MA icon

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 %
BSW
876
Buckingham Strategic Wealth
Missouri
$231K +$231K +2,770 New
RA
877
Royce & Associates
New York
$226K -$417K -5,000 -65%
MFS
878
MSI Financial Services
Massachusetts
$226K +$72.8K +870 +48%
GC
879
Grimes & Company
Massachusetts
$219K +$219K +2,620 New
BBNB
880
Baker Boyer National Bank
Washington
$216K +$216K +2,580 New
FI
881
FCM Investments
Texas
$209K – – –
YMRC
882
Yorktown Management & Research Company
Virginia
$209K +$209K +2,500 New
CCM
883
Covington Capital Management
California
$209K +$209K +2,500 New
Twin Tree Management
884
Twin Tree Management
Texas
$207K +$207K +2,480 New
MSS
885
Mitchell Sinkler & Starr
Pennsylvania
$206K +$206K +2,470 New
MCWS
886
McKinley Carter Wealth Services
West Virginia
$206K +$206K +2,470 New
Pacer Advisors
887
Pacer Advisors
Pennsylvania
$206K +$206K +23,910 New
SC
888
Skylands Capital
Wisconsin
$205K +$41.8K +500 +26%
CICI
889
Capital Investment Counsel Inc
North Carolina
$205K +$205K +2,450 New
N
890
Natixis
France
$203K -$45.9K -550 -18%
FNT
891
First National Trust
Pennsylvania
$202K +$202K +2,420 New
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K +$3.33K +40 +2%
Victory Capital Management
893
Victory Capital Management
Texas
$192K – – –
SF
894
Synovus Financial
Georgia
$188K +$20.9K +250 +13%
FCI
895
Financial Counselors Inc
Kansas
$181K +$181K +2,170 New
GG
896
Gofen & Glossberg
Illinois
$180K – – –
HF
897
Hoxton Financial
West Virginia
$171K +$59.2K +710 +53%
CRCP
898
Copper Rock Capital Partners
Massachusetts
$167K – – –
HCP
899
Holt Capital Partners
Texas
$167K +$167K +20,000 New
KT
900
Kanaly Trust
Texas
$159K +$159K +1,900 New
34 35
36
37 38