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Mastercard
MA

Overview Fund Activity

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$766M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$535M
3
VVP
Vulcan Value Partners
Alabama
+$312M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$310M
5
AAMU
Amundi Asset Management US
Massachusetts
+$262M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$696M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Osaic Holdings
Osaic Holdings
Arizona
-$384M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
826
PEAK6 Investments
Illinois
$5.78M -$3.44M -11,645 -37%
DT
827
Diversified Trust
Tennessee
$5.77M -$785K -2,653 -12%
WAS
828
Wesleyan Assurance Society
United Kingdom
$5.76M – – –
NA
829
Navellier & Associates
Nevada
$5.74M +$431K +1,458 +8%
HCM
830
Highline Capital Management
New York
$5.74M +$5.74M +19,395 New
TNA
831
True North Advisors
Texas
$5.73M +$296 +1 +0%
SFS
832
Sowell Financial Services
Arkansas
$5.72M -$2.03M -6,852 -26%
KWMG
833
King Wealth Management Group
Florida
$5.71M +$461K +1,559 +9%
ACA
834
Aptus Capital Advisors
Alabama
$5.71M +$467K +1,581 +9%
RWA
835
River Wealth Advisors
Pennsylvania
$5.7M +$101K +341 +2%
SPC
836
Sigma Planning Corp
Michigan
$5.7M -$202K -682 -3%
ACL
837
Azora Capital LP
Florida
$5.67M -$1.8M -6,076 -24%
JFA
838
Johanson Financial Advisors
California
$5.61M -$314K -1,063 -5%
ZDA
839
Zweig-DiMenna Associates
New York
$5.6M -$38.7M -130,922 -87%
OIA
840
Optimum Investment Advisors
Illinois
$5.6M -$34K -115 -0.6%
DADC
841
D.A. Davidson & Co
Montana
$5.6M -$1.97M -6,665 -26%
NIM
842
Northeast Investment Management
Massachusetts
$5.6M +$395K +1,337 +8%
MCA
843
Morris Capital Advisors
Pennsylvania
$5.57M -$197K -667 -3%
HI
844
Hendershot Investments
Virginia
$5.57M +$156K +528 +3%
PC
845
Pecaut & Co
Iowa
$5.57M +$2.9M +9,810 +109%
WP
846
WealthPLAN Partners
Nebraska
$5.54M +$742K +2,275 +15%
NFGCM
847
Norman Fields Gottscho Capital Management
New York
$5.53M -$7.39K -25 -0.1%
IHL
848
Investment House LLC
California
$5.49M -$13.3K -45 -0.2%
CCP
849
Corient Capital Partners
California
$5.49M +$740K +2,503 +16%
CFGS
850
Concourse Financial Group Securities
Alabama
$5.44M +$262K +885 +5%
32 33
34
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