Mastercard
2,448 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 320 funds opening new positions, 1,008 increasing their positions, 849 reducing their positions, and 99 closing their positions.
223% more first-time investments, than exits
New positions opened: 320 | Existing positions closed: 99
19% more repeat investments, than reductions
Existing positions increased: 1,008 | Existing positions reduced: 849
8% more funds holding
Funds holding: 2,257 → 2,448 (+191)
6% more capital invested
Capital invested by funds: $253B → $267B (+$14.5B)
5% more funds holding in top 10
Funds holding in top 10: 321 → 337 (+16)
0.1% more ownership
Funds ownership: 75.33% → 75.43% (+0.1%)
5% less call options, than puts
Call options by funds: $4.28B | Put options by funds: $4.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$726M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$648M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$476M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$352M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$321M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.1B |
| 2 |
Jennison Associates
New York
|
-$968M |
| 3 |
State Street
Boston,
Massachusetts
|
-$452M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$439M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$384M |
MA Hedge Fund Activity: Q4 2020 in Review
2,448 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2020, worth a combined $267B — up 5.7% from $253B a quarter earlier.
Buyers outnumbered sellers: 320 funds opened new MA positions and 99 closed out — a net gain of 221 holders — while 1,008 added to existing stakes and 849 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $726M. The largest seller was Fidelity Investments, cutting an estimated $2.1B.
- 2,448 institutional investors held Mastercard (MA) as of Q4 2020, up from 2,257 in Q3 2020.
- Funds reported $267B of Mastercard stock for Q4 2020, up 5.7% quarter-over-quarter.
- 320 funds opened new Mastercard positions in Q4 2020 and 99 closed out, a net change of +221 holders.
- The largest Mastercard buyer in Q4 2020 was Morgan Stanley, an estimated $726M added.
- The largest Mastercard seller in Q4 2020 was Fidelity Investments, an estimated $2.1B sold.
Based on aggregated 13F filings for Q4 2020.