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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 %
NPF
1326
Norris Perne & French
Michigan
$1.55M +$1.55M +5,241 New
WPW
1327
Waldron Private Wealth
Pennsylvania
$1.54M +$71K +240 +5%
GPA
1328
Garrison Point Advisors
California
$1.54M +$25.1K +85 +2%
CCA
1329
Cobblestone Capital Advisors
New York
$1.53M -$197K -665 -11%
AIC
1330
Ayalon Insurance Company
Israel
$1.53M +$24.1K +80 +2%
APP
1331
Avantax Planning Partners
Iowa
$1.52M +$411K +1,390 +37%
RWA
1332
Ropes Wealth Advisors
Massachusetts
$1.52M +$126K +426 +9%
KCM
1333
Kendall Capital Management
Maryland
$1.52M -$11.8K -40 -0.8%
FAIM
1334
Financial Advocates Investment Management
Washington
$1.52M +$230K +778 +18%
S
1335
SimplyRich
California
$1.51M – – –
OIA
1336
OneDigital Investment Advisors
Kansas
$1.51M +$51.7K +175 +4%
VC
1337
Veracity Capital
Georgia
$1.51M -$170K -574 -10%
IIM
1338
Intact Investment Management
Quebec, Canada
$1.51M +$798K +2,700 +113%
PC
1339
Permit Capital
Pennsylvania
$1.49M – – –
CIA
1340
CSat Investment Advisory
Michigan
$1.49M -$373K -1,262 -20%
SAM
1341
Silvercrest Asset Management
New York
$1.49M -$580K -1,962 -28%
AWA
1342
Arete Wealth Advisors
Illinois
$1.48M +$37.9K +128 +3%
LA
1343
LVW Advisors
New York
$1.47M +$217K +734 +17%
EWA
1344
Exencial Wealth Advisors
Oklahoma
$1.47M +$673K +2,276 +84%
EH
1345
Equitable Holdings
New York
$1.47M +$303K +1,024 +26%
Two Sigma Investments
1346
Two Sigma Investments
New York
$1.47M -$2.34M -7,909 -61%
Wealth Enhancement Advisory Services
1347
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$1.46M +4,667 New
BCWM
1348
Blue Chip Wealth Management
Florida
$1.46M +$43.8K +148 +3%
KA
1349
Kovack Advisors
Florida
$1.45M -$357K -1,206 -20%
BSAM
1350
Blue Square Asset Management
New York
$1.45M +$1.45M +4,893 New
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