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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 %
HPCM
1826
High Pointe Capital Management
Illinois
– -$1.2M -5,410 Closed
S
1827
SimplyRich
California
– -$1.15M -5,162 Closed
PIM
1828
Partner Investment Management
California
– -$1.09M -4,898 Closed
Wealth Enhancement Advisory Services
1829
Wealth Enhancement Advisory Services
Minnesota
– -$939K -4,799 Closed
WCAMG
1830
Woodard & Company Asset Management Group
North Carolina
– -$1.05M -4,736 Closed
CWG
1831
C WorldWide Group
Denmark
– -$1.05M -4,700 Closed
SKK
1832
Shepherd Kaplan Krochuk
Massachusetts
– -$854K -3,836 Closed
CC
1833
Cipher Capital
New York
– -$799K -3,589 Closed
EMG
1834
Ellington Management Group
Connecticut
– -$779K -3,500 Closed
UWM
1835
USAdvisors Wealth Management
Minnesota
– -$691K -3,106 Closed
MWM
1836
Meridian Wealth Management
Kentucky
– -$579K -2,602 Closed
AWA
1837
AmeriServ Wealth Advisors
Pennsylvania
– -$574K -2,580 Closed
DWM
1838
Dynasty Wealth Management
Florida
– -$471K -2,117 Closed
XS
1839
XR Securities
Illinois
– -$432K -1,942 Closed
NFA
1840
Nuveen Fund Advisors
Illinois
– -$408K -1,833 Closed
WFMPM
1841
Woodley Farra Manion Portfolio Management
Indiana
– -$401K -1,802 Closed
CRWM
1842
Castle Rock Wealth Management
California
– -$351K -1,763 Closed
VI
1843
Versor Investments
New York
– -$378K -1,700 Closed
KJWM
1844
Kiley Juergens Wealth Management
Washington
– -$362K -1,627 Closed
SMFG
1845
Sumitomo Mitsui Financial Group
Japan
– -$359K -1,615 Closed
WVP
1846
Worth Venture Partners
New Jersey
– -$358K -1,610 Closed
Voloridge Investment Management
1847
Voloridge Investment Management
Florida
– -$332K -1,490 Closed
GC
1848
Gilbert & Cook
Iowa
– -$324K -1,456 Closed
MWPCG
1849
Measured Wealth Private Client Group
New Hampshire
– -$315K -1,428 Closed
SCA
1850
Sage Capital Advisors
South Dakota
– -$294K -1,321 Closed
72 73
74
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