MA icon

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 %
CCM
1701
Cribstone Capital Management
Maine
$423K +$173K +717 +69%
SW
1702
SkyOak Wealth
Michigan
$422K -$746K -3,089 -64%
SWM
1703
Segment Wealth Management
Texas
$422K -$73.4K -304 -15%
OAM
1704
Oberweis Asset Management
Illinois
$421K -$2.42K -10 -0.6%
HGWM
1705
Horst & Graben Wealth Management
Oregon
$420K +$420K +1,740 New
SNBOSCI
1706
Security National Bank of Sioux City Iowa
Iowa
$419K – – –
EH
1707
Employers Holdings
Nevada
$419K +$419K +1,735 New
GAG
1708
GM Advisory Group
New York
$418K +$145K +600 +53%
FSA
1709
Financial Sense Advisors
California
$417K -$22.7K -94 -5%
CFG
1710
Cooper Financial Group
California
$415K -$109K -452 -21%
RW
1711
REDW Wealth
New Mexico
$415K – – –
AWM
1712
Atticus Wealth Management
Florida
$415K +$2.66K +11 +0.6%
OFS
1713
Oldfather Financial Services
Nebraska
$414K – – –
HHGA
1714
Halbert Hargrove Global Advisors
California
$413K +$2.9K +12 +0.7%
AB
1715
Atlas Brown
Kentucky
$411K -$16.4K -68 -4%
RZH
1716
Relyea Zuckerberg Hanson
Connecticut
$411K -$9.91K -41 -2%
SFWA
1717
Summit Financial Wealth Advisors
Louisiana
$409K -$53.2K -200 -12%
CP
1718
Camelot Portfolios
Ohio
$406K – – –
AF
1719
Allworth Financial
California
$406K +$80.2K +332 +25%
BFS
1720
Baskin Financial Services
Ontario, Canada
$404K +$136K +564 +51%
WCM
1721
WealthBridge Capital Management
Ohio
$403K +$74.4K +308 +23%
PFG
1722
PAX Financial Group
Texas
$402K -$67.6K -261 -14%
MWM
1723
Minot Wealth Management
Massachusetts
$402K +$55.3K +229 +16%
WT
1724
Washington Trust
Rhode Island
$401K +$401K +1,660 New
WA
1725
Wealth Architects
California
$400K +$6.76K +28 +2%
67 68
69
70 71