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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 %
FEM
1351
Fulcrum Equity Management
Texas
$1.44M +$584K +1,976 +69%
CPIG
1352
Chicago Partners Investment Group
Illinois
$1.44M +$838K +2,714 +140%
SFPG
1353
Stonebridge Financial Planning Group
Florida
$1.43M +$52.9K +175 +4%
Kovitz Investment Group Partners
1354
Kovitz Investment Group Partners
Illinois
$1.43M -$235K -795 -14%
ACI
1355
Alpha Cubed Investments
California
$1.43M +$126K +425 +10%
CF
1356
Centaurus Financial
California
$1.42M +$21.9K +74 +2%
PWP
1357
Principle Wealth Partners
Connecticut
$1.42M -$5.62K -19 -0.4%
PWMAG
1358
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M +$113K +381 +9%
BSW
1359
Buckingham Strategic Wealth
Missouri
$1.41M -$444K -1,500 -24%
AF
1360
Allworth Financial
California
$1.41M +$914K +3,090 +184%
PFM
1361
Patton Fund Management
Texas
$1.41M -$303K -1,023 -18%
DWM
1362
Doyle Wealth Management
Florida
$1.4M -$20.1K -68 -1%
FMII
1363
Farmers & Merchants Investments Inc
Nebraska
$1.4M +$40.2K +136 +3%
FBT
1364
First Bank & Trust
South Dakota
$1.39M +$59.7K +202 +4%
IEFM
1365
IQ EQ Fund Management
Ireland
$1.39M +$50.6K +171 +4%
LCM
1366
Liberty Capital Management
Michigan
$1.38M – – –
CIA
1367
Choate Investment Advisors
Massachusetts
$1.37M +$106K +360 +8%
SAM
1368
S.A. Mason
Michigan
$1.37M -$22.2K -75 -2%
FWM
1369
Fairhaven Wealth Management
Illinois
$1.36M +$137K +465 +11%
MSS
1370
Mitchell Sinkler & Starr
Pennsylvania
$1.36M +$10.3K +35 +0.8%
FAB
1371
First American Bank
Illinois
$1.36M +$60K +203 +5%
CCM
1372
Chilton Capital Management
Texas
$1.36M +$7.39K +25 +0.5%
AWA
1373
Arkadios Wealth Advisors
Georgia
$1.36M +$143K +479 +12%
LP
1374
LGL Partners
Pennsylvania
$1.34M -$23.7K -80 -2%
MC
1375
Maverick Capital
Texas
$1.33M +$1.33M +4,511 New
53 54
55
56 57