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 %
FHA
926
First Horizon Advisors
Tennessee
$69K +$68.2K +5,040 +8,400%
ACM
927
Axel Capital Management
New York
$67K – – –
WA
928
WealthTrust-Arizona
Arizona
$59K +$8.31K +100 +16%
EWM
929
Edge Wealth Management
New York
$54K – – –
IMS
930
Index Management Solutions
Pennsylvania
$46K -$278K -3,320 -86%
FMII
931
Farmers & Merchants Investments Inc
Nebraska
$43K +$16K +190 +59%
WF
932
WealthTrust Fairport
Ohio
$42K – – –
MUMSS
933
Mitsubishi UFJ Morgan Stanley Securities
Japan
$42K – – –
FWC
934
First Washington Corp
Washington
$42K +$42K +500 New
GXMC
935
Global X Management Company
New York
$36K – – –
AF
936
Arrow Financial
New York
$33K – – –
HCM
937
Horrell Capital Management
Arkansas
$29K – – –
TFO
938
Tarbox Family Office
California
$25K +$25K +300 New
EU
939
Emory University
Georgia
$23K – – –
MBT
940
Monroe Bank & Trust
Michigan
$21K – – –
SFSIG
941
San Francisco Sentry Investment Group
California
$21K – – –
FMB
942
Field & Main Bank
Kentucky
$21K +$21K +250 New
BBPWM
943
Blue Bell Private Wealth Management
Pennsylvania
$21K +$21K +250 New
FBT
944
Founders Bank & Trust
Michigan
$21K +$21K +2,900 New
AWS
945
Aris Wealth Services
Pennsylvania
$19K +$19K +230 New
HDIM
946
Hanson & Doremus Investment Management
Vermont
$13K – – –
OC
947
Oakworth Capital
Alabama
$13K +$13K +150 New
TSW
948
Thompson Siegel & Walmsley
Virginia
$12K – – –
AC
949
Alexandria Capital
Virginia
$12K – – –
TWA
950
TCI Wealth Advisors
Arizona
$11K – – –
36 37
38
39 40