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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 %
GW
1576
GW & Wade
Massachusetts
$801K +$39.9K +135 +5%
APW
1577
Aurora Private Wealth
New Jersey
$797K -$577K -1,950 -42%
RA
1578
RFG Advisory
Alabama
$794K +$54.7K +185 +7%
MBT
1579
Montecito Bank & Trust
California
$792K +$29.6K +100 +4%
MPI
1580
Mairs & Power Inc
Minnesota
$791K – – –
MFW
1581
Mosaic Family Wealth
Missouri
$786K +$8.87K +30 +1%
CLOS
1582
Compagnie Lombard Odier SCmA
Switzerland
$786K +$127K +430 +19%
JWCA
1583
J.W. Coons Advisors
Ohio
$785K +$89.1K +300 +13%
GIA
1584
Gladstone Institutional Advisory
Florida
$782K -$199K -672 -20%
NICM
1585
Neo Ivy Capital Management
New York
$780K +$780K +2,639 New
CCMG
1586
Clark Capital Management Group
Pennsylvania
$777K -$72.5K -245 -9%
MAWCM
1587
Mine & Arao Wealth Creation & Management
California
$777K -$13.9K -47 -2%
BAM
1588
Blueshift Asset Management
New Jersey
$777K +$300K +1,014 +63%
IIM
1589
Ipswich Investment Management
Massachusetts
$776K -$66.5K -225 -8%
LC
1590
LCNB Corp
Ohio
$776K -$14.8K -50 -2%
B
1591
Bailard
California
$772K +$223K +755 +41%
FFWA
1592
FRG Family Wealth Advisors
Washington
$763K -$29.6K -100 -4%
HFG
1593
Heron Financial Group
New York
$763K +$13.9K +47 +2%
WP
1594
WealthSource Partners
California
$762K +$171K +577 +29%
PWLP
1595
Prio Wealth Limited Partnership
Massachusetts
$760K -$81.3K -275 -10%
PWA
1596
Physician Wealth Advisors
Utah
$760K -$19K -59 -2%
FIB
1597
First Interstate Bank
Montana
$758K +$20.7K +70 +3%
PCAP
1598
Pratt Collard Advisory Partners
New York
$757K -$53.2K -180 -7%
PA
1599
PFG Advisors
Arizona
$757K +$190K +643 +34%
FLPIM
1600
F.L. Putnam Investment Management
Massachusetts
$756K -$704K -2,381 -48%
62 63
64
65 66