MA icon

Mastercard
MA

Overview Fund Activity

1,782 hedge funds and large institutions have $145B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 655 increasing their positions, 694 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+48
Holders Change %
+2.77%
% of All Funds
39.77%
Holding in Top 10
231
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.23%
% of All Funds
5.16%
New
206
Increased
655
Reduced
694
Closed
139
Calls
$1.33B
Puts
$1.49B
Net Calls
-$162M
Net Calls Change
-$239M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$555M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$420M
3
Capital World Investors
Capital World Investors
California
+$291M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$259M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$238M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$358M
2
Harris Associates
Harris Associates
Illinois
-$340M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
4
JSP
Jackson Square Partners
California
-$273M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1751
Camarda Financial Advisors
Florida
$10K – – –
Pacer Advisors
1752
Pacer Advisors
Pennsylvania
$9K -$9.73M -51,898 -100%
LWA
1753
Lowe Wealth Advisors
Maryland
$9K -$162K -900 -95%
SIS
1754
Sound Income Strategies
Florida
$9K – – –
FRA
1755
Front Row Advisors
California
$8K – – –
APW
1756
Acima Private Wealth
Virginia
$8K +$8K +41 New
BRC
1757
Bell Rock Capital
Delaware
$7K +$7K +40 New
CFD
1758
Creative Financial Designs
Indiana
$6K -$11.4K -57 -66%
SAM
1759
Shamrock Asset Management
Texas
$6K -$9.09K -50 -60%
CFN
1760
Cordasco Financial Network
Florida
$6K – – –
HH
1761
HWG Holdings
Texas
$5K -$3.49M -19,517 -100%
SCA
1762
Stuart Chaussee & Associates
California
$5K – – –
SC
1763
Sawyer & Company
Massachusetts
$5K – – –
NWM
1764
Northwest Wealth Management
Iowa
$4K -$53.1K -252 -93%
WAM
1765
Watermark Asset Management
California
$4K – – –
THWM
1766
Taylor Hoffman Wealth Management
Virginia
$4K – – –
GEA
1767
Glen Eagle Advisors
New Jersey
$3.21K – – –
TVWM
1768
Tower View Wealth Management
Wisconsin
$3K -$8.5K -51 -74%
MIM
1769
Macroview Investment Management
Maryland
$3K – – –
NS
1770
NewDay Solutions
New Hampshire
$3K +$3K +18 New
NA
1771
NewEdge Advisors
Louisiana
$2.27K +$14 +72 +0.6%
ACM
1772
Aviance Capital Management
Florida
$2K -$1.46M -8,028 -100%
AA
1773
AlphaMark Advisors
Kentucky
$2K -$2K -10 -50%
CAGAS
1774
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
BC
1775
Barnett & Company
Tennessee
$2K +$1.5K +6 +300%
69 70
71
72 73