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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 %
BWM
1551
Buckley Wealth Management
Nevada
$851K -$84.6K -286 -9%
BCM
1552
Breiter Capital Management
Florida
$850K -$26.6K -90 -3%
CF
1553
Copperwynd Financial
Arizona
$850K +$116K +393 +16%
CANC
1554
Culbertson A N & Co
Virginia
$845K +$414K +1,400 +96%
RHAM
1555
Round Hill Asset Management
California
$843K -$727K -2,455 -46%
KP
1556
Keel Point
Alabama
$843K -$45.2K -153 -5%
TA
1557
TFG Advisers
Michigan
$840K +$29.3K +99 +4%
OC
1558
Oakworth Capital
Alabama
$839K +$2.37K +8 +0.3%
AWM
1559
Aberdeen Wealth Management
Illinois
$834K +$75.1K +254 +10%
LWAC
1560
Laurel Wealth Advisors (California)
California
$831K +$163K +550 +24%
CT
1561
Clearstead Trust
Maine
$826K – – –
CA
1562
Crumly & Associates
Illinois
$824K -$3.26K -11 -0.4%
MOS
1563
MGO One Seven
Ohio
$824K +$67.1K +227 +9%
CAN
1564
Claraphi Advisory Network
United States
$822K -$405K -1,371 -33%
PIG
1565
Pantheon Investment Group
California
$822K +$18.6K +63 +2%
CCG
1566
Ceeto Capital Group
Florida
$818K +$29.6K +100 +4%
CBFP
1567
Cedar Brook Financial Partners
Ohio
$817K +$29.9K +101 +4%
Assenagon Asset Management
1568
Assenagon Asset Management
Luxembourg
$817K +$817K +2,762 New
CW
1569
CreativeOne Wealth
Kansas
$814K +$225K +760 +38%
EWA
1570
ERTS Wealth Advisors
Michigan
$813K -$86.4K -292 -10%
SIM
1571
SSI Investment Management
California
$810K -$13.3K -45 -2%
BCM
1572
Buckhead Capital Management
Georgia
$808K +$808K +2,732 New
PWM
1573
PRW Wealth Management
Massachusetts
$807K -$48.5K -164 -6%
AAP
1574
Arax Advisory Partners
Colorado
$802K +$93.1K +315 +13%
CAMG
1575
CWA Asset Management Group
Florida
$801K +$38.4K +130 +5%
61 62
63
64 65