Mastercard
962 hedge funds and large institutions have $75.3B invested in Mastercard in 2013 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 306 increasing their positions, 393 reducing their positions, and 45 closing their positions.
200% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 45
35% more funds holding in top 10
Funds holding in top 10: 95 → 128 (+33)
21% more capital invested
Capital invested by funds: $62.2B → $75.3B (+$13.1B)
9% more funds holding
Funds holding: 885 → 962 (+77)
3.94% less ownership
Funds ownership: 799.63% → 795.69% (-3.9%)
22% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 393
29% less call options, than puts
Call options by funds: $1.97B | Put options by funds: $2.77B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
+$228M |
| 2 |
BSA
Braun Stacey Associates
New York
|
+$218M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$191M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$186M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$246M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$234M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$212M |
| 4 |
TCM
Tran Capital Management
San Rafael,
California
|
-$198M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$160M |
MA Hedge Fund Activity: Q4 2013 in Review
962 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2013, worth a combined $75.3B — up 21% from $62.2B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MA positions and 45 closed out — a net gain of 90 holders — while 306 added to existing stakes and 393 trimmed.
The largest buyer was Horizon Kinetics, adding an estimated $228M. The largest seller was JP Morgan Chase, cutting an estimated $246M.
- 962 institutional investors held Mastercard (MA) as of Q4 2013, up from 885 in Q3 2013.
- Funds reported $75.3B of Mastercard stock for Q4 2013, up 21% quarter-over-quarter.
- 135 funds opened new Mastercard positions in Q4 2013 and 45 closed out, a net change of +90 holders.
- The largest Mastercard buyer in Q4 2013 was Horizon Kinetics, an estimated $228M added.
- The largest Mastercard seller in Q4 2013 was JP Morgan Chase, an estimated $246M sold.
Based on aggregated 13F filings for Q4 2013.