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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 %
CT
1926
Chicago Trust
Illinois
$317K -$14.8K -50 -4%
AWE
1927
Avidian Wealth Enterprises
Texas
$315K +$10.3K +35 +3%
PFA
1928
Pinnacle Family Advisors
Missouri
$313K – – –
Voloridge Investment Management
1929
Voloridge Investment Management
Florida
$310K -$1.09M -3,682 -78%
SVWAG
1930
Sound View Wealth Advisors Group
Georgia
$308K +$16.8K +57 +6%
SIM
1931
Sonora Investment Management
Arizona
$306K +$27.8K +94 +10%
FC
1932
FORA Capital
Florida
$305K +$305K +1,031 New
ACWM
1933
Adams Chetwood Wealth Management
North Carolina
$303K – – –
TIS
1934
Tortoise Index Solutions
Kansas
$302K -$113K -381 -27%
CAI
1935
Capital Advisors Inc
Oklahoma
$302K +$302K +916 New
GP
1936
Geneva Partners
Wisconsin
$301K -$167K -565 -36%
AAM
1937
Aureus Asset Management
Massachusetts
$299K +$49K +166 +20%
CP
1938
Coho Partners
Pennsylvania
$298K -$49.4K -167 -14%
VHAM
1939
Van Hulzen Asset Management
California
$298K -$2.96K -10 -1%
EH
1940
Employers Holdings
Nevada
$297K -$216K -730 -42%
EI
1941
Ellevest Inc
New York
$297K +$135K +457 +84%
GC
1942
Grace Capital
Massachusetts
$296K – – –
PM
1943
Precept Management
Texas
$296K – – –
JGGDR
1944
JGP Global Gestao de Recursos
Brazil
$296K +$296K +1,000 New
CWM
1945
Campbell Wealth Management
Virginia
$293K +$1.18K +4 +0.4%
PA
1946
PSI Advisors
Florida
$292K +$590 +2 +0.2%
LF
1947
Lantz Financial
Illinois
$292K +$1.18K +4 +0.4%
SDWIA
1948
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K +$291K +1,004 New
ACG
1949
Allen Capital Group
Nebraska
$287K -$183K -620 -39%
WA
1950
WESPAC Advisors
California
$287K +$287K +969 New
76 77
78
79 80