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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 %
RIA
1251
Realta Investment Advisors
Delaware
$1.45M +$125K +518 +9%
ECM
1252
Evergreen Capital Management
Washington
$1.45M -$455K -1,884 -24%
PCM
1253
Princeton Capital Management
New Jersey
$1.45M +$26.1K +96 +2%
CCP
1254
Cardan Capital Partners
Colorado
$1.45M +$24.2K +100 +2%
JCM
1255
Jacobi Capital Management
Pennsylvania
$1.45M -$58K -240 -4%
MCPPUI
1256
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$1.45M +$1.45M +5,983 New
NHC
1257
Nicholas Hoffman & Company
Georgia
$1.44M -$42.8K -177 -3%
VWA
1258
V Wealth Advisors
Kansas
$1.44M +$847K +3,508 +143%
KA
1259
Klingman & Associates
New York
$1.44M -$85.8K -355 -6%
HIIFS
1260
Harel Insurance Investments & Financial Services
Israel
$1.44M -$81.9K -339 -5%
OIS
1261
Okabena Investment Services
Minnesota
$1.44M +$451K +1,866 +46%
FMWA
1262
Forvis Mazars Wealth Advisors
Missouri
$1.43M +$264K +1,093 +23%
NBG
1263
Nancy B. Gardiner
$1.43M -$79.7K -330 -5%
ACS
1264
Archford Capital Strategies
Illinois
$1.43M +$330K +1,366 +30%
IWA
1265
Inspirion Wealth Advisors
Illinois
$1.43M -$48.3K -200 -3%
LSCM
1266
Light Street Capital Management
California
$1.43M +$1.43M +5,900 New
FUBT
1267
First United Bank & Trust
Maryland
$1.42M +$118K +488 +9%
BDF
1268
Balasa Dinverno & Foltz
$1.42M -$115K -476 -7%
PP
1269
Pegasus Partners
Wisconsin
$1.41M +$373K +1,543 +36%
CCA
1270
Cobblestone Capital Advisors
New York
$1.41M -$59.2K -245 -4%
ARMT
1271
Amica Retiree Medical Trust
Rhode Island
$1.41M +$436K +1,806 +45%
ATPW
1272
Ashton Thomas Private Wealth
Arizona
$1.4M +$191K +791 +16%
PFM
1273
Patton Fund Management
Texas
$1.4M -$1.41M -5,827 -50%
EFSCE
1274
Enterprise Financial Services Corp (EFSC)
Missouri
$1.4M -$22.5K -93 -2%
BO
1275
BRR OpCo
Ohio
$1.4M +$468K +1,935 +50%
49 50
51
52 53