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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 %
BCA
1476
Bray Capital Advisors
Florida
$756K – – –
IP
1477
Intellectus Partners
California
$755K -$67.9K -281 -8%
EFS
1478
Essex Financial Services
Connecticut
$755K +$116K +481 +18%
DI
1479
DFPG Investments
Utah
$753K -$2.32K -9 -0.3%
GCA
1480
Guardian Capital Advisors
Ontario, Canada
$752K +$62K +386 +9%
MC
1481
Middleton & Co
Massachusetts
$750K -$19.3K -80 -3%
CIAS
1482
Capital Investment Advisory Services
North Carolina
$750K +$21.5K +89 +3%
MFG
1483
Magnus Financial Group
New York
$749K +$20.5K +85 +3%
OFW
1484
Omnia Family Wealth
Florida
$741K -$27.1K -112 -4%
BWL
1485
Bogart Wealth LLC
Virginia
$741K +$174K +718 +31%
PHK
1486
Point72 Hong Kong
Hong Kong
$739K +$739K +3,061 New
MBTD
1487
Mechanics Bank - Trust Department
California
$738K +$45.9K +190 +7%
EWA
1488
ERTS Wealth Advisors
Michigan
$735K -$98.4K -407 -12%
OFS
1489
OneAscent Financial Services
Alabama
$732K -$121K -502 -14%
PWMG
1490
Prestige Wealth Management Group
New Jersey
$728K +$18.3K +76 +3%
CAG
1491
Csenge Advisory Group
Florida
$728K +$171K +708 +31%
WOC
1492
West Oak Capital
California
$727K -$24.2K -100 -3%
BPM
1493
Bowling Portfolio Management
Ohio
$727K +$62.3K +258 +9%
KP
1494
Keel Point
Alabama
$726K +$7.25K +30 +1%
BCM
1495
Bienville Capital Management
New York
$726K +$327K +1,354 +82%
CC
1496
Cannell & Co
New York
$725K -$260K -1,075 -26%
LF
1497
Lee Financial
Texas
$725K -$147K -609 -17%
FCA
1498
FLC Capital Advisors
California
$725K +$725K +3,035 New
EHWM
1499
Eads & Heald Wealth Management
Georgia
$724K -$78.5K -325 -10%
FPCG
1500
Fort Pitt Capital Group
Pennsylvania
$721K +$121K +500 +20%
58 59
60
61 62