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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 %
CANC
1776
Culbertson A N & Co
Virginia
$352K +$176K +726 +99%
CNBTD
1777
Citizens National Bank Trust Department
Mississippi
$351K +$351K +1,455 New
BMC
1778
Beaton Management Company
Massachusetts
$349K – – –
CMI
1779
Clare Market Investments
Texas
$348K -$94.7K -392 -21%
HI
1780
Hudock Inc
Pennsylvania
$346K +$130K +540 +60%
OI
1781
Oakbrook Investments
Illinois
$344K -$2.59M -10,727 -88%
BMO
1782
Beck Mack & Oliver
New York
$343K -$394K -1,630 -53%
TIS
1783
Tortoise Index Solutions
Kansas
$339K -$8.95K -37 -3%
GDP
1784
Great Diamond Partners
Maine
$338K +$37.3K +155 +12%
XWM
1785
Xcel Wealth Management
Florida
$338K +$169K +700 +100%
BWM
1786
BerganKDV Wealth Management
Minnesota
$338K +$323K +1,338 +2,230%
ECG
1787
Edge Capital Group
Georgia
$336K -$140K -582 -29%
HFM
1788
Hartford Financial Management
Connecticut
$334K -$215K -890 -39%
SAM
1789
Strategy Asset Managers
California
$333K -$599K -2,473 -64%
RMAM
1790
Raab & Moskowitz Asset Management
New Jersey
$333K -$7.47K -31 -2%
SB
1791
Strategic Blueprint
Georgia
$333K – – –
BMC
1792
Benin Management Corp
Connecticut
$332K -$72.4K -300 -18%
CCA
1793
Catalyst Capital Advisors
New York
$330K -$2.03M -8,385 -86%
MKC
1794
M. Kraus & Co
Vermont
$330K +$330K +1,365 New
ZIC
1795
ZWJ Investment Counsel
Georgia
$329K -$14.5K -60 -4%
ASC
1796
Atalanta Sosnoff Capital
New York
$329K – – –
CA
1797
Claro Advisors
Massachusetts
$329K +$63.1K +261 +24%
NP
1798
Ninepoint Partners
Ontario, Canada
$327K -$263K -1,088 -45%
FMTCOCP
1799
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$326K – – –
TP
1800
Truvvo Partners
New York
$325K +$325K +1,345 New
70 71
72
73 74