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Mastercard
MA

Overview Fund Activity

1,782 hedge funds and large institutions have $145B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 655 increasing their positions, 694 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+48
Holders Change %
+2.77%
% of All Funds
39.77%
Holding in Top 10
231
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.23%
% of All Funds
5.16%
New
206
Increased
655
Reduced
694
Closed
139
Calls
$1.33B
Puts
$1.49B
Net Calls
-$162M
Net Calls Change
-$239M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$555M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$420M
3
Capital World Investors
Capital World Investors
California
+$291M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$259M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$238M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$358M
2
Harris Associates
Harris Associates
Illinois
-$340M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
4
JSP
Jackson Square Partners
California
-$273M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1326
Exencial Wealth Advisors
Oklahoma
$494K +$278K +1,474 +129%
PWMG
1327
Prestige Wealth Management Group
New Jersey
$491K +$491K +2,601 New
MFG
1328
Merit Financial Group
Georgia
$489K -$12.3K -65 -2%
LBC
1329
Lowe Brockenbrough & Co
Virginia
$488K -$5.09K -27 -1%
HBT
1330
Hills Bank & Trust
Iowa
$488K +$290K +1,538 +147%
WA
1331
Wambolt & Associates
Colorado
$488K +$488K +2,589 New
GLI
1332
Guardian Life Insurance
New York
$487K +$1.89K +10 +0.4%
ACI
1333
Alpha Cubed Investments
California
$485K +$18.9K +100 +4%
NB
1334
Nicolet Bankshares
Wisconsin
$484K +$267K +1,414 +123%
MWC
1335
MBM Wealth Consultants
Missouri
$484K +$484K +2,565 New
WCM
1336
Weld Capital Management
New York
$484K +$484K +2,567 New
KPW
1337
Kore Private Wealth
New York
$482K +$482K +2,556 New
HPWM
1338
Highland Private Wealth Management
Washington
$481K +$30.8K +163 +7%
CIA
1339
Capital Investment Advisors
Georgia
$480K +$29.4K +156 +7%
PMFA
1340
Plante Moran Financial Advisors
Michigan
$479K -$29.6K -157 -6%
IIA
1341
IPG Investment Advisors
California
$477K +$148K +783 +45%
SLF
1342
Sun Life Financial
Ontario, Canada
$475K +$2.83K +15 +0.6%
1WA
1343
180 Wealth Advisors
Washington
$473K – – –
GW
1344
GW & Wade
Massachusetts
$471K +$132K +701 +39%
MFBTD
1345
MB Financial Bank - Trust Department
Illinois
$470K -$136K -723 -22%
APP
1346
Avantax Planning Partners
Iowa
$468K +$45.7K +242 +11%
FWM
1347
Foresight Wealth Management
Utah
$468K +$468K +2,483 New
GRP
1348
Global Retirement Partners
California
$467K -$41.1K -218 -8%
QI
1349
Qtron Investments
Massachusetts
$467K +$467K +2,474 New
LSA
1350
L & S Advisors
California
$467K +$467K +2,476 New
52 53
54
55 56