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Mastercard
MA

Overview Fund Activity

2,121 hedge funds and large institutions have $182B invested in Mastercard in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 897 increasing their positions, 868 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
-17
Holders Change %
-0.8%
% of All Funds
46.85%
Holding in Top 10
318
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
7.02%
New
182
Increased
897
Reduced
868
Closed
174
Calls
$1.94B
Puts
$3.13B
Net Calls
-$1.19B
Net Calls Change
-$391M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$743M
2
VAM
Veritas Asset Management
United Kingdom
+$550M
3
Brown Advisory
Brown Advisory
Maryland
+$521M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$442M
5
Capital International Investors
Capital International Investors
California
+$254M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.21B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$651M
4
Coatue Management
Coatue Management
New York
-$508M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
926
Dynamic Advisor Solutions
Arizona
$3.53M -$204K -846 -5%
ACC
927
Accident Compensation Corp
New Zealand
$3.53M +$1.11M +4,600 +46%
PCM
928
Poehling Capital Management
Wisconsin
$3.53M +$2.37M +9,823 +206%
ACM
929
Ayrshire Capital Management
Connecticut
$3.51M +$137K +569 +4%
AWM
930
Affinity Wealth Management
Delaware
$3.5M -$159K -592 -4%
IAM
931
Impala Asset Management
Florida
$3.48M +$3.48M +14,413 New
CG
932
CFO4Life Group
Texas
$3.48M -$11.6K -48 -0.3%
CAL
933
Capital Analysts LLC
Pennsylvania
$3.48M -$206K -851 -6%
HHAA
934
Henry H. Armstrong Associates
Pennsylvania
$3.47M +$122K +505 +4%
WSC
935
White Square Capital
United Kingdom
$3.45M +$3.45M +14,300 New
GCM
936
Gunderson Capital Management
South Carolina
$3.45M -$608K -2,518 -15%
PGIM
937
Pacific Global Investment Management
California
$3.43M -$461K -1,909 -12%
FVWA
938
Foster Victor Wealth Advisors
South Carolina
$3.42M +$824K +3,357 +32%
1SB
939
1ST Source Bank
Indiana
$3.42M +$252K +1,045 +8%
ISL
940
Ingalls & Snyder LLC
New York
$3.4M -$145K -602 -4%
CWM
941
Cordatus Wealth Management
Pennsylvania
$3.38M -$2.23M -9,224 -40%
SNT
942
Security National Trust
West Virginia
$3.38M +$75.6K +313 +2%
IRAG
943
Investment Research & Advisory Group
Georgia
$3.37M -$29.5K -122 -0.9%
VVP
944
Venture Visionary Partners
Ohio
$3.37M +$52.7K +218 +2%
WC
945
Wexford Capital
Florida
$3.34M -$1.47M -6,065 -30%
DWM
946
Dakota Wealth Management
Florida
$3.34M -$875K -3,622 -21%
AIL
947
AGF Investments LLC
Ontario, Canada
$3.33M -$1.21M -5,000 -27%
M
948
Mirova
France
$3.3M +$51.2K +212 +2%
AFC
949
AFT Forsyth & Company
Florida
$3.29M -$42.3K -175 -1%
SMG
950
Spectrum Management Group
Indiana
$3.29M -$26.6K -110 -0.8%
36 37
38
39 40