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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 %
S
1126
SignatureFD
Georgia
$1.98M +$463K +1,915 +31%
ICM
1127
Intrepid Capital Management
Florida
$1.96M +$1.96M +8,132 New
AIIMS
1128
Analyst IMS Investment Management Services
Israel
$1.96M +$26.8K +111 +1%
SV
1129
Sturgeon Ventures
United Kingdom
$1.96M -$2.55M -10,564 -57%
IA
1130
IndexIQ Advisors
New York
$1.96M +$1.88M +7,796 +2,548%
LOAME
1131
Lombard Odier Asset Management (Europe)
United Kingdom
$1.96M -$335K -1,385 -15%
CWP
1132
CFM Wealth Partners
Texas
$1.96M -$60.9K -252 -3%
PWM
1133
Peterson Wealth Management
Nevada
$1.95M -$875K -3,624 -31%
GC
1134
Grimes & Company
Massachusetts
$1.95M +$3.38K +14 +0.2%
BBNA
1135
Bremer Bank National Association
Minnesota
$1.94M +$71K +294 +4%
CIM
1136
CenturyLink Investment Management
Colorado
$1.94M +$600K +2,485 +45%
AIC
1137
Ameritas Investment Company
Nebraska
$1.94M -$177K -735 -8%
FWIA
1138
Fort Washington Investment Advisors
Ohio
$1.94M +$1.94M +8,016 New
BFA
1139
Brendel Financial Advisors
New Hampshire
$1.93M -$87.9K -364 -4%
SACTSONJ
1140
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.93M – – –
EWM
1141
Executive Wealth Management
Michigan
$1.91M -$363K -1,505 -16%
WLPWM
1142
Walled Lake Planning & Wealth Management
Illinois
$1.91M -$700K -2,896 -27%
MLIC
1143
Mandatum Life Insurance Company
Finland
$1.9M +$2.42K +10 +0.1%
FSA
1144
Fort Sheridan Advisors
Illinois
$1.9M +$41.1K +170 +2%
HW
1145
Hancock Whitney
Mississippi
$1.89M -$121K -502 -6%
SBH
1146
Segall Bryant & Hamill
Illinois
$1.89M -$159K -660 -8%
SW
1147
SlateStone Wealth
Florida
$1.89M +$629K +2,604 +50%
CNC
1148
Citizens & Northern Corp
Pennsylvania
$1.89M +$397K +1,644 +27%
KJHP
1149
K.J. Harrison & Partners
Ontario, Canada
$1.88M +$403K +1,668 +27%
WJWM
1150
Williams Jones Wealth Management
New York
$1.88M -$380K -1,572 -17%
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