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Mastercard
MA

Overview Fund Activity

2,467 hedge funds and large institutions have $264B invested in Mastercard in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,054 increasing their positions, 933 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,467
Holders Change
+31
Holders Change %
+1.27%
% of All Funds
43.44%
Holding in Top 10
301
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-9.88%
% of All Funds
5.3%
New
174
Increased
1,054
Reduced
933
Closed
119
Calls
$4.14B
Puts
$3.05B
Net Calls
+$1.09B
Net Calls Change
+$1.34B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$808M
2
Capital International Investors
Capital International Investors
California
+$790M
3
MAM
Magellan Asset Management
Australia
+$659M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
5
Morgan Stanley
Morgan Stanley
New York
+$499M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.34B
2
GQG Partners
GQG Partners
Florida
-$727M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$405M
4
MCM
Melvin Capital Management
New York
-$394M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1176
Cullinan Associates
Kentucky
$3.08M +$71.2K +200 +2%
SMG
1177
Spectrum Management Group
Indiana
$3.07M -$1.03M -2,884 -25%
GLA
1178
Great Lakes Advisors
Illinois
$3.07M -$504K -1,415 -14%
GIA
1179
GHP Investment Advisors
Colorado
$3.07M -$59.1K -166 -2%
BFA
1180
Beaumont Financial Advisors
Massachusetts
$3.07M -$23.1K -65 -0.7%
OSIA
1181
O'Shares Investment Advisers
Massachusetts
$3.05M -$9.61K -27 -0.3%
CAM
1182
Covenant Asset Management
New Jersey
$3.05M +$3.05M +8,551 New
CPA
1183
Clear Perspective Advisors
Illinois
$3.03M -$320K -899 -10%
GTAM
1184
Global Trust Asset Management
Florida
$3.02M -$333K -936 -10%
HW
1185
Hancock Whitney
Mississippi
$3.02M +$13.2K +37 +0.4%
NC
1186
NovaPoint Capital
Georgia
$3.01M -$32.4K -91 -1%
BSW
1187
Buckingham Strategic Wealth
Missouri
$3.01M -$191K -536 -6%
CCA
1188
Checchi Capital Advisers
California
$2.99M +$36K +101 +1%
AWM
1189
Apollon Wealth Management
South Carolina
$2.97M +$1.22M +3,432 +70%
IWM
1190
IHT Wealth Management
Illinois
$2.97M +$16.4K +46 +0.6%
Koshinski Asset Management
1191
Koshinski Asset Management
Illinois
$2.95M +$257K +723 +10%
LNC
1192
Lincoln National Corp
Pennsylvania
$2.95M -$433K -1,215 -13%
CWM
1193
Circle Wealth Management
New Jersey
$2.91M -$1M -2,813 -26%
PHM
1194
Prospect Hill Management
New Jersey
$2.9M -$1.07K -3 -0%
VIM
1195
Vancity Investment Management
British Columbia, Canada
$2.89M +$151K +423 +6%
LS
1196
Leelyn Smith
Illinois
$2.88M +$124K +347 +4%
FMWA
1197
Forvis Mazars Wealth Advisors
Missouri
$2.87M -$908K -2,550 -24%
MCA
1198
Morris Capital Advisors
Pennsylvania
$2.87M -$84K -236 -3%
GCM
1199
Gables Capital Management
Florida
$2.85M -$107K -300 -4%
FSA
1200
Fort Sheridan Advisors
Illinois
$2.85M +$157K +440 +6%
46 47
48
49 50