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Mastercard
MA

Overview Fund Activity

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$779M
2
MCM
Melvin Capital Management
New York
+$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$510M
4
Capital International Investors
Capital International Investors
California
+$378M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$345M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.26B
2
Jennison Associates
Jennison Associates
New York
-$1.04B
3
State Street
State Street
Massachusetts
-$485M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$472M
5
UBS AM
UBS AM
Illinois
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
851
River Wealth Advisors
Pennsylvania
$6.99M +$82.5K +231 +1%
CHC
852
City Holding Co
West Virginia
$6.95M +$1.19M +3,330 +21%
WAS
853
Wesleyan Assurance Society
United Kingdom
$6.95M – – –
GFG
854
Greystone Financial Group
Michigan
$6.93M +$6.93M +20,549 New
CAN
855
Cetera Advisor Networks
California
$6.92M -$586K -1,641 -8%
AIP
856
Ameritas Investment Partners
Nebraska
$6.85M -$5.26M -14,727 -43%
JFA
857
Johanson Financial Advisors
California
$6.82M +$57.8K +162 +0.9%
FHB
858
First Hawaiian Bank
Hawaii
$6.77M +$92.8K +260 +1%
IIC
859
Ironwood Investment Counsel
Arizona
$6.77M +$162K +454 +2%
IHL
860
Investment House LLC
California
$6.77M +$51.8K +145 +0.8%
ZDA
861
Zweig-DiMenna Associates
New York
$6.76M – – –
SFS
862
Sowell Financial Services
Arkansas
$6.75M -$241K -674 -3%
OIA
863
Optimum Investment Advisors
Illinois
$6.72M -$17.8K -50 -0.3%
NFGCM
864
Norman Fields Gottscho Capital Management
New York
$6.64M -$20.7K -58 -0.3%
CFG
865
Cambridge Financial Group
Ohio
$6.63M -$275K -770 -4%
JWM
866
Jupiter Wealth Management
Colorado
$6.61M – – –
MJB
867
Mark J. Bradley
$6.61M +$6.61M +18,512 New
BC
868
Breakline Capital
New York
$6.57M +$1.09M +3,041 +20%
AWM
869
Avitas Wealth Management
California
$6.56M +$170K +477 +3%
RJT
870
Raymond James Trust
Florida
$6.56M +$618K +1,731 +10%
MYAM
871
Meiji Yasuda Asset Management
Japan
$6.55M -$168K -470 -2%
Lido Advisors
872
Lido Advisors
California
$6.55M +$1.1M +3,081 +20%
GAAM
873
Guinness Atkinson Asset Management
California
$6.52M – – –
SXL
874
Summit X LLC
Missouri
$6.52M -$2.12M -5,955 -25%
BFM
875
Boothbay Fund Management
New York
$6.5M +$2.84M +7,953 +77%
33 34
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