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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 %
SCA
1851
Stonebridge Capital Advisors
Minnesota
$282K -$15.2K -63 -5%
DMC
1852
Drexel Morgan & Co
Pennsylvania
$282K – – –
SPIO
1853
Seven Post Investment Office
California
$281K – – –
WKWM
1854
Walter & Keenan Wealth Management
Indiana
$280K -$45.5K -199 -14%
EPA
1855
Element Pointe Advisors
Florida
$280K -$10.4K -43 -4%
AMCA
1856
Arthur M. Cohen & Associates
Illinois
$280K +$6.86K +30 +3%
FFS
1857
Founders Financial Securities
Maryland
$278K +$21K +87 +8%
LJAC
1858
L.J. Altfest & Co
New York
$276K +$276K +1,141 New
KFGK
1859
Keystone Financial Group (Kentucky)
Kentucky
$275K +$8.68K +36 +3%
CPO
1860
Cerity Partners OCIO
New York
$275K +$54.1K +224 +25%
NAS
1861
Nicolet Advisory Services
Wisconsin
$273K +$74.9K +310 +38%
CT
1862
Chicago Trust
Illinois
$271K -$76.2K -315 -22%
SICM
1863
Sustainable Insight Capital Management
New York
$269K – – –
OR
1864
Olympiad Research
Connecticut
$269K +$269K +1,113 New
CFA
1865
Carroll Financial Associates
North Carolina
$268K +$71.2K +295 +36%
LIM
1866
Lagoda Investment Management
New York
$267K -$484 -2 -0.2%
BOPW
1867
Brandywine Oak Private Wealth
Pennsylvania
$266K -$4.57K -19 -2%
WCM
1868
Wallace Capital Management
Texas
$266K – – –
AWM
1869
Absher Wealth Management
North Carolina
$263K +$1.21K +5 +0.5%
POIA
1870
Pin Oak Investment Advisors
Texas
$263K +$5.8K +24 +2%
AFAS
1871
Acorn Financial Advisory Services
Virginia
$262K -$48.3K -200 -16%
F
1872
F3Logic
Minnesota
$262K +$19.1K +79 +8%
MSFP
1873
Mark Sheptoff Financial Planning
Connecticut
$262K +$24.1K +100 +10%
OLA
1874
Oliver Luxxe Assets
New Jersey
$261K -$24.3K -90 -9%
FIM
1875
Fernwood Investment Management
Massachusetts
$261K – – –
73 74
75
76 77