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 %
HAI
1176
Hennessy Advisors Inc
California
$1.76M -$731K -3,027 -29%
PFP
1177
Pinnacle Financial Partners
Tennessee
$1.76M +$40.1K +166 +2%
SFA
1178
Semmax Financial Advisors
North Carolina
$1.74M +$73.4K +304 +4%
PA
1179
Paragon Advisors
Texas
$1.74M -$358K -1,483 -17%
CGL
1180
Clarius Group LLC
Washington
$1.73M +$261K +1,080 +18%
OGC
1181
Oak Grove Capital
New Hampshire
$1.72M +$515K +2,131 +43%
DBRC
1182
D.B. Root & Company
Pennsylvania
$1.71M +$452K +1,870 +36%
BWA
1183
BDO Wealth Advisors
Florida
$1.71M +$136K +563 +9%
KWM
1184
Kingsview Wealth Management
Oregon
$1.7M -$3.37M -13,954 -66%
AWM
1185
Arbor Wealth Management
Florida
$1.7M +$1.3M +5,394 +327%
SFA
1186
Sequoia Financial Advisors
Ohio
$1.69M +$9.18K +38 +0.5%
SAM
1187
Silvercrest Asset Management
New York
$1.69M +$1.01M +4,176 +149%
PP
1188
Patten & Patten
Tennessee
$1.68M +$60.4K +250 +4%
CWM
1189
Cornerstone Wealth Management
Missouri
$1.67M -$64.5K -267 -4%
CIM
1190
CIM Investment Management
Pennsylvania
$1.66M +$46.6K +193 +3%
BEC
1191
Blue Edge Capital
Virginia
$1.66M +$519K +2,149 +45%
VCP
1192
Verus Capital Partners
Arizona
$1.66M +$33.8K +140 +2%
ANRIA
1193
American National Registered Investment Advisor
Texas
$1.66M – – –
CCM
1194
Cohen Capital Management
California
$1.65M -$1.93K -8 -0.1%
BAC
1195
Boys Arnold & Co
North Carolina
$1.65M -$210K -870 -11%
SSWM
1196
Sheets Smith Wealth Management
North Carolina
$1.65M -$213K -883 -11%
IWC
1197
Integrated Wealth Concepts
Massachusetts
$1.64M -$55.1K -228 -3%
CFS
1198
CRA Financial Services
New Jersey
$1.64M +$38.9K +161 +2%
AC
1199
Avestar Capital
New York
$1.63M +$1.24M +5,130 +321%
LHC
1200
Little House Capital
Massachusetts
$1.62M -$429K -1,774 -21%
46 47
48
49 50