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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 %
RMDI
1601
R.M. Davis Inc
Maine
$754K -$39.6K -134 -5%
LWM
1602
Laidlaw Wealth Management
New York
$753K +$33.1K +112 +5%
MIM
1603
Moseley Investment Management
Florida
$751K +$284K +962 +61%
FFN
1604
Focus Financial Network
Minnesota
$749K +$104K +351 +16%
WAG
1605
Winthrop Advisory Group
Massachusetts
$744K +$34.3K +114 +5%
CRCM
1606
Corbett Road Capital Management
Virginia
$744K +$277K +938 +59%
KTC
1607
Kistler-Tiffany Companies
Pennsylvania
$743K +$92.2K +312 +14%
PJB
1608
Paul John Balson
California
$740K +$19.8K +67 +3%
GAG
1609
GM Advisory Group
New York
$740K +$228K +770 +44%
TAM
1610
Trust Asset Management
Texas
$740K +$740K +2,503 New
LFM
1611
Lumina Fund Management
New York
$739K – – –
OAMG
1612
Odey Asset Management Group
United Kingdom
$739K +$739K +2,500 New
PCP
1613
Proficio Capital Partners
Massachusetts
$738K +$108K +364 +17%
BWA
1614
Beam Wealth Advisors
Louisiana
$736K – – –
MGAM
1615
McGowan Group Asset Management
Texas
$732K -$1.77K -6 -0.2%
EM
1616
Excalibur Management
Massachusetts
$732K +$3.55K +12 +0.5%
CFA
1617
CWS Financial Advisors
Michigan
$731K +$263K +888 +56%
AL
1618
Aspiriant LLC
California
$730K – – –
SBSB
1619
Sullivan, Bruyette, Speros & Blaney
Virginia
$728K +$71.3K +241 +11%
PIA
1620
Pinion Investment Advisors
Kansas
$727K -$54.7K -185 -7%
TCWM
1621
Total Clarity Wealth Management
Illinois
$723K +$1.18K +4 +0.2%
IA
1622
Independence Advisors
Pennsylvania
$722K +$31K +105 +4%
EAM
1623
Evanson Asset Management
California
$721K +$18.6K +63 +3%
TCM
1624
Tributary Capital Management
Nebraska
$716K -$157K -530 -18%
SWM
1625
SeaCrest Wealth Management
New York
$714K +$73.9K +250 +12%
63 64
65
66 67