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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 %
MVA
2051
Mount Vernon Associates
Maryland
$211K +$211K +715 New
CSM
2052
CAMG Solamere Management
North Carolina
$210K +$210K +705 New
ED
2053
Exane Derivatives
France
$210K +$195K +661 +1,377%
O
2054
Ossiam
France
$209K +$63.1K +213 +43%
AWS
2055
AJ Wealth Strategies
New York
$209K +$209K +706 New
SFG
2056
SNS Financial Group
Minnesota
$209K +$209K +708 New
CWAG
2057
Compton Wealth Advisory Group
Virginia
$206K +$206K +696 New
ATC
2058
Adirondack Trust Company
New York
$205K +$1.54K +5 +0.8%
CWM
2059
CCG Wealth Management
California
$204K +$204K +689 New
B
2060
Bellecapital
Switzerland
$204K +$204K +690 New
PWA
2061
Peterson Wealth Advisors
Utah
$203K -$49.1K -166 -19%
TIP
2062
Torray Investment Partners
Maryland
$203K +$203K +687 New
CSPIA
2063
Cary Street Partners Investment Advisory
Virginia
$203K +$203K +688 New
BCM
2064
BTR Capital Management
California
$202K +$202K +683 New
CFD
2065
Creative Financial Designs
Indiana
$201K +$142K +480 +241%
WFA
2066
Wellspring Financial Advisors
Ohio
$201K +$201K +681 New
KFI
2067
Key Financial Inc
Pennsylvania
$200K – – –
MCM
2068
MV Capital Management
Maryland
$199K – – –
PWMG
2069
Prestige Wealth Management Group
New Jersey
$196K -$700K -2,356 -78%
WCG
2070
Weaver Consulting Group
California
$194K +$8.87K +30 +5%
HWA
2071
HHM Wealth Advisors
Tennessee
$191K – – –
LWA
2072
Lenox Wealth Advisors
New York
$187K -$39.9K -135 -18%
HB
2073
Horizon Bancorp
Indiana
$187K -$5.31K -18 -3%
AIM
2074
Acropolis Investment Management
Missouri
$186K -$9.77K -33 -5%
WB
2075
West Bancorporation
Iowa
$185K -$82K -278 -31%
81 82
83
84 85