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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 %
HCM
1176
Howland Capital Management
Massachusetts
$861K – – –
WG
1177
Winton Group
United Kingdom
$861K +$473K +2,507 +122%
SIP
1178
Stoneridge Investment Partners
Pennsylvania
$860K +$2.45K +13 +0.3%
RMAM
1179
Raab & Moskowitz Asset Management
New Jersey
$859K – – –
AWM
1180
Aevitas Wealth Management
Massachusetts
$855K -$43K -228 -5%
FMII
1181
Farmers & Merchants Investments Inc
Nebraska
$852K -$943 -5 -0.1%
DI
1182
DFPG Investments
Utah
$852K +$852K +4,517 New
AL
1183
Aspiriant LLC
California
$851K -$83.8K -445 -9%
SC
1184
Savant Capital
Illinois
$849K -$39.6K -210 -4%
CCA
1185
Cobblestone Capital Advisors
New York
$838K -$13.2K -70 -2%
GA
1186
Geller Advisors
New York
$838K – – –
ACS
1187
Archford Capital Strategies
Illinois
$838K +$137K +724 +19%
FANJ
1188
Financial Architects (New Jersey)
New Jersey
$837K -$242K -1,284 -22%
DC
1189
DeDora Capital
California
$834K -$26K -138 -3%
TFS
1190
Thoroughbred Financial Services
Tennessee
$834K +$834K +4,421 New
NPT
1191
Nixon Peabody Trust
Massachusetts
$832K +$45.3K +240 +6%
EFS
1192
Essex Financial Services
Connecticut
$828K -$173K -916 -17%
MSS
1193
Mitchell Sinkler & Starr
Pennsylvania
$828K -$6.6K -35 -0.8%
WCM
1194
Whitener Capital Management
North Carolina
$825K – – –
FAIM
1195
Financial Advocates Investment Management
Washington
$815K -$261K -1,381 -24%
LSAG
1196
Lake Street Advisors Group
New Hampshire
$814K -$7.93K -42 -1%
WP
1197
WealthPLAN Partners
Nebraska
$810K +$26K +117 +3%
ACM
1198
Azimuth Capital Management
Michigan
$806K -$67.9K -360 -8%
CAAS
1199
Capital Asset Advisory Services
Michigan
$806K -$38.7K -205 -5%
CCM
1200
Chilton Capital Management
Texas
$801K +$6.6K +35 +0.8%
46 47
48
49 50