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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 %
CIM
826
Chapman Investment Management
California
$4.65M -$263K -1,087 -5%
SRAM
827
Stone Ridge Asset Management
New York
$4.65M -$411K -1,700 -8%
OIA
828
Optimum Investment Advisors
Illinois
$4.6M -$209K -865 -4%
AWM
829
Avitas Wealth Management
California
$4.58M -$1.81M -7,486 -28%
RWA
830
River Wealth Advisors
Pennsylvania
$4.58M -$70.5K -292 -2%
ACM
831
Advisors Capital Management
New Jersey
$4.56M +$1.61M +6,666 +55%
AWA
832
ARS Wealth Advisors
Florida
$4.53M -$277K -1,147 -6%
OSNBOA
833
Old Second National Bank of Aurora
Illinois
$4.53M +$12.6K +52 +0.3%
NFGCM
834
Norman Fields Gottscho Capital Management
New York
$4.53M -$15.9K -66 -0.4%
NCGI
835
Next Century Growth Investors
Minnesota
$4.5M – – –
SC
836
Saybrook Capital
North Carolina
$4.5M -$24.2K -100 -0.5%
IHL
837
Investment House LLC
California
$4.5M +$121K +500 +3%
TFA
838
Toth Financial Advisory
Virginia
$4.48M +$1.21K +5 +0%
DWA
839
Dorsey Wright & Associates
California
$4.44M +$4.44M +18,365 New
CWM
840
Concentric Wealth Management
California
$4.43M -$509K -2,105 -10%
HI
841
Hendershot Investments
Virginia
$4.42M -$3.07M -12,697 -41%
CC
842
Centiva Capital
New York
$4.42M +$3.51M +14,547 +389%
NAM
843
NorthCoast Asset Management
Connecticut
$4.42M +$3.41M +14,117 +339%
GAAM
844
Guinness Atkinson Asset Management
California
$4.41M +$4.41M +18,270 New
CAM
845
Cresset Asset Management
Illinois
$4.4M +$778K +3,219 +21%
MWA
846
Moser Wealth Advisors
Washington
$4.4M -$12.1K -50 -0.3%
SXL
847
Summit X LLC
Missouri
$4.39M +$1.95M +8,111 +80%
EGM
848
Engineers Gate Manager
New York
$4.36M -$689K -2,853 -14%
NA
849
Navellier & Associates
Nevada
$4.34M -$730K -3,024 -14%
CS
850
Cannell & Spears
New York
$4.33M +$3.69M +15,262 +578%
32 33
34
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