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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 %
SBL
1301
Sargent Bickham Lagudis
Colorado
$1.31M +$1.16M +4,801 +782%
S
1302
SimplyRich
California
$1.31M – – –
GSBTD
1303
Glenview State Bank Trust Department
Illinois
$1.3M -$84.5K -350 -6%
GCM
1304
Gladius Capital Management
Illinois
$1.29M +$1.29M +5,321 New
TFA
1305
Teamwork Financial Advisors
Texas
$1.28M +$824K +3,410 +180%
RHAM
1306
Round Hill Asset Management
California
$1.28M -$15.7K -65 -1%
CST
1307
Charles Schwab Trust
Nevada
$1.28M -$19.3K -80 -1%
EF
1308
Empirical Finance
Pennsylvania
$1.26M +$447K +1,849 +55%
CIP
1309
Convergence Investment Partners
Florida
$1.26M -$414K -1,715 -25%
HI
1310
Human Investing
Oregon
$1.25M -$336K -1,393 -21%
FMT
1311
First Mercantile Trust
Tennessee
$1.25M -$329K -1,363 -21%
KCM
1312
Kendall Capital Management
Maryland
$1.25M +$28.5K +118 +2%
AII
1313
AGF Investments Inc
Ontario, Canada
$1.25M +$1.25M +5,160 New
PCS
1314
Personal CFO Solutions
New Jersey
$1.24M +$1.21K +5 +0.1%
SFPG
1315
Stonebridge Financial Planning Group
Florida
$1.24M -$19K -70 -2%
GPA
1316
Garrison Point Advisors
California
$1.23M -$50.7K -210 -4%
NWP
1317
Northstar Wealth Partners
Connecticut
$1.23M +$26.8K +111 +2%
PC
1318
Permit Capital
Pennsylvania
$1.22M -$169K -700 -12%
FHA
1319
Flagship Harbor Advisors
Massachusetts
$1.21M +$62.1K +257 +5%
LF
1320
Lannebo Fonder
Sweden
$1.21M +$1.21M +5,000 New
HCM
1321
HMS Capital Management
Tennessee
$1.21M -$802K -3,319 -40%
WPW
1322
Waldron Private Wealth
Pennsylvania
$1.2M +$8.21K +34 +0.7%
CFA
1323
Cahill Financial Advisors
Minnesota
$1.2M +$14.5K +60 +1%
MFG
1324
Merit Financial Group
Georgia
$1.2M +$102K +424 +9%
PC
1325
PA Capital
Virginia
$1.19M +$287K +1,189 +32%
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