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Mastercard
MA

Overview Fund Activity

1,782 hedge funds and large institutions have $145B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 655 increasing their positions, 694 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+48
Holders Change %
+2.77%
% of All Funds
39.77%
Holding in Top 10
231
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.23%
% of All Funds
5.16%
New
206
Increased
655
Reduced
694
Closed
139
Calls
$1.33B
Puts
$1.49B
Net Calls
-$162M
Net Calls Change
-$239M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$555M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$420M
3
Capital World Investors
Capital World Investors
California
+$291M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$259M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$238M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$358M
2
Harris Associates
Harris Associates
Illinois
-$340M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
4
JSP
Jackson Square Partners
California
-$273M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
901
Evelyn V. Moreno
$2.33M +$249K +1,320 +12%
BPWA
902
Beacon Pointe Wealth Advisors
California
$2.31M +$2.31M +12,216 New
SI
903
Sensato Investors
California
$2.3M -$9.33M -49,444 -80%
SMG
904
Spectrum Management Group
Indiana
$2.3M +$63.6K +337 +3%
GD
905
Grandfield & Dodd
New York
$2.29M -$943 -5 -0%
ACM
906
Ativo Capital Management
Illinois
$2.29M -$630K -3,339 -22%
MCM
907
Murphy Capital Management
New Jersey
$2.28M +$69.8K +370 +3%
LFAS
908
Level Four Advisory Services
Texas
$2.28M -$445K -2,360 -16%
HCM
909
HMS Capital Management
Tennessee
$2.27M +$41.1K +218 +2%
MLM
910
Mount Lucas Management
Pennsylvania
$2.27M +$60.8K +322 +3%
JSL
911
JT Stratford LLC
Georgia
$2.27M -$341K -1,807 -13%
QT
912
Quantbot Technologies
New York
$2.27M -$147K -777 -6%
FMLI
913
Fukoku Mutual Life Insurance
Japan
$2.26M +$226K +1,200 +11%
AF
914
Ally Financial
Michigan
$2.26M +$2.26M +12,000 New
BP
915
BBR Partners
New York
$2.26M +$2.02M +10,694 +825%
BHB
916
Bank Hapoalim BM
Israel
$2.25M +$580K +3,072 +35%
BFEC
917
Benjamin F. Edwards & Company
Missouri
$2.25M +$73K +387 +3%
HAI
918
Hennessy Advisors Inc
California
$2.23M -$422K -2,237 -16%
LW
919
Linscomb Wealth
Texas
$2.22M +$24K +127 +1%
OWD
920
Osborn Williams & Donohoe
Ohio
$2.22M -$13.2K -70 -0.6%
SFS
921
Sowell Financial Services
Arkansas
$2.22M +$2.04M +10,804 +1,152%
AAMA
922
Advanced Asset Management Advisors
Ohio
$2.21M +$2.21M +11,695 New
CC
923
Cedar Capital
Illinois
$2.2M -$368K -1,948 -14%
CCFCSB
924
Cape Cod Five Cents Savings Bank
Massachusetts
$2.2M – – –
SXL
925
Summit X LLC
Missouri
$2.19M -$44.4K -235 -2%
35 36
37
38 39