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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 %
QI
1226
Qtron Investments
Massachusetts
$1.99M -$198K -669 -9%
DCM
1227
Davidson Capital Management
Texas
$1.99M +$132K +448 +7%
LHC
1228
Little House Capital
Massachusetts
$1.99M -$296 -1 -0%
AIA
1229
Avalon Investment & Advisory
Texas
$1.99M +$681K +2,303 +52%
EWM
1230
Elmwood Wealth Management
California
$1.99M -$312K -1,054 -14%
FPA
1231
First Pacific Advisors
California
$1.98M -$237K -800 -11%
WI
1232
WrapManager Inc
California
$1.98M +$132K +445 +7%
Boston Partners
1233
Boston Partners
Massachusetts
$1.97M – – –
FC
1234
Ferris Capital
Massachusetts
$1.97M +$184K +622 +10%
NC
1235
NovaPoint Capital
Georgia
$1.97M +$67.7K +229 +4%
6M
1236
6 Meridian
Kansas
$1.95M -$4.78M -16,164 -71%
ACS
1237
Archford Capital Strategies
Illinois
$1.95M +$208K +702 +12%
EWM
1238
Executive Wealth Management
Michigan
$1.95M -$389K -1,316 -17%
CBB
1239
Citizens Business Bank
California
$1.94M +$104K +350 +6%
SB
1240
Simmons Bank
Arkansas
$1.93M +$142K +480 +8%
CBT
1241
Capital Bank & Trust
California
$1.93M -$7.98K -27 -0.4%
LCM
1242
Legato Capital Management
California
$1.93M +$1.93M +6,509 New
IWA
1243
Inspirion Wealth Advisors
Illinois
$1.92M +$179K +605 +10%
PIC
1244
PCJ Investment Counsel
Ontario, Canada
$1.92M -$517K -1,750 -21%
SOAMC
1245
Spirit of America Management Corp
New York
$1.92M – – –
WCAMG
1246
Woodard & Company Asset Management Group
North Carolina
$1.92M +$89K +301 +5%
SC
1247
Sawyer & Company
Massachusetts
$1.92M +$1.29M +4,365 +207%
HIIFS
1248
Harel Insurance Investments & Financial Services
Israel
$1.91M +$152K +515 +9%
VCA
1249
Verdence Capital Advisors
Maryland
$1.91M +$91.7K +310 +5%
VPIM
1250
Vanguard Personalized Indexing Management
California
$1.89M +$580K +1,963 +44%
48 49
50
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