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Mastercard
MA

Overview Fund Activity

961 hedge funds and large institutions have $75.3B invested in Mastercard in 2013 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 306 increasing their positions, 393 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+76
Holders Change %
+8.59%
% of All Funds
27.91%
Holding in Top 10
127
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+33.68%
% of All Funds
3.69%
New
134
Increased
306
Reduced
393
Closed
45
Calls
$1.97B
Puts
$2.77B
Net Calls
-$795M
Net Calls Change
+$33.7M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$258M
2
LPC
Lone Pine Capital
Connecticut
$794M
3
IG
ING Group
Netherlands
$297M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$411M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$196M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
2
Wells Fargo
Wells Fargo
California
$805M
3
U
UBS
Switzerland
$84M
4
TCM
Tran Capital Management
California
$136M
5
American Century Companies
American Century Companies
Missouri
$793M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
851
Azimuth Capital Management
Michigan
$274K – – –
FM
852
Foster & Motley
Ohio
$266K +$266K +3,180 New
ST
853
Spinnaker Trust
Maine
$264K – – –
JMFC
854
J.M. Forbes & Co
Massachusetts
$263K – – –
WCM
855
Weik Capital Management
Pennsylvania
$261K – – –
Mariner
856
Mariner
Kansas
$260K -$20.9K -250 -7%
SNT
857
Security National Trust
West Virginia
$259K – – –
WA
858
WFG Advisors
Texas
$256K +$202K +2,420 +378%
SGA
859
Sustainable Growth Advisers
Connecticut
$255K -$288K -3,450 -53%
GA
860
Glenhill Advisors
New York
$252K +$252K +3,020 New
TIM
861
Thompson Investment Management
Wisconsin
$251K – – –
BHA
862
Beech Hill Advisors
New York
$251K – – –
ATC
863
Argent Trust Company
Louisiana
$251K – – –
BTW
864
Boston Trust Walden
Massachusetts
$251K – – –
PCM
865
Prelude Capital Management
New York
$251K +$34.3K +410 +16%
BFO
866
Boston Family Office
Massachusetts
$251K +$251K +3,000 New
WA
867
Wheatland Advisors
Pennsylvania
$251K +$251K +3,000 New
TCOTO
868
Trust Company of the Ozarks
Missouri
$248K +$248K +2,970 New
FNBSF
869
First National Bank Sioux Falls
South Dakota
$245K – – –
FT
870
Fiduciary Trust
Massachusetts
$244K +$244K +2,920 New
OAM
871
Oberweis Asset Management
Illinois
$243K -$8.35K -100 -3%
IT
872
Independence Trust
Tennessee
$242K +$242K +2,900 New
SI
873
SII Investments
Wisconsin
$242K +$242K +2,910 New
PSI
874
Pinnacle Summer Investments
Virginia
$241K +$112K +1,340 +87%
WG
875
Welch Group
Alabama
$232K -$30K -360 -11%
33 34
35
36 37