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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 %
AF
1401
Advisornet Financial
Minnesota
$990K +$19.1K +79 +2%
CC
1402
Cipher Capital
New York
$987K +$702K +2,906 +247%
IAS
1403
IMA Advisory Services
Colorado
$981K -$1.81M -7,515 -65%
AWA
1404
Arkadios Wealth Advisors
Georgia
$980K -$163K -676 -14%
HW
1405
Hedeker Wealth
Illinois
$973K +$10.4K +43 +1%
QT
1406
Quantbot Technologies
New York
$966K +$966K +4,003 New
HA
1407
Harfst & Associates
Wyoming
$964K +$34K +141 +4%
PA
1408
Procyon Advisors
Connecticut
$961K +$323K +1,338 +51%
EH
1409
Equitable Holdings
New York
$952K +$433K +1,792 +83%
PTP
1410
Platform Technology Partners
New York
$950K +$55.1K +228 +6%
FAM
1411
Formidable Asset Management
Ohio
$947K -$163K -677 -15%
CCM
1412
Community Capital Management
Florida
$944K – – –
SAM
1413
Sompo Asset Management
Japan
$942K +$297K +1,230 +46%
SA
1414
Sycale Advisors
New York
$942K +$942K +3,900 New
ZB
1415
Zions Bancorporation
Utah
$941K -$119K -492 -11%
HFRG
1416
Houlihan Financial Resource Group
Virginia
$936K +$7.73K +32 +0.8%
TIA
1417
Trust Investment Advisors
Indiana
$934K +$28K +116 +3%
WWM
1418
WT Wealth Management
Arizona
$933K -$41.5K -172 -4%
ACM
1419
AlphaStar Capital Management
North Carolina
$933K +$654K +2,666 +234%
V
1420
VeraBank
Texas
$930K +$186K +771 +25%
AJ
1421
Ashburton (Jersey)
Jersey
$928K – – –
Coatue Management
1422
Coatue Management
New York
$917K -$508M -2,099,570 -100%
IDBONY
1423
Israel Discount Bank of New York
New York
$906K +$201K +830 +28%
APP
1424
Avantax Planning Partners
Iowa
$906K +$294K +1,215 +48%
ACM
1425
Azimuth Capital Management
Michigan
$900K -$60.4K -250 -6%
55 56
57
58 59