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Mastercard
MA

Overview Fund Activity

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$748M
2
Macquarie Group
Macquarie Group
Australia
+$391M
3
Deutsche Bank
Deutsche Bank
Germany
+$355M
4
Capital International Investors
Capital International Investors
California
+$322M
5
VAM
Vontobel Asset Management
New York
+$266M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$791M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$663M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$629M
5
MCM
Melvin Capital Management
New York
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1501
McCarthy Asset Management
California
$1.33M -$41.2K -113 -3%
FNT
1502
First National Trust
Pennsylvania
$1.32M -$14.2K -39 -1%
SCA
1503
STALEY CAPITAL ADVISERS
Pennsylvania
$1.31M -$14.6K -40 -1%
PWM
1504
Peterson Wealth Management
Nevada
$1.31M -$372K -1,019 -22%
RWB
1505
RMR Wealth Builders
New Jersey
$1.31M -$114K -313 -8%
RIM
1506
Redwood Investment Management
Arizona
$1.3M -$575K -1,576 -31%
BWAM
1507
Boyd Watterson Asset Management
Ohio
$1.3M +$6.21K +17 +0.5%
PIA
1508
Pinion Investment Advisors
Kansas
$1.3M +$13.1K +36 +1%
CC
1509
Cipher Capital
New York
$1.29M -$1.58M -4,319 -55%
GLA
1510
Good Life Advisors
Pennsylvania
$1.29M +$131K +360 +11%
PC
1511
Permit Capital
Pennsylvania
$1.29M -$96.8K -265 -7%
BCM
1512
Buckhead Capital Management
Georgia
$1.29M -$14.6K -40 -1%
HA
1513
Harfst & Associates
Wyoming
$1.28M -$28.8K -79 -2%
LP
1514
LGL Partners
Pennsylvania
$1.28M -$17.5K -48 -1%
UC
1515
Unio Capital
New Jersey
$1.28M – – –
IP
1516
Intellectus Partners
California
$1.28M +$47.1K +129 +4%
VAG
1517
VisionPoint Advisory Group
Texas
$1.27M -$308K -845 -19%
ACM
1518
AUA Capital Management
Pennsylvania
$1.27M – – –
AssetMark Inc
1519
AssetMark Inc
California
$1.27M -$16.4M -44,987 -93%
CWP
1520
Curated Wealth Partners
California
$1.27M +$12.8K +35 +1%
HWA
1521
HCR Wealth Advisors
California
$1.27M +$58.7K +161 +5%
YIA
1522
YHB Investment Advisors
Connecticut
$1.26M -$36.5K -100 -3%
CF
1523
Copperwynd Financial
Arizona
$1.26M +$97.9K +268 +8%
BAMG
1524
Brand Asset Management Group
Missouri
$1.26M +$1.22M +3,356 +3,290%
IIA
1525
IPG Investment Advisors
California
$1.25M +$20.4K +56 +2%
59 60
61
62 63