MA icon

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
$2.52B
3
Capital World Investors
Capital World Investors
California
$3.9B
4
Vanguard Group
Vanguard Group
Pennsylvania
$13.3B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.08B

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$2.29B
2
Harris Associates
Harris Associates
Illinois
$1.37B
3
Capital Research Global Investors
Capital Research Global Investors
California
$3.34B
4
JSP
Jackson Square Partners
California
$483M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
1901
Krilogy Financial
Missouri
– -$64K -286 Closed
LA
1902
Legacy Advisors
Pennsylvania
– -$54K -243 Closed
WC
1903
Whitney & Co
New York
– -$45K -214 Closed
CAG
1904
Csenge Advisory Group
Florida
– -$42K -213 Closed
TG
1905
TLP Group
Illinois
– -$37K -165 Closed
BA
1906
Ballew Advisors
Mississippi
– -$23K -115 Closed
ECM
1907
Exchange Capital Management
Michigan
– -$25K -113 Closed
HR
1908
Howe & Rusling
New York
– -$24K -110 Closed
EWM
1909
Edge Wealth Management
New York
– -$22K -100 Closed
PS
1910
Portfolio Strategies
New York
– -$21K -95 Closed
WIM
1911
Westside Investment Management
California
– -$18.3K -82 Closed
JWA
1912
JFS Wealth Advisors
Pennsylvania
– -$15K -67 Closed
TAIM
1913
TD Ameritrade Investment Management
Nebraska
– -$13K -58 Closed
AAIM
1914
Asset Advisors Investment Management
Georgia
– -$9K -40 Closed
BL
1915
Balentine LLC
Georgia
– -$7K -30 Closed
IGGA
1916
Iron Gate Global Advisors
Utah
– -$3K -16 Closed
CWSR
1917
Chessman Wealth Strategies RIA
Texas
– -$3K -15 Closed
MCM
1918
Monument Capital Management
Virginia
– -$3K -12 Closed
GWA
1919
Guidant Wealth Advisors
Illinois
– -$2K -11 Closed
ML
1920
McAdam LLC
Pennsylvania
– -$2K -10 Closed
OWA
1921
One Wealth Advisors
California
– -$1K -5 Closed
73 74 75 76
77