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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 %
LS
676
Livforsakringsbolaget Skandia
Sweden
$7.67M +$604K +2,500 +9%
MA
677
Montag & Associates
Georgia
$7.65M +$488K +2,019 +7%
AFIA
678
America First Investment Advisors
Nebraska
$7.64M +$7.64M +31,613 New
LRPA
679
L. Roy Papp & Associates
Arizona
$7.61M -$48.3K -200 -0.6%
NME
680
Notis-McConarty Edward
$7.59M -$582K -2,410 -7%
PWS
681
Peloton Wealth Strategists
Indiana
$7.59M -$1.1M -4,570 -13%
PA
682
Pinnacle Associates
New York
$7.57M +$882K +3,650 +13%
WANY
683
Wealthspire Advisors (New York)
New York
$7.56M +$5.9M +24,408 +354%
GAM
684
Guinness Asset Management
United Kingdom
$7.55M +$7.55M +31,260 New
PI
685
PEAK6 Investments
Illinois
$7.54M -$9.17M -37,983 -55%
BDS
686
Banco de Sabadell
Florida
$7.51M +$3.54M +14,352 +89%
AP
687
Advisor Partners
California
$7.45M +$394K +1,630 +6%
AC
688
Alley Company
Illinois
$7.44M +$80.4K +333 +1%
ATC
689
Argent Trust Co
Tennessee
$7.44M -$7.01K -29 -0.1%
BFPW
690
BOK Financial Private Wealth
Colorado
$7.35M -$2.81M -11,621 -28%
TPCW
691
TD Private Client Wealth
New York
$7.34M +$323K +1,336 +5%
PGDP
692
Pragma Gestao de Patrimonio
Brazil
$7.25M +$4.23M +17,500 +140%
WT
693
Whittier Trust
California
$7.15M +$48.8K +202 +0.7%
CM
694
Capital Management
Virginia
$7.14M -$200K -828 -3%
RE
695
RBC Europe
United Kingdom
$7.14M +$526K +2,177 +8%
JWM
696
Jupiter Wealth Management
Colorado
$7.1M -$3.3M -12,293 -32%
PIM
697
Parker Investment Management
California
$7.09M -$2.74M -11,346 -28%
BCM
698
BTC Capital Management
Iowa
$7.04M +$37.9K +157 +0.5%
AC
699
Allstate Corporation
Illinois
$7.02M -$10.8M -44,583 -61%
SLI
700
Sumitomo Life Insurance
Japan
$7.01M +$115K +477 +2%
26 27
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