MA icon

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 %
NIT
1476
NumerixS Investment Technologies
British Columbia, Canada
$1.04M -$415K -1,403 -29%
LFASL
1477
Lugano Financial Advisors SA (LFA)
Switzerland
$1.04M -$245K -799 -19%
UC
1478
Unio Capital
New Jersey
$1.04M – – –
ACM
1479
AUA Capital Management
Pennsylvania
$1.03M – – –
YIA
1480
YHB Investment Advisors
Connecticut
$1.03M +$74K +250 +8%
BAM
1481
Belpointe Asset Management
Nevada
$1.03M +$89.5K +303 +10%
JDR
1482
Jay D. Rosenbaum
$1.03M +$68.3K +231 +7%
SIG
1483
Sargent Investment Group
Maryland
$1.02M +$10.5K +35 +1%
SNB
1484
Security National Bank
Nebraska
$1.02M -$29.6K -100 -3%
GBT
1485
Grove Bank & Trust
Florida
$1.02M +$254K +860 +33%
HH
1486
HWG Holdings
Texas
$1.02M +$1.02M +3,435 New
AJ
1487
Ashburton (Jersey)
Jersey
$1.01M -$127K -430 -11%
BP
1488
BBR Partners
New York
$999K +$396K +1,337 +66%
AWM
1489
Aevitas Wealth Management
Massachusetts
$997K +$65.3K +221 +7%
OFS
1490
Orrstown Financial Services
Pennsylvania
$995K -$21.6K -73 -2%
FL
1491
Fort LP
Maryland
$994K -$1.77M -5,994 -64%
HT
1492
Heritage Trust
Oklahoma
$990K +$990K +3,347 New
RWB
1493
RMR Wealth Builders
New Jersey
$987K +$987K +3,309 New
SW
1494
SteelPeak Wealth
California
$983K -$354K -1,198 -26%
WWM
1495
Windsor Wealth Management
Indiana
$983K -$5.32K -18 -0.5%
BRG
1496
Bay Rivers Group
Virginia
$981K +$16K +54 +2%
MGIA
1497
Moneta Group Investment Advisors
Missouri
$978K -$271K -916 -22%
IWS
1498
Insight Wealth Strategies
California
$976K +$335K +1,135 +52%
SGI
1499
Summit Global Investments
Utah
$976K +$369K +1,249 +61%
CWM
1500
Confluence Wealth Management
Oregon
$972K +$30.2K +102 +3%
58 59
60
61 62