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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 %
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$4.31M +$96.6K +400 +2%
FWM
852
Frontier Wealth Management
Missouri
$4.31M +$872K +3,611 +25%
KWMG
853
King Wealth Management Group
Florida
$4.29M -$349K -1,444 -8%
ACA
854
Aptus Capital Advisors
Alabama
$4.28M +$4.09M +16,919 +2,120%
NIM
855
Northeast Investment Management
Massachusetts
$4.25M -$1.58M -6,547 -27%
CAM
856
Carret Asset Management
New York
$4.23M +$181K +750 +4%
CFGS
857
Concourse Financial Group Securities
Alabama
$4.23M +$393K +1,626 +10%
BAM
858
Bell Asset Management
Australia
$4.23M -$146K -603 -3%
TRCT
859
Tower Research Capital (TRC)
New York
$4.23M +$4.2M +17,393 +17,221%
OCM
860
Ogborne Capital Management
California
$4.21M -$6.66M -27,575 -61%
RA
861
RiverPark Advisors
New York
$4.16M +$588K +2,433 +16%
CP
862
Cumberland Partners
Ontario, Canada
$4.15M +$2.39M +9,873 +135%
IC
863
IEQ Capital
California
$4.14M +$1.1M +4,563 +36%
PFS
864
Physicians Financial Services
North Carolina
$4.12M +$27.8K +115 +0.7%
AF
865
Ally Financial
Michigan
$4.11M +$3.14M +13,000 +325%
AIM
866
Allen Investment Management
New York
$4.1M +$56K +232 +1%
PAM
867
Pegasus Asset Management
New York
$4.1M -$54.8K -227 -1%
MME
868
Meag Munich Ergo
Germany
$4.09M -$4.44M -18,395 -52%
ABP
869
Arthur B. Page
$4.09M -$268K -1,111 -6%
SAM
870
Sycomore Asset Management
France
$4.08M -$1.23M -5,110 -23%
WP
871
WealthPLAN Partners
Nebraska
$4.08M +$3.8M +13,706 +1,382%
CCM
872
Chickasaw Capital Management
Tennessee
$4.06M -$399K -1,651 -9%
WIA
873
Wealthstreet Investment Advisors
Texas
$4.05M – – –
RJT
874
Raymond James Trust
Florida
$4.04M -$83.6K -346 -2%
HWA
875
Heritage Wealth Advisors
Virginia
$4.04M +$894K +3,699 +28%
33 34
35
36 37