Mastercard
1,082 hedge funds and large institutions have $74.8B invested in Mastercard in 2014 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 400 increasing their positions, 405 reducing their positions, and 56 closing their positions.
198% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 56
29% more funds holding in top 10
Funds holding in top 10: 85 → 110 (+25)
17% more capital invested
Capital invested by funds: $63.8B → $74.8B (+$11B)
10% more funds holding
Funds holding: 984 → 1,082 (+98)
0.51% more ownership
Funds ownership: 77.57% → 78.08% (+0.51%)
1% less repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 405
22% less call options, than puts
Call options by funds: $988M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$425M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$404M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$401M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$193M |
| 5 |
SIG
Senator Investment Group
New York
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$714M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$297M |
| 3 |
Jennison Associates
New York
|
-$202M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$191M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$146M |
MA Hedge Fund Activity: Q4 2014 in Review
1,082 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2014, worth a combined $74.8B — up 17% from $63.8B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new MA positions and 56 closed out — a net gain of 111 holders — while 400 added to existing stakes and 405 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $425M. The largest seller was Viking Global Investors, cutting an estimated $714M.
- 1,082 institutional investors held Mastercard (MA) as of Q4 2014, up from 984 in Q3 2014.
- Funds reported $74.8B of Mastercard stock for Q4 2014, up 17% quarter-over-quarter.
- 167 funds opened new Mastercard positions in Q4 2014 and 56 closed out, a net change of +111 holders.
- The largest Mastercard buyer in Q4 2014 was Fidelity Investments, an estimated $425M added.
- The largest Mastercard seller in Q4 2014 was Viking Global Investors, an estimated $714M sold.
Based on aggregated 13F filings for Q4 2014.