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Mastercard
MA

Overview Fund Activity

1,782 hedge funds and large institutions have $145B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 655 increasing their positions, 694 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+48
Holders Change %
+2.77%
% of All Funds
39.77%
Holding in Top 10
231
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.23%
% of All Funds
5.16%
New
206
Increased
655
Reduced
694
Closed
139
Calls
$1.33B
Puts
$1.49B
Net Calls
-$162M
Net Calls Change
-$239M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$555M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$420M
3
Capital World Investors
Capital World Investors
California
+$291M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$259M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$238M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$358M
2
Harris Associates
Harris Associates
Illinois
-$340M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
4
JSP
Jackson Square Partners
California
-$273M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1001
Evergreen Capital Management
Washington
$1.6M +$313K +1,660 +24%
BSPF
1002
British Steel Pension Fund
United Kingdom
$1.59M +$1.59M +7,157 New
GCA
1003
Genesee Capital Advisors
New York
$1.58M +$1.58M +8,355 New
GTAM
1004
Global Trust Asset Management
Florida
$1.57M -$670K -3,552 -30%
EWM
1005
Executive Wealth Management
Michigan
$1.56M +$1.56M +8,288 New
FL
1006
Fort LP
Maryland
$1.56M +$661K +3,506 +74%
EWM
1007
Elite Wealth Management
Washington
$1.55M +$2.26K +12 +0.1%
MC
1008
Machina Capital
France
$1.54M +$1.54M +8,171 New
WCM
1009
Weatherstone Capital Management
Colorado
$1.54M +$714K +3,498 +87%
CRC
1010
Curi RMB Capital
Illinois
$1.53M +$86K +456 +6%
CI
1011
Cavalier Investments
Georgia
$1.53M – – –
BP
1012
Ballentine Partners
Massachusetts
$1.52M -$63.4K -336 -4%
HI
1013
Human Investing
Oregon
$1.52M +$1.52M +8,076 New
SCA
1014
Snowden Capital Advisors
New York
$1.52M +$20.4K +108 +1%
AWM
1015
Alterna Wealth Management
Texas
$1.52M +$1.52M +10,976 New
RCAG
1016
Rehmann Capital Advisory Group
Michigan
$1.52M -$27.5K -146 -2%
BWA
1017
BDO Wealth Advisors
Florida
$1.51M -$47K -249 -3%
WIP
1018
Wellesley Investment Partners
Massachusetts
$1.51M -$21.9K -116 -1%
NBG
1019
Nancy B. Gardiner
$1.5M -$73.4K -389 -5%
FPA
1020
First Pacific Advisors
California
$1.5M +$425K +2,250 +39%
PAM
1021
Peak Asset Management
Colorado
$1.5M +$102K +540 +7%
HAG
1022
HighPoint Advisor Group
Illinois
$1.49M +$276K +1,253 +23%
SSWM
1023
Sheets Smith Wealth Management
North Carolina
$1.47M -$566 -3 -0%
ACM
1024
Alpha Capital Management
Texas
$1.47M -$51.1K -271 -3%
MAFM
1025
Mid Atlantic Financial Management
Pennsylvania
$1.47M +$1.47M +7,770 New
39 40
41
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