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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 %
SW
1776
SkyOak Wealth
Michigan
$474K -$42.6K -144 -8%
VWM
1777
Vigilare Wealth Management
Arizona
$473K – – –
EFMH
1778
E Fund Management (HK)
Hong Kong
$473K +$473K +1,600 New
CPO
1779
Cerity Partners OCIO
New York
$471K +$134K +453 +40%
PFG
1780
PAX Financial Group
Texas
$470K +$11.5K +39 +3%
AM
1781
Atwater Malick
Pennsylvania
$467K – – –
OCM
1782
One Capital Management
California
$466K -$491K -1,659 -51%
NERM
1783
New England Research & Management
Illinois
$466K -$7.4K -25 -2%
GIP
1784
Greatmark Investment Partners
Georgia
$466K +$100K +340 +27%
BS
1785
Boenning & Scattergood
Pennsylvania
$464K +$2.96K +10 +0.6%
IFO
1786
Independent Family Office
New York
$463K +$19.2K +65 +4%
MKC
1787
M. Kraus & Co
Vermont
$462K +$58.3K +197 +14%
HL
1788
HeadInvest LLC
Maine
$462K +$206K +698 +81%
SAM
1789
SP Asset Management
California
$462K +$462K +1,561 New
SFWA
1790
Summit Financial Wealth Advisors
Louisiana
$461K – – –
VC
1791
Vicus Capital
Pennsylvania
$458K -$2.07K -7 -0.5%
NNP
1792
Nachman Norwood & Parrott
South Carolina
$458K – – –
PWM
1793
PBMares Wealth Management
Virginia
$458K – – –
CA
1794
Claro Advisors
Massachusetts
$457K +$54.9K +186 +14%
BFS
1795
Baskin Financial Services
Ontario, Canada
$455K -$39.3K -133 -8%
SGK
1796
Steigerwald Gordon & Koch
Virginia
$455K +$14.8K +50 +3%
CAS
1797
Cascadia Advisory Services
Oregon
$454K +$454K +1,536 New
QCMC
1798
Quantum Capital Management (California)
California
$453K -$28.4K -96 -6%
AW
1799
Alpha Windward
Massachusetts
$453K -$14.8K -50 -3%
FBC
1800
Fairfield, Bush & Co
Connecticut
$452K +$73.9K +250 +20%
70 71
72
73 74