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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 %
RCM
2026
Radnor Capital Management
Pennsylvania
$227K +$227K +755 New
FFC
2027
First Financial Corp
Indiana
$226K -$19.2K -65 -8%
MWM
2028
Meridian Wealth Management
Kentucky
$226K +$226K +767 New
LFA
2029
Lighthouse Financial Advisors
Maryland
$225K +$225K +763 New
PAA
2030
Peregrine Asset Advisers
Oregon
$223K – – –
FIM
2031
Frontier Investment Management
Texas
$223K +$223K +753 New
ZCA
2032
Zeke Capital Advisors
Pennsylvania
$223K +$223K +754 New
JT
2033
Jump Trading
Illinois
$223K +$223K +754 New
PHS
2034
Pekin Hardy Strauss
Illinois
$222K -$29.6K -100 -12%
BAM
2035
Bellevue Asset Management
Washington
$222K – – –
TIA
2036
Tiemann Investment Advisors
California
$222K +$2.95K +10 +1%
BAM
2037
Barrett Asset Management
New York
$222K +$74K +250 +50%
CPC
2038
Congress Park Capital
New York
$222K +$222K +750 New
JHCP
2039
Jackson Hole Capital Partners
Oklahoma
$222K +$222K +751 New
FAT
2040
First American Trust
California
$221K +$221K +745 New
TA
2041
Trellis Advisors
Washington
$221K +$221K +747 New
NGA
2042
Naples Global Advisors
Florida
$220K +$220K +744 New
EIA
2043
Edgemoor Investment Advisors
Maryland
$216K +$216K +730 New
FFG
2044
Frisch Financial Group
New York
$214K -$173K -586 -45%
SFG
2045
Summit Financial Group
West Virginia
$214K +$214K +723 New
SDWMA
2046
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K +$214K +725 New
PT
2047
Plimoth Trust
Massachusetts
$214K +$214K +725 New
MCG
2048
MACRO Consulting Group
New Jersey
$213K – – –
MF
2049
Magnetar Financial
Illinois
$212K -$642K -2,173 -75%
MPCG
2050
Matrix Private Capital Group
New York
$212K +$212K +717 New
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