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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 %
SNT
951
Security National Trust
West Virginia
$4.12M -$14.8K -50 -0.4%
CI
952
Conning Inc
Connecticut
$4.11M -$223K -753 -5%
KAM
953
Karani Asset Management
New York
$4.1M +$1.14M +3,860 +39%
ISL
954
Ingalls & Snyder LLC
New York
$4.09M -$76.9K -260 -2%
CC
955
Cedar Capital
Illinois
$4.09M -$688K -2,327 -14%
HI
956
Horizon Investments
North Carolina
$4.07M +$1.53M +5,175 +60%
CWM
957
Cordatus Wealth Management
Pennsylvania
$4.04M -$101K -341 -2%
1SB
958
1ST Source Bank
Indiana
$4.03M -$155K -523 -4%
SMG
959
Spectrum Management Group
Indiana
$4.03M -$296 -1 -0%
IRAG
960
Investment Research & Advisory Group
Georgia
$4.03M -$82.7K -281 -2%
MMG
961
Monetary Management Group
Missouri
$4.02M -$429K -1,450 -10%
YWP
962
YorkBridge Wealth Partners
New York
$4.01M +$504K +1,706 +14%
EP
963
Edgestream Partners
New Jersey
$4M +$3.44M +11,638 +616%
KI
964
Kapitalo Investimentos
Brazil
$4M +$4M +13,512 New
SH
965
Svenska Handelsbanken
Sweden
$3.99M – – –
AWM
966
Avior Wealth Management
Nebraska
$3.96M +$92.8K +314 +2%
1C
967
1623 Capital
Virginia
$3.95M +$520K +1,759 +15%
MIAN
968
Mariner Independent Advisor Network
Kansas
$3.93M -$3.62M -11,982 -48%
CA
969
Clearstead Advisors
Ohio
$3.93M +$1.18M +3,991 +43%
FCM
970
Fairbanks Capital Management
California
$3.92M +$79.3K +243 +2%
CAL
971
Capital Analysts LLC
Pennsylvania
$3.92M -$341K -1,153 -8%
AFC
972
AFT Forsyth & Company
Florida
$3.92M -$112K -380 -3%
OAM
973
Origin Asset Management
United Kingdom
$3.9M -$3.84M -13,000 -50%
FPB
974
First PREMIER Bank
South Dakota
$3.88M +$14.8K +50 +0.4%
MCA
975
Mercer Capital Advisers
New Jersey
$3.88M -$104K -353 -3%
37 38
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