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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 %
CT
1526
Clearstead Trust
Maine
$675K +$277K +1,146 +70%
CA
1527
Crumly & Associates
Illinois
$675K +$675K +2,796 New
CCM
1528
Coldstream Capital Management
Washington
$674K -$104K -431 -13%
SIM
1529
SSI Investment Management
California
$670K -$6.74K -28 -1%
MA
1530
Mutual Advisors
Nebraska
$670K +$139K +575 +26%
TA
1531
TFG Advisers
Michigan
$663K -$117K -486 -15%
PCAP
1532
Pratt Collard Advisory Partners
New York
$662K -$3.62K -15 -0.5%
HR
1533
Hayden Royal
North Carolina
$658K +$151K +624 +30%
KTC
1534
Kistler-Tiffany Companies
Pennsylvania
$657K – – –
RHP
1535
Royal Harbor Partners
Texas
$656K +$656K +2,714 New
EWA
1536
Exencial Wealth Advisors
Oklahoma
$652K -$6.04K -25 -0.9%
VIA
1537
Vident Investment Advisory
Georgia
$652K +$191K +793 +42%
TCOT
1538
Trust Company of Toledo
Ohio
$651K +$10.1K +42 +2%
PIG
1539
Pantheon Investment Group
California
$650K -$46.6K -195 -7%
GLR
1540
Great Lakes Retirement
Ohio
$650K +$121K +509 +23%
RMDI
1541
R.M. Davis Inc
Maine
$648K -$6.28K -26 -1%
FFWA
1542
FRG Family Wealth Advisors
Washington
$648K +$70.8K +293 +12%
LC
1543
LCNB Corp
Ohio
$646K -$72.5K -300 -10%
MAWCM
1544
Mine & Arao Wealth Creation & Management
California
$646K -$11.3K -47 -2%
MPI
1545
Mairs & Power Inc
Minnesota
$646K – – –
CCG
1546
Ceeto Capital Group
Florida
$644K +$644K +2,665 New
CBFP
1547
Cedar Brook Financial Partners
Ohio
$643K +$226K +937 +54%
AIA
1548
Angeles Investment Advisors
California
$642K -$34.1K -120 -5%
PIA
1549
Pinion Investment Advisors
Kansas
$638K -$9.42K -39 -1%
AGM
1550
Alpine Global Management
New York
$638K +$638K +2,642 New
60 61
62
63 64