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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 %
PI
976
PFS Investments
Georgia
$3.04M +$1.33M +5,509 +78%
BG
977
Bahl & Gaynor
Ohio
$3.02M +$170K +702 +6%
JI
978
Jeereddi Investments
California
$3.02M – – –
First Manhattan
979
First Manhattan
New York
$3.01M +$466K +1,928 +18%
IWA
980
IBEX Wealth Advisors
New Jersey
$3.01M -$1.85M -7,677 -38%
AWM
981
Altavista Wealth Management
North Carolina
$3M +$484K +2,002 +19%
BFEC
982
Benjamin F. Edwards & Company
Missouri
$2.99M -$61.6K -255 -2%
LW
983
Linscomb Wealth
Texas
$2.98M +$105K +435 +4%
WP
984
WMS Partners
Maryland
$2.98M -$121K -500 -4%
CC
985
Copperleaf Capital
North Carolina
$2.97M -$300K -1,243 -9%
BCM
986
Brown Capital Management
Maryland
$2.96M -$76.8K -318 -3%
TF
987
Tompkins Financial
New York
$2.96M -$138K -570 -4%
GD
988
Grandfield & Dodd
New York
$2.93M +$105K +436 +4%
FCIM
989
Fairview Capital Investment Management
California
$2.92M -$181K -750 -6%
MCWS
990
McKinley Carter Wealth Services
West Virginia
$2.92M +$548K +2,268 +23%
SS
991
Simplicity Solutions
Minnesota
$2.91M +$322K +1,332 +12%
DRD
992
Dennis R. Delaney
$2.91M -$214K -886 -7%
HAG
993
HighPoint Advisor Group
Illinois
$2.88M -$699K -2,701 -20%
Cerity Partners
994
Cerity Partners
New York
$2.87M +$49.8K +206 +2%
GC
995
GFG Capital
Florida
$2.87M +$161K +665 +6%
YWP
996
YorkBridge Wealth Partners
New York
$2.87M -$188K -780 -6%
AAMA
997
Advanced Asset Management Advisors
Ohio
$2.85M – – –
FCM
998
Fairbanks Capital Management
California
$2.84M +$1.93M +7,991 +212%
PNAA
999
Pictet North America Advisors
Switzerland
$2.84M +$57.3K +237 +2%
SFFS
1000
Stonehage Fleming Financial Services
Jersey
$2.83M -$538K -2,227 -16%
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40
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