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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 %
FMII
1351
Farmers & Merchants Investments Inc
Nebraska
$1.11M +$1.69K +7 +0.2%
CCM
1352
Chilton Capital Management
Texas
$1.1M – – –
MSS
1353
Mitchell Sinkler & Starr
Pennsylvania
$1.1M -$6.77K -28 -0.6%
MTC
1354
McDaniel Terry & Co
Texas
$1.09M -$17.4K -72 -2%
SW
1355
SteelPeak Wealth
California
$1.09M +$86.7K +359 +9%
IEFM
1356
IQ EQ Fund Management
Ireland
$1.09M -$8.46K -35 -0.8%
AC
1357
Aristides Capital
Kentucky
$1.09M +$1.09M +4,500 New
FBT
1358
First Bank & Trust
South Dakota
$1.09M +$794K +3,285 +273%
BWAM
1359
Boyd Watterson Asset Management
Ohio
$1.07M +$42.5K +176 +4%
VPIM
1360
Vanguard Personalized Indexing Management
California
$1.07M +$1.07M +4,440 New
PWMAG
1361
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M +$142K +588 +15%
AIA
1362
Avalon Investment & Advisory
Texas
$1.07M +$218K +904 +26%
ACI
1363
Alpha Cubed Investments
California
$1.06M -$99K -410 -9%
Bank Julius Baer & Co
1364
Bank Julius Baer & Co
Switzerland
$1.06M +$1.06M +4,400 New
FAB
1365
First American Bank
Illinois
$1.06M +$1.06M +4,396 New
RG
1366
Rikoon Group
New Mexico
$1.06M +$46.6K +193 +5%
SAG
1367
Spotlight Asset Group
Illinois
$1.06M -$47.8K -198 -4%
CWP
1368
Capital Wealth Planning
Florida
$1.06M +$3.38K +14 +0.3%
WCM
1369
Whitener Capital Management
North Carolina
$1.05M -$2.42K -10 -0.2%
MCM
1370
Manchester Capital Management
Vermont
$1.05M +$127K +525 +14%
FAIM
1371
Financial Advocates Investment Management
Washington
$1.05M -$40.1K -166 -4%
PSP
1372
Principal Street Partners
Tennessee
$1.05M -$43.3K -179 -4%
RA
1373
Rational Advisors
New York
$1.05M -$1.97M -8,179 -65%
CIA
1374
Choate Investment Advisors
Massachusetts
$1.03M -$15.7K -65 -1%
HI
1375
Handelsinvest Investeringsforvaltning
Denmark
$1.03M – – –
53 54
55
56 57