MA icon

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 %
FLPIM
1326
F.L. Putnam Investment Management
Massachusetts
$1.19M +$988K +4,089 +481%
OIA
1327
OneDigital Investment Advisors
Kansas
$1.19M +$192K +795 +19%
NIT
1328
NumerixS Investment Technologies
British Columbia, Canada
$1.18M -$2.03M -8,409 -63%
LSV Asset Management
1329
LSV Asset Management
Illinois
$1.18M -$24.1K -100 -2%
AWA
1330
Arete Wealth Advisors
Illinois
$1.18M +$532K +2,204 +82%
MTCM
1331
Mint Tower Capital Management
Netherlands
$1.17M +$1.17M +4,844 New
PWP
1332
Principle Wealth Partners
Connecticut
$1.17M -$9.66K -40 -0.8%
DWM
1333
Doyle Wealth Management
Florida
$1.16M -$18.1K -75 -2%
AIMCA
1334
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.16M -$30M -124,300 -96%
CA
1335
Cornerstone Advisory
Maryland
$1.16M +$911K +3,772 +372%
TI
1336
Tidal Investments
Wisconsin
$1.15M +$41.8K +173 +4%
BCWM
1337
Blue Chip Wealth Management
Florida
$1.15M -$229K -947 -17%
RPC
1338
Rossmore Private Capital
Connecticut
$1.15M +$670K +2,775 +139%
ADL
1339
Asset Dedication LLC
California
$1.15M +$27.9K +115 +2%
CF
1340
Centaurus Financial
California
$1.15M -$2.42K -10 -0.2%
DC
1341
DeDora Capital
California
$1.14M -$77.8K -322 -6%
Voloridge Investment Management
1342
Voloridge Investment Management
Florida
$1.14M +$1.14M +4,730 New
AIC
1343
Ayalon Insurance Company
Israel
$1.14M -$58.3K -255 -5%
SAM
1344
S.A. Mason
Michigan
$1.14M +$6.28K +26 +0.6%
RWA
1345
Ropes Wealth Advisors
Massachusetts
$1.14M +$26.6K +110 +2%
GA
1346
Geller Advisors
New York
$1.13M +$1.69K +7 +0.1%
LCM
1347
Liberty Capital Management
Michigan
$1.13M -$3.62K -15 -0.3%
KC
1348
Knuff & Co
California
$1.12M +$304K +1,260 +37%
APW
1349
Aurora Private Wealth
New Jersey
$1.12M +$577K +2,389 +106%
LP
1350
LGL Partners
Pennsylvania
$1.11M +$169K +700 +18%
52 53
54
55 56