MA icon

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 %
IFWM
1051
Institute for Wealth Management
Colorado
$1.35M +$1.35M +7,167 New
AIM
1052
Anchor Investment Management
South Carolina
$1.34M +$4.72K +25 +0.4%
AWM
1053
Altium Wealth Management
New York
$1.34M +$80.9K +429 +6%
CIM
1054
CIM Investment Management
Pennsylvania
$1.34M -$14.5K -77 -1%
MGIA
1055
Moneta Group Investment Advisors
Missouri
$1.33M -$1.8M -9,537 -57%
GCP
1056
GSA Capital Partners
United Kingdom
$1.33M -$125K -661 -9%
CBT
1057
Capital Bank & Trust
California
$1.32M -$11.1K -59 -0.8%
SAM
1058
Silphium Asset Management
United Kingdom
$1.32M +$896K +4,750 +212%
S
1059
SignatureFD
Georgia
$1.31M +$14.5K +77 +1%
BFM
1060
Boothbay Fund Management
New York
$1.31M +$549K +2,908 +72%
CCM
1061
Cohen Capital Management
California
$1.3M – – –
CFS
1062
CRA Financial Services
New Jersey
$1.3M +$1.3M +6,870 New
BFG
1063
Beacon Financial Group
Texas
$1.28M -$63.5K -341 -5%
TRAM
1064
Tuscan Ridge Asset Management
Illinois
$1.27M +$1.27M +6,750 New
MC
1065
Martin & Co
Tennessee
$1.27M -$9.43K -50 -0.7%
ACP
1066
Aviance Capital Partners
Florida
$1.25M +$80.1K +425 +7%
KA
1067
Kaizen Advisory
Illinois
$1.25M -$126K -667 -9%
DBRC
1068
D.B. Root & Company
Pennsylvania
$1.25M +$2.83K +15 +0.2%
BTW
1069
Boston Trust Walden
Massachusetts
$1.24M – – –
GLA
1070
Good Life Advisors
Pennsylvania
$1.23M +$164K +871 +15%
SGCA
1071
Steel Grove Capital Advisors
Tennessee
$1.23M -$17.4K -92 -1%
ZB
1072
Zions Bancorporation
Utah
$1.23M +$92.7K +491 +8%
MWVC
1073
Morgens Waterfall Vintiadis & Co
New York
$1.23M – – –
LC
1074
Lourd Capital
California
$1.23M +$9.06K +48 +0.7%
BEC
1075
Blue Edge Capital
Virginia
$1.22M +$15.3K +81 +1%
41 42
43
44 45