -73,718 -2%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$706M +$7.59M +35,287 +1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$699M -$108M -503,620 -14%
LPC
49
Lone Pine Capital
Connecticut
$657M -$32.9M -153,100 -5%
TA
50
Teachers Advisors
New York
$654M -$17.7M -82,135 -3%

MA Hedge Fund Activity: Q1 2019 in Review

1,878 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q1 2019, worth a combined $182B — up 25% from $146B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new MA positions and 69 closed out — a net gain of 107 holders — while 684 added to existing stakes and 772 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was T. Rowe Price Associates, cutting an estimated $297M.

  • 1,878 institutional investors held Mastercard (MA) as of Q1 2019, up from 1,789 in Q4 2018.
  • Funds reported $182B of Mastercard stock for Q1 2019, up 25% quarter-over-quarter.
  • 176 funds opened new Mastercard positions in Q1 2019 and 69 closed out, a net change of +107 holders.
  • The largest Mastercard buyer in Q1 2019 was Capital World Investors, an estimated $451M added.
  • The largest Mastercard seller in Q1 2019 was T. Rowe Price Associates, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2019.