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Mastercard
MA

Overview Fund Activity

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$779M
2
MCM
Melvin Capital Management
New York
+$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$510M
4
Capital International Investors
Capital International Investors
California
+$378M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$345M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.26B
2
Jennison Associates
Jennison Associates
New York
-$1.04B
3
State Street
State Street
Massachusetts
-$485M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$472M
5
UBS AM
UBS AM
Illinois
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
1751
Detalus Advisors
Missouri
$716K +$14.6K +41 +2%
VST
1752
Van Strum & Towne
California
$714K +$714K +2,000 New
TA
1753
Trivest Advisors
Hong Kong
$714K +$714K +2,000 New
FC
1754
Financial Consulate
Maryland
$712K +$71.4K +200 +11%
SCM
1755
Seascape Capital Management
New Hampshire
$711K +$404K +1,132 +132%
SIM
1756
Sadoff Investment Management
Wisconsin
$709K – – –
HWM
1757
Howard Wealth Management
Connecticut
$708K +$4.28K +12 +0.6%
WP
1758
WealthShield Partners
North Carolina
$708K +$46.1K +129 +7%
ACM
1759
Arthedge Capital Management
New York
$707K +$707K +12,080 New
WMA
1760
Wealth Management Associates
New Jersey
$706K – – –
AWS
1761
AJ Wealth Strategies
New York
$704K +$5.36K +15 +0.8%
PWA
1762
Physician Wealth Advisors
Utah
$703K +$22.3K +66 +3%
CWG
1763
Cornerstone Wealth Group
North Carolina
$701K -$29.6K -83 -4%
FMN
1764
Financial Management Network
California
$699K +$699K +2,088 New
RHAM
1765
Round Hill Asset Management
California
$698K – – –
AL
1766
Arnhold LLC
New York
$695K – – –
FNBOH
1767
First National Bank of Hutchinson
Kansas
$695K +$264K +835 +61%
AB
1768
Atlas Brown
Kentucky
$692K -$17.8K -50 -3%
PMA
1769
Prudent Man Advisors
Illinois
$687K -$10K -28 -1%
PWA
1770
Providence Wealth Advisors
Illinois
$686K +$28.4K +80 +4%
CCMG
1771
Clark Capital Management Group
Pennsylvania
$685K -$79.6K -223 -10%
GIP
1772
Greatmark Investment Partners
Georgia
$679K +$116K +325 +21%
NCG
1773
Newport Capital Group
New Jersey
$678K +$678K +1,900 New
BCA
1774
Bay Colony Advisors
Massachusetts
$668K +$18.2K +51 +3%
CWA
1775
Clarity Wealth Advisors
California
$667K -$2.14K -6 -0.3%
69 70
71
72 73