MA icon

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 %
BHB
1101
Bank Hapoalim BM
Israel
$2.1M +$538K +2,225 +34%
IMOV
1102
Investment Management of Virginia
Virginia
$2.09M -$45.9K -190 -2%
CCA
1103
Checchi Capital Advisers
California
$2.09M -$179K -740 -8%
CBN
1104
Cadence Bank NA
Texas
$2.08M +$500K +2,068 +32%
HCM
1105
Harvey Capital Management
Florida
$2.08M -$725K -3,000 -26%
BPCE
1106
Bank Pictet & Cie (Europe)
Germany
$2.07M -$128K -530 -6%
HI
1107
Horizon Investments
North Carolina
$2.07M +$176K +728 +9%
WIC
1108
Willis Investment Counsel
Georgia
$2.07M +$2.07M +8,580 New
GTAM
1109
Global Trust Asset Management
Florida
$2.07M -$609K -2,404 -23%
ACM
1110
Ativo Capital Management
Illinois
$2.07M +$332K +1,373 +19%
GCM
1111
Gables Capital Management
Florida
$2.07M +$65.4K +271 +3%
KCM
1112
Karp Capital Management
California
$2.07M +$16.4K +68 +0.8%
COI
1113
Connable Office Inc
Michigan
$2.06M +$2.06M +8,511 New
KLI
1114
Kelman-Lazarov Inc
Tennessee
$2.06M -$702K -2,907 -25%
EBT
1115
Enterprise Bank & Trust
Massachusetts
$2.05M -$203K -840 -9%
MAFM
1116
Mid Atlantic Financial Management
Pennsylvania
$2.03M +$170K +705 +9%
AOWM
1117
Alpha Omega Wealth Management
Virginia
$2.02M -$2.42K -10 -0.1%
TCBWMS
1118
Texas Capital Bank Wealth Management Services
Texas
$2.01M -$227K -938 -10%
CCMT
1119
CMT Capital Markets Trading
Germany
$2.01M +$2.01M +8,300 New
FIA
1120
Foundations Investment Advisors
Arizona
$2M +$236K +1,031 +13%
PIC
1121
PCJ Investment Counsel
Ontario, Canada
$1.99M +$302K +1,250 +18%
AC
1122
Arjuna Capital
North Carolina
$1.99M +$1.21K +5 +0.1%
LNC
1123
Lincoln National Corp
Pennsylvania
$1.99M -$158K -654 -7%
CA
1124
Cetera Advisors
Colorado
$1.98M +$294K +1,216 +17%
AA
1125
Altman Advisors
Illinois
$1.98M -$123K -510 -6%
43 44
45
46 47