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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 %
LA
1376
LVW Advisors
New York
$1.03M +$227K +938 +28%
PCM
1377
Prelude Capital Management
New York
$1.03M +$636K +2,632 +163%
PCIA
1378
Prime Capital Investment Advisors
Kansas
$1.03M +$713K +2,952 +229%
MGIA
1379
Moneta Group Investment Advisors
Missouri
$1.02M -$95.4K -395 -9%
HAS
1380
HBW Advisory Services
California
$1.02M -$25.3K -99 -2%
AFM
1381
Anson Funds Management
Texas
$1.02M +$363K +1,500 +56%
TP
1382
Tranquility Partners
Tennessee
$1.01M -$10.6K -44 -1%
PCM
1383
Penserra Capital Management
California
$1.01M -$1.19M -4,290 -54%
EMB
1384
Elefante Mark B
$1.01M -$61.5K -255 -6%
AIC
1385
Archer Investment Corporation
Indiana
$1M +$34.8K +144 +4%
CAN
1386
Claraphi Advisory Network
United States
$1M +$352K +1,458 +54%
FANJ
1387
Financial Architects (New Jersey)
New Jersey
$1M -$132K -546 -12%
FWM
1388
Fairhaven Wealth Management
Illinois
$1M +$135K +558 +16%
VCM
1389
Violich Capital Management
California
$1M +$1M +4,150 New
OA
1390
Oak Associates
Ohio
$1M – – –
WIP
1391
Wellesley Investment Partners
Massachusetts
$998K -$144K -597 -13%
PPP
1392
Private Portfolio Partners
New Jersey
$997K -$182K -755 -15%
OL
1393
Optas LLC
Texas
$996K -$121K -501 -11%
AI
1394
Aperture Investors
New York
$996K +$996K +4,003 New
IIA
1395
IPG Investment Advisors
California
$995K -$430K -1,779 -30%
AFA
1396
Abacus FCF Advisors
Florida
$994K -$101K -408 -9%
PCG
1397
Private Capital Group
Connecticut
$993K +$79.5K +329 +9%
FWM
1398
Foresight Wealth Management
Utah
$992K +$90.1K +373 +10%
WAS
1399
Winch Advisory Services
Wisconsin
$992K +$387K +1,603 +64%
MCL
1400
MIK Capital LP
New York
$992K +$992K +4,105 New
54 55
56
57 58