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Mastercard
MA

Overview Fund Activity

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$779M
2
MCM
Melvin Capital Management
New York
+$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$510M
4
Capital International Investors
Capital International Investors
California
+$378M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$345M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.26B
2
Jennison Associates
Jennison Associates
New York
-$1.04B
3
State Street
State Street
Massachusetts
-$485M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$472M
5
UBS AM
UBS AM
Illinois
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1401
Stevens Capital Management
Pennsylvania
$1.69M +$1.69M +4,747 New
GA
1402
Geller Advisors
New York
$1.68M – – –
CIA
1403
Choate Investment Advisors
Massachusetts
$1.67M +$17.5K +49 +1%
JCM
1404
Jacobi Capital Management
Pennsylvania
$1.66M -$20.3K -57 -1%
AWA
1405
Arete Wealth Advisors
Illinois
$1.66M -$209K -586 -11%
PWP
1406
Principle Wealth Partners
Connecticut
$1.66M -$55.3K -155 -3%
LCM
1407
Liberty Capital Management
Michigan
$1.65M +$1.65M +4,631 New
MCM
1408
Maltese Capital Management
New York
$1.64M -$1.03M -2,899 -39%
MMA
1409
Miracle Mile Advisors
California
$1.64M +$8.21K +23 +0.5%
CCM
1410
Chilton Capital Management
Texas
$1.63M -$8.92K -25 -0.5%
PTP
1411
Platform Technology Partners
New York
$1.62M +$168K +470 +12%
NB
1412
Nicolet Bankshares
Wisconsin
$1.62M +$27.5K +77 +2%
PCM
1413
Penserra Capital Management
California
$1.61M -$8.21K -23 -0.5%
FAB
1414
First American Bank
Illinois
$1.61M -$3.57K -10 -0.2%
MWVC
1415
Morgens Waterfall Vintiadis & Co
New York
$1.61M – – –
FWM
1416
Foresight Wealth Management
Utah
$1.6M -$71.7K -201 -4%
SAM
1417
S.A. Mason
Michigan
$1.59M -$60.7K -170 -4%
RIL
1418
Rothschild Investment LLC
Illinois
$1.59M +$17.8K +50 +1%
WAS
1419
Winch Advisory Services
Wisconsin
$1.59M +$120K +337 +8%
AF
1420
Advisornet Financial
Minnesota
$1.58M +$14.3K +40 +0.9%
PC
1421
Permit Capital
Pennsylvania
$1.58M -$162K -454 -9%
DI
1422
DFPG Investments
Utah
$1.58M +$130K +368 +9%
BSAM
1423
Blue Square Asset Management
New York
$1.58M -$537K -1,504 -25%
CFA
1424
Cahill Financial Advisors
Minnesota
$1.57M +$37.5K +105 +2%
CST
1425
Charles Schwab Trust
Nevada
$1.57M -$5.71K -16 -0.4%
55 56
57
58 59