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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 %
HCM
1301
Howland Capital Management
Massachusetts
$1.68M +$68.3K +231 +4%
SIA
1302
Starfire Investment Advisers
Michigan
$1.67M – – –
NIA
1303
Northstar Investment Advisors
Colorado
$1.67M +$29.6K +100 +2%
IPW
1304
Inlet Private Wealth
Florida
$1.67M +$8.87K +30 +0.5%
SBL
1305
Sargent Bickham Lagudis
Colorado
$1.66M +$63K +213 +4%
GSBTD
1306
Glenview State Bank Trust Department
Illinois
$1.65M +$51.7K +175 +3%
PLFAM
1307
Pineno Levin & Ford Asset Management
Virginia
$1.65M – – –
PCS
1308
Personal CFO Solutions
New Jersey
$1.64M +$126K +426 +8%
JCM
1309
Jacobi Capital Management
Pennsylvania
$1.64M -$132K -445 -7%
PWPS
1310
Pinnacle Wealth Planning Services
Ohio
$1.63M -$148K -500 -8%
AP
1311
Appleton Partners
Massachusetts
$1.63M +$5.62K +19 +0.3%
DBT
1312
Dubuque Bank & Trust
Iowa
$1.62M -$6.21K -21 -0.4%
BDF
1313
Balasa Dinverno & Foltz
$1.62M -$122K -412 -7%
LNB
1314
Ledyard National Bank
$1.61M -$34.3K -116 -2%
MFG
1315
Merit Financial Group
Georgia
$1.61M +$145K +492 +10%
RCM
1316
Riverpark Capital Management
New York
$1.61M -$1.62M -5,487 -50%
PWM
1317
Peterson Wealth Management
Nevada
$1.61M -$782K -2,645 -33%
NWP
1318
Northstar Wealth Partners
Connecticut
$1.61M +$106K +359 +7%
SFSIG
1319
San Francisco Sentry Investment Group
California
$1.59M -$38.7K -131 -2%
CWM
1320
Centric Wealth Management
Illinois
$1.59M +$69.2K +234 +5%
GFP
1321
Gryphon Financial Partners
Ohio
$1.57M -$75.7K -256 -5%
IMRF
1322
Illinois Municipal Retirement Fund
Illinois
$1.57M -$709K -2,398 -31%
FHA
1323
Flagship Harbor Advisors
Massachusetts
$1.57M +$84.3K +285 +6%
PCM
1324
Princeton Capital Management
New Jersey
$1.57M -$5.91K -20 -0.4%
AIM
1325
Aigen Investment Management
New York
$1.56M +$1.56M +5,271 New
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