MA icon

Mastercard
MA

Overview Fund Activity

2,121 hedge funds and large institutions have $182B invested in Mastercard in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 897 increasing their positions, 868 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
-17
Holders Change %
-0.8%
% of All Funds
46.85%
Holding in Top 10
318
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
7.02%
New
182
Increased
897
Reduced
868
Closed
174
Calls
$1.94B
Puts
$3.13B
Net Calls
-$1.19B
Net Calls Change
-$391M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$743M
2
VAM
Veritas Asset Management
United Kingdom
+$550M
3
Brown Advisory
Brown Advisory
Maryland
+$521M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$442M
5
Capital International Investors
Capital International Investors
California
+$254M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.21B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$651M
4
Coatue Management
Coatue Management
New York
-$508M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
626
Ancora Advisors
Ohio
$9.51M +$275K +1,138 +3%
MJP
627
Michael J. Puzo
$9.48M -$605K -2,504 -6%
WA
628
Wealth Advisors
California
$9.36M +$147K +595 +2%
SSWM
629
Smith Salley Wealth Management
North Carolina
$9.29M +$254K +1,053 +3%
SWK
630
Stephen W. Kidder
$9.27M -$604K -2,501 -6%
NEI
631
Northwest & Ethical Investments
Ontario, Canada
$9.25M -$707K -2,926 -7%
FNBOO
632
First National Bank of Omaha
Nebraska
$9.23M -$348K -1,440 -4%
CL
633
CIM LLC
New York
$9.17M -$2.39M -9,903 -21%
BAMF
634
BI Asset Management Fondsmaeglerselskab
Denmark
$9.15M +$4.74M +19,642 +108%
AMI
635
Amica Mutual Insurance
Rhode Island
$9.14M +$3.28M +13,580 +56%
LSERS
636
Louisiana State Employees Retirement System
Louisiana
$9.13M -$1.06M -4,400 -10%
HIC
637
Harvey Investment Company
Kentucky
$8.94M -$91.8K -380 -1%
CAM
638
Congress Asset Management
Massachusetts
$8.86M -$80.4K -333 -0.9%
ASN
639
Advisory Services Network
Georgia
$8.81M +$247K +1,021 +3%
SC
640
Scholtz & Company
Connecticut
$8.7M +$55.6K +230 +0.6%
GLA
641
Great Lakes Advisors
Illinois
$8.69M -$18.6K -77 -0.2%
FQ
642
First Quadrant
California
$8.66M +$3.64M +15,068 +73%
CTA
643
Chesley Taft & Associates
Illinois
$8.59M -$6.06M -25,096 -41%
EAM
644
Eagle Asset Management
Florida
$8.59M +$74.2K +307 +0.9%
PP
645
PDT Partners
New York
$8.53M -$1.16M -4,795 -12%
FIM
646
Freedom Investment Management
Connecticut
$8.5M +$199K +609 +2%
AIP
647
Ameritas Investment Partners
Nebraska
$8.41M -$395K -1,634 -4%
WCM
648
Wisconsin Capital Management
Wisconsin
$8.36M +$1.52M +6,302 +22%
CRCM
649
Crystal Rock Capital Management
Illinois
$8.33M -$1.08M -4,470 -11%
PP
650
Professional Planning
California
$8.31M -$312K -1,288 -4%
24 25
26
27 28