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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 %
MWC
1626
MBM Wealth Consultants
Missouri
$517K -$59.7K -247 -10%
PL
1627
Plancorp LLC
Missouri
$515K -$22.9K -95 -4%
PCP
1628
Proficio Capital Partners
Massachusetts
$515K +$120K +496 +30%
CPA
1629
Court Place Advisors
Maryland
$514K – – –
BRC
1630
Bell Rock Capital
Delaware
$514K +$219K +905 +74%
RWP
1631
RWA Wealth Partners
Massachusetts
$511K -$6.52K -27 -1%
QSS
1632
Quantitative Systematic Strategies
Florida
$510K -$2.7M -11,166 -84%
HPWM
1633
Highland Private Wealth Management
Washington
$510K -$21.5K -89 -4%
SC
1634
Sawyer & Company
Massachusetts
$510K +$504K +2,087 +8,027%
CTA
1635
Colonial Trust Advisors
South Carolina
$510K +$510K +2,110 New
APWM
1636
Atlas Private Wealth Management
New York
$508K +$17.2K +71 +3%
BW
1637
Bison Wealth
Georgia
$508K +$40.6K +168 +9%
AIS
1638
American Investment Services
Massachusetts
$507K -$49.1K -203 -9%
HCP
1639
Holt Capital Partners
Texas
$507K – – –
BIM
1640
Baldwin Investment Management
Pennsylvania
$507K +$9.66K +40 +2%
OWA
1641
Outlook Wealth Advisors
Texas
$506K +$157K +651 +45%
MSAM
1642
Moloney Securities Asset Management
Missouri
$504K +$10.9K +45 +2%
CPIG
1643
Chicago Partners Investment Group
Illinois
$504K +$84K +323 +20%
DJSG
1644
D.J. St. Germain
Massachusetts
$503K -$1.21K -5 -0.2%
XM
1645
XTX Markets
New York
$502K +$502K +2,080 New
CIA
1646
Capital Investment Advisors
Georgia
$501K -$9.19K -38 -2%
TCA
1647
Transcend Capital Advisors
New Jersey
$500K +$500K +2,070 New
SIA
1648
Strategic Investment Advisors
Michigan
$498K +$79.3K +328 +19%
SGI
1649
Summit Global Investments
Utah
$496K -$117K -483 -19%
BWP
1650
Baldwin Wealth Partners
Massachusetts
$494K +$48.3K +200 +11%
64 65
66
67 68