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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 %
FHA
1876
First Horizon Advisors
Tennessee
$373K +$19.2K +65 +5%
NF
1877
Nikulski Financial
Iowa
$373K +$91.8K +310 +33%
HS
1878
Haafor (Singapore)
Singapore
$372K +$372K +1,257 New
PFBT
1879
Parkside Financial Bank & Trust
Missouri
$371K +$19.5K +66 +6%
BOS
1880
Bingham Osborn & Scarborough
California
$371K +$20.1K +68 +6%
NEIRG
1881
New England Investment & Retirement Group
Massachusetts
$370K – – –
AWM
1882
Absher Wealth Management
North Carolina
$368K +$45.6K +154 +14%
11A
1883
10-15 Associates
New York
$365K +$10.4K +35 +3%
CC
1884
Courier Capital
New York
$363K -$77.4K -256 -18%
AWM
1885
Aries Wealth Management
Maine
$363K -$7.4K -25 -2%
FCA
1886
FinTrust Capital Advisors
South Carolina
$362K +$110K +371 +43%
EWM
1887
Evermay Wealth Management
Virginia
$361K – – –
PIM
1888
Profit Investment Management
Maryland
$361K +$361K +1,222 New
SLG
1889
Stanley-Laman Group
Pennsylvania
$360K +$58.3K +197 +19%
PFGIA
1890
Patriot Financial Group Insurance Agency
Massachusetts
$359K -$86.1K -291 -19%
HC
1891
HNP Capital
New York
$359K -$81K -268 -18%
CCA
1892
Conestoga Capital Advisors
Pennsylvania
$359K – – –
BCAM
1893
Boston Common Asset Management
Massachusetts
$358K – – –
FSC
1894
Full Sail Capital
Oklahoma
$358K – – –
WPC
1895
Waters Parkerson & Co
Louisiana
$358K – – –
AFAS
1896
Acorn Financial Advisory Services
Virginia
$358K +$37.5K +127 +12%
FFW
1897
Fusion Family Wealth
New York
$356K – – –
SCA
1898
Stonebridge Capital Advisors
Minnesota
$356K +$10.9K +37 +3%
XWM
1899
Xcel Wealth Management
Florida
$354K -$59K -200 -14%
AWM
1900
Aprio Wealth Management
Georgia
$354K -$30.5K -103 -8%
74 75
76
77 78