Mastercard
1,789 hedge funds and large institutions have $146B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 655 increasing their positions, 698 reducing their positions, and 140 closing their positions.
48% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 140
3% more funds holding
Funds holding: 1,741 → 1,789 (+48)
0.05% less ownership
Funds ownership: 76.2% → 76.15% (-0.05%)
6% less repeat investments, than reductions
Existing positions increased: 655 | Existing positions reduced: 698
8% less funds holding in top 10
Funds holding in top 10: 251 → 232 (-19)
11% less call options, than puts
Call options by funds: $1.33B | Put options by funds: $1.49B
16% less capital invested
Capital invested by funds: $174B → $146B (-$28.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$585M |
| 2 |
JP Morgan Chase
New York
|
+$442M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$306M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$272M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$250M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$377M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$358M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$345M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$287M |
| 5 |
First Eagle Investment Management
New York
|
-$205M |
MA Hedge Fund Activity: Q4 2018 in Review
1,789 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2018, worth a combined $146B — down 16% from $174B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new MA positions and 140 closed out — a net gain of 67 holders — while 655 added to existing stakes and 698 trimmed.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $585M. The largest seller was Bank of New York Mellon, cutting an estimated $377M.
- 1,789 institutional investors held Mastercard (MA) as of Q4 2018, up from 1,741 in Q3 2018.
- Funds reported $146B of Mastercard stock for Q4 2018, down 16% quarter-over-quarter.
- 207 funds opened new Mastercard positions in Q4 2018 and 140 closed out, a net change of +67 holders.
- The largest Mastercard buyer in Q4 2018 was Lone Pine Capital, an estimated $585M added.
- The largest Mastercard seller in Q4 2018 was Bank of New York Mellon, an estimated $377M sold.
Based on aggregated 13F filings for Q4 2018.