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Mastercard
MA

Overview Fund Activity

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$779M
2
MCM
Melvin Capital Management
New York
+$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$510M
4
Capital International Investors
Capital International Investors
California
+$378M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$345M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.26B
2
Jennison Associates
Jennison Associates
New York
-$1.04B
3
State Street
State Street
Massachusetts
-$485M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$472M
5
UBS AM
UBS AM
Illinois
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1201
Strategic Advisors
New York
$2.73M -$53.2K -152 -2%
ANB
1202
Amarillo National Bank
Texas
$2.72M – – –
RPC
1203
Rossmore Private Capital
Connecticut
$2.72M – – –
HCM
1204
HMS Capital Management
Tennessee
$2.72M -$203K -569 -7%
MAFM
1205
Mid Atlantic Financial Management
Pennsylvania
$2.72M +$32.5K +91 +1%
PA
1206
Parallel Advisors
California
$2.71M -$888K -2,489 -25%
WI
1207
WrapManager Inc
California
$2.71M +$260K +728 +11%
Koshinski Asset Management
1208
Koshinski Asset Management
Illinois
$2.7M -$44.3K -124 -2%
FSA
1209
Fort Sheridan Advisors
Illinois
$2.7M -$14.3K -40 -0.5%
TWM
1210
Tolleson Wealth Management
Texas
$2.7M -$525K -1,470 -16%
ANTB
1211
AMG National Trust Bank
Colorado
$2.69M +$163K +457 +6%
ACP
1212
Aviance Capital Partners
Florida
$2.69M +$464K +1,300 +21%
SC
1213
Savant Capital
Illinois
$2.69M +$15K +42 +0.6%
GC
1214
Grimes & Company
Massachusetts
$2.69M +$5K +14 +0.2%
DC
1215
DeDora Capital
California
$2.68M +$160K +448 +6%
BTWM
1216
Baker Tilly Wealth Management
Wisconsin
$2.68M +$2.68M +7,500 New
GP
1217
Girard Partners
Pennsylvania
$2.68M -$248K -695 -8%
RBA
1218
Richard Bernstein Advisors
New York
$2.68M – – –
AWA
1219
Aaron Wealth Advisors
Illinois
$2.67M +$2.67M +7,472 New
WCAMG
1220
Woodard & Company Asset Management Group
North Carolina
$2.66M +$365K +1,024 +16%
CIM
1221
Chiron Investment Management
New York
$2.66M -$7.07M -19,815 -73%
TA
1222
Tiedemann Advisors
New York
$2.64M +$64.6K +181 +3%
BEC
1223
Blue Edge Capital
Virginia
$2.64M -$109K -305 -4%
AG
1224
AIA Group
Hong Kong
$2.62M +$2.62M +7,872 New
ST
1225
Spinnaker Trust
Maine
$2.61M – – –
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