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Mastercard
MA

Overview Fund Activity

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$766M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$535M
3
VVP
Vulcan Value Partners
Alabama
+$312M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$310M
5
AAMU
Amundi Asset Management US
Massachusetts
+$262M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$696M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Osaic Holdings
Osaic Holdings
Arizona
-$384M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
1151
Knights of Columbus Asset Advisors
Connecticut
$2.45M -$4.28M -14,480 -64%
IMOV
1152
Investment Management of Virginia
Virginia
$2.44M -$126K -425 -5%
SEEDPG
1153
S.E.E.D. Planning Group
New York
$2.43M +$247K +834 +11%
CWP
1154
CFM Wealth Partners
Texas
$2.42M +$25.1K +85 +1%
SF
1155
Symphony Financial
Texas
$2.41M +$687K +2,322 +40%
GC
1156
Giverny Capital
Quebec, Canada
$2.41M +$1.84M +6,210 +320%
QP
1157
Quilter Plc
United Kingdom
$2.4M +$188K +635 +8%
FMLI
1158
Fukoku Mutual Life Insurance
Japan
$2.4M +$562K +1,900 +31%
WWM
1159
Western Wealth Management
Colorado
$2.4M +$233K +789 +11%
MYIA
1160
Mount Yale Investment Advisors
Colorado
$2.37M -$388K -1,311 -14%
SACTSONJ
1161
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.37M – – –
PCR
1162
Potrero Capital Research
California
$2.37M +$2.37M +8,000 New
Kayne Anderson Rudnick Investment Management
1163
Kayne Anderson Rudnick Investment Management
California
$2.35M +$647K +2,187 +38%
PFP
1164
Pinnacle Financial Partners
Tennessee
$2.35M +$199K +673 +9%
CA
1165
Cornerstone Advisory
Maryland
$2.35M +$931K +3,150 +66%
AIC
1166
Ameritas Investment Company
Nebraska
$2.35M -$29K -98 -1%
AA
1167
Altman Advisors
Illinois
$2.34M -$78.1K -264 -3%
WLPWM
1168
Walled Lake Planning & Wealth Management
Illinois
$2.34M +$2.07K +7 +0.1%
MLIC
1169
Mandatum Life Insurance Company
Finland
$2.33M – – –
GAM
1170
Garrison Asset Management
Arkansas
$2.33M +$2.33M +7,862 New
LBD
1171
Landsberg Bennett & Dubbaneh
Florida
$2.31M +$1.76M +6,023 +325%
BEC
1172
Blue Edge Capital
Virginia
$2.3M +$267K +904 +13%
CRC
1173
Curi RMB Capital
Illinois
$2.3M -$385K -1,302 -14%
FSA
1174
Fort Sheridan Advisors
Illinois
$2.29M -$38.4K -130 -2%
GC
1175
Grimes & Company
Massachusetts
$2.28M -$107K -361 -4%
45 46
47
48 49