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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 %
HGWM
1751
Horst & Graben Wealth Management
Oregon
$515K – – –
GDP
1752
Great Diamond Partners
Maine
$514K +$99.3K +336 +24%
SNBOSCI
1753
Security National Bank of Sioux City Iowa
Iowa
$512K – – –
CFSG
1754
Clark Financial Services Group
Missouri
$512K +$512K +1,621 New
TCM
1755
Tanaka Capital Management
New York
$510K +$510K +1,726 New
RW
1756
REDW Wealth
New Mexico
$509K – – –
NIP
1757
Nicholas Investment Partners
California
$509K +$509K +1,720 New
BWP
1758
BSW Wealth Partners
Colorado
$508K +$253K +856 +99%
CWP
1759
Capital Wealth Planning
Florida
$505K -$788K -2,662 -61%
RZH
1760
Relyea Zuckerberg Hanson
Connecticut
$503K – – –
1WA
1761
180 Wealth Advisors
Washington
$500K -$50.5K -166 -9%
PPP
1762
Private Portfolio Partners
New Jersey
$499K -$722K -2,440 -59%
ICM
1763
IMS Capital Management
Oregon
$498K -$96.1K -325 -16%
FSA
1764
Financial Sense Advisors
California
$497K -$14.2K -48 -3%
CP
1765
Camelot Portfolios
Ohio
$497K – – –
WCM
1766
WealthBridge Capital Management
Ohio
$494K +$592 +2 +0.1%
MWM
1767
Minot Wealth Management
Massachusetts
$492K -$296 -1 -0.1%
AWM
1768
Apollon Wealth Management
South Carolina
$488K +$488K +1,652 New
TFS
1769
TrustCore Financial Services
Tennessee
$484K +$22.2K +75 +5%
WFMPM
1770
Woodley Farra Manion Portfolio Management
Indiana
$483K +$8.28K +28 +2%
TWA
1771
TCI Wealth Advisors
Arizona
$481K +$44.4K +150 +10%
BAM
1772
Brave Asset Management
New Jersey
$479K – – –
MIC
1773
Means Investment Company
Maine
$478K +$13.5K +41 +3%
LWMM
1774
Legacy Wealth Management (Mississippi)
Mississippi
$478K +$16.3K +55 +4%
HIS
1775
Harvest Investment Services
Illinois
$477K +$213K +721 +81%
69 70
71
72 73