MA icon

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 %
SCI
1901
S&CO Inc
Massachusetts
$353K +$2.96K +10 +0.8%
CHA
1902
Carmichael Hill & Associates
Maryland
$353K +$5.03K +17 +1%
LSPW
1903
Lake Street Private Wealth
Illinois
$352K +$352K +1,192 New
VRM
1904
Vectors Research Management
New York
$351K -$13.3K -45 -4%
HFM
1905
Hartford Financial Management
Connecticut
$350K -$59.2K -200 -14%
MSFP
1906
Mark Sheptoff Financial Planning
Connecticut
$350K +$29.5K +100 +9%
NB
1907
NBT Bank
New York
$348K -$29.6K -100 -8%
KFGK
1908
Keystone Financial Group (Kentucky)
Kentucky
$348K +$10.4K +35 +3%
DMC
1909
Drexel Morgan & Co
Pennsylvania
$346K – – –
SPIO
1910
Seven Post Investment Office
California
$344K – – –
CL
1911
Choreo LLC
Illinois
$343K -$18.9K -64 -5%
EPA
1912
Element Pointe Advisors
Florida
$343K – – –
W
1913
WealthStone
Ohio
$342K +$342K +1,158 New
VA
1914
Valmark Advisers
Ohio
$337K +$43.2K +146 +15%
BCM
1915
Becker Capital Management
Oregon
$336K +$336K +1,135 New
FLI
1916
Family Legacy Inc
South Carolina
$327K +$327K +1,106 New
BCA
1917
Bay Colony Advisors
Massachusetts
$326K +$16.6K +56 +5%
SC
1918
Solstein Capital
California
$326K +$127K +430 +64%
WCM
1919
Wallace Capital Management
Texas
$325K – – –
MWC
1920
MBM Wealth Consultants
Missouri
$324K -$308K -1,043 -49%
CCB
1921
Cutter & Co Brokerage
Missouri
$324K +$49K +166 +18%
POIA
1922
Pin Oak Investment Advisors
Texas
$322K – – –
CISOA
1923
Capital Investment Services of America
Wisconsin
$322K +$11.8K +40 +4%
FIM
1924
Fernwood Investment Management
Massachusetts
$319K – – –
LF
1925
LifeSteps Financial
California
$319K +$319K +1,080 New
75 76
77
78 79