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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 %
RSWM
1651
Robertson Stephens Wealth Management
California
$681K +$681K +2,306 New
LC
1652
Lindbrook Capital
California
$674K -$38.5K -130 -5%
Cohen & Steers
1653
Cohen & Steers
New York
$670K +$386K +1,304 +136%
AWM
1654
Atticus Wealth Management
Florida
$669K +$161K +543 +32%
PFA
1655
Professional Financial Advisors
Nebraska
$669K +$165K +557 +33%
CMI
1656
Clare Market Investments
Texas
$668K +$241K +816 +57%
CA
1657
Calton & Associates
Florida
$665K -$177K -599 -21%
DCM
1658
Donaldson Capital Management
Indiana
$665K +$15.7K +53 +2%
OGC
1659
Oak Grove Capital
New Hampshire
$660K -$1.45M -4,900 -69%
RPWA
1660
Regent Peak Wealth Advisors
Georgia
$658K +$358K +1,212 +120%
KIA
1661
KCM Investment Advisors
California
$652K +$74.8K +253 +13%
RCM
1662
Requisite Capital Management
Texas
$651K +$296K +1,000 +83%
DA
1663
Detalus Advisors
Missouri
$649K +$6.81K +23 +1%
WAM
1664
Weatherly Asset Management
California
$648K – – –
DA
1665
DSC Advisors
Illinois
$643K +$97.6K +330 +18%
ECA
1666
Endeavour Capital Advisors
Connecticut
$642K -$964K -3,260 -60%
OWA
1667
Outlook Wealth Advisors
Texas
$642K +$21.9K +74 +4%
PL
1668
Plancorp LLC
Missouri
$641K +$10.6K +36 +2%
CT
1669
Cambridge Trust
Massachusetts
$641K +$28.9K +92 +5%
CSWG
1670
Cardinal Strategic Wealth Guidance
Kentucky
$639K -$35.2K -119 -5%
FMTC
1671
Farmers & Merchants Trust Company
California
$636K -$11.8K -40 -2%
CHAM
1672
Clear Harbor Asset Management
Connecticut
$636K +$636K +2,150 New
HCP
1673
Holt Capital Partners
Texas
$634K +$12.7K +43 +2%
CC
1674
Centiva Capital
New York
$633K -$4.77M -16,148 -88%
CIA
1675
Capital Investment Advisors
Georgia
$633K +$20.1K +68 +3%
65 66
67
68 69