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Mastercard
MA

Overview Fund Activity

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$766M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$535M
3
VVP
Vulcan Value Partners
Alabama
+$312M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$310M
5
AAMU
Amundi Asset Management US
Massachusetts
+$262M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$696M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Osaic Holdings
Osaic Holdings
Arizona
-$384M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
901
Marshall & Sullivan
Washington
$4.76M -$18.3K -62 -0.4%
NPT
902
Nixon Peabody Trust
Massachusetts
$4.74M +$194K +656 +4%
PCM
903
Prana Capital Management
Connecticut
$4.73M -$2.66M -9,000 -36%
OCM
904
Olstein Capital Management
New York
$4.73M -$1.77M -6,000 -27%
BP
905
Broadleaf Partners
Ohio
$4.73M +$45.8K +155 +1%
ABP
906
Arthur B. Page
$4.73M -$273K -923 -5%
LOPW
907
Live Oak Private Wealth
North Carolina
$4.72M +$58.8K +199 +1%
AAS
908
Avantax Advisory Services
Texas
$4.67M +$262K +887 +6%
LW
909
Linscomb Wealth
Texas
$4.62M +$967K +3,270 +26%
LIA
910
LS Investment Advisors
Michigan
$4.62M +$90.8K +307 +2%
MCM
911
Maltese Capital Management
New York
$4.58M +$4.58M +15,500 New
CPC
912
Cookson Peirce & Co
Pennsylvania
$4.58M -$178K -603 -4%
PFSC
913
Peoples Financial Services Corp
Pennsylvania
$4.57M -$298K -1,007 -6%
PGWM
914
Parisi Gray Wealth Management
New Jersey
$4.53M +$39.3K +133 +0.9%
GCM
915
Gunderson Capital Management
South Carolina
$4.53M +$303K +1,026 +7%
SRAM
916
Stone Ridge Asset Management
New York
$4.51M -$1.18M -4,000 -21%
KFA
917
Kays Financial Advisory
Georgia
$4.51M +$20.1K +68 +0.4%
PA
918
Profund Advisors
Maryland
$4.47M -$41.1K -139 -0.9%
PFS
919
Prospera Financial Services
Texas
$4.47M -$116K -391 -3%
CT
920
Coastline Trust
Rhode Island
$4.47M +$96.1K +325 +2%
AWM
921
Affinity Wealth Management
Delaware
$4.44M +$428K +1,387 +11%
BC
922
Brookfield Corp
Ontario, Canada
$4.44M +$4.44M +15,000 New
FWCM
923
Ferguson Wellman Capital Management
Oregon
$4.41M -$73.9K -250 -2%
BHC
924
Bowen Hanes & Co
Florida
$4.41M +$11.8K +40 +0.3%
PI
925
PFS Investments
Georgia
$4.39M +$667K +2,257 +18%
35 36
37
38 39