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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 %
PD
1276
Planning Directions
Pennsylvania
$1.4M +$1.4M +5,783 New
Kayne Anderson Rudnick Investment Management
1277
Kayne Anderson Rudnick Investment Management
California
$1.39M +$480K +1,988 +53%
BPA
1278
Beacon Pointe Advisors
California
$1.39M +$1.39M +5,736 New
LSAG
1279
Lake Street Advisors Group
New Hampshire
$1.38M +$136K +564 +11%
VC
1280
Veracity Capital
Georgia
$1.37M -$4.59K -19 -0.3%
SIA
1281
Starfire Investment Advisers
Michigan
$1.37M +$12.1K +50 +0.9%
CWM
1282
Centric Wealth Management
Illinois
$1.36M +$5.56K +21 +0.4%
Kovitz Investment Group Partners
1283
Kovitz Investment Group Partners
Illinois
$1.36M +$175K +726 +15%
EWM
1284
Elmwood Wealth Management
California
$1.36M +$163K +929 +14%
IPW
1285
Inlet Private Wealth
Florida
$1.36M – – –
PLFAM
1286
Pineno Levin & Ford Asset Management
Virginia
$1.35M -$6.04K -25 -0.4%
GFP
1287
Gryphon Financial Partners
Ohio
$1.35M +$14.3K +59 +1%
LNB
1288
Ledyard National Bank
$1.34M -$55.6K -230 -4%
NIA
1289
Northstar Investment Advisors
Colorado
$1.34M +$71.7K +297 +6%
SFSIG
1290
San Francisco Sentry Investment Group
California
$1.33M +$23.2K +96 +2%
DBT
1291
Dubuque Bank & Trust
Iowa
$1.33M +$302K +1,250 +29%
SCC
1292
Steel Canyon Capital
Arizona
$1.33M +$1.33M +5,514 New
Koshinski Asset Management
1293
Koshinski Asset Management
Illinois
$1.33M -$93K -385 -7%
AP
1294
Appleton Partners
Massachusetts
$1.32M +$12.3K +51 +0.9%
HCM
1295
Howland Capital Management
Massachusetts
$1.32M -$53.1K -220 -4%
GLA
1296
Good Life Advisors
Pennsylvania
$1.32M -$163K -676 -11%
LFASL
1297
Lugano Financial Advisors SA (LFA)
Switzerland
$1.32M -$68.6K -217 -5%
CCT
1298
Country Club Trust
Missouri
$1.31M +$108K +425 +9%
ECA
1299
Endeavour Capital Advisors
Connecticut
$1.31M +$1.31M +5,431 New
HH
1300
Hilltop Holdings
Texas
$1.31M -$1.65M -6,834 -56%
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