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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 %
ETC
1701
Exchange Traded Concepts
Oklahoma
$586K -$110K -373 -16%
WMA
1702
Wealth Management Associates
New Jersey
$585K – – –
HWM
1703
Howard Wealth Management
Connecticut
$585K -$15.7K -53 -3%
AIA
1704
Angeles Investment Advisors
California
$584K -$85.2K -288 -13%
KMWM
1705
Keudell/Morrison Wealth Management
Oregon
$579K +$10.3K +35 +2%
FHC
1706
First Heartland Consultants
Missouri
$577K +$95.8K +324 +20%
AL
1707
Arnhold LLC
New York
$576K – – –
CFG
1708
Cooper Financial Group
California
$576K +$67.2K +227 +13%
CWA
1709
Clarity Wealth Advisors
California
$569K +$13K +44 +2%
LWM
1710
Loveless Wealth Management
Montana
$568K +$25.1K +85 +5%
BB
1711
Bell Bank
North Dakota
$566K – – –
CCM
1712
Cribstone Capital Management
Maine
$564K +$45.8K +155 +9%
SWM
1713
Segment Wealth Management
Texas
$564K +$47.3K +160 +9%
RM
1714
Resource Management
Louisiana
$564K +$127K +431 +29%
CWS
1715
Cypress Wealth Services
California
$563K +$97.6K +330 +21%
TFO
1716
Tarbox Family Office
California
$561K +$120K +405 +27%
EHWM
1717
Eads & Heald Wealth Management
Georgia
$559K -$326K -1,105 -37%
OPA
1718
Old Port Advisors
Maine
$558K -$887 -3 -0.2%
PMA
1719
Prudent Man Advisors
Illinois
$558K +$558K +1,887 New
TAM
1720
Townsend Asset Management
North Carolina
$557K -$4.44K -15 -0.8%
DTL
1721
Dynamic Technology Lab
Singapore
$556K +$556K +1,881 New
KWM
1722
Keebeck Wealth Management
Illinois
$555K +$270K +914 +95%
WP
1723
WealthShield Partners
North Carolina
$554K +$554K +1,874 New
EP
1724
Eudaimonia Partners
Tennessee
$553K -$219K -739 -28%
HCM
1725
Horiko Capital Management
New York
$553K +$553K +1,870 New
67 68
69
70 71