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Mastercard
MA

Overview Fund Activity

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$779M
2
MCM
Melvin Capital Management
New York
+$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$510M
4
Capital International Investors
Capital International Investors
California
+$378M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$345M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.26B
2
Jennison Associates
Jennison Associates
New York
-$1.04B
3
State Street
State Street
Massachusetts
-$485M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$472M
5
UBS AM
UBS AM
Illinois
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
2126
DHJJ Financial Advisors
Illinois
$284K +$284K +797 New
SFG
2127
SageGuard Financial Group
Tennessee
$283K +$283K +796 New
HIS
2128
Harvest Investment Services
Illinois
$282K -$256K -719 -48%
RP
2129
Rice Partnership
Hawaii
$282K – – –
CC
2130
Caxton Corporation
New Jersey
$281K +$281K +787 New
ACG
2131
Allen Capital Group
Nebraska
$280K -$11.8K -33 -4%
JPG
2132
Jordan Park Group
California
$279K +$279K +783 New
EH
2133
Employers Holdings
Nevada
$278K – – –
JWBC
2134
J.W. Burns & Co
New York
$278K – – –
BMC
2135
Benin Management Corp
Connecticut
$277K – – –
SAF
2136
Smith Anglin Financial
Texas
$276K +$276K +774 New
IAM
2137
Iridian Asset Management
Connecticut
$274K – – –
DA
2138
DCM Advisors
New York
$274K +$274K +768 New
FFC
2139
First Financial Corp
Indiana
$273K – – –
LFA
2140
Lighthouse Financial Advisors
Maryland
$273K +$713 +2 +0.3%
LPARFS
2141
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$273K +$273K +766 New
NGA
2142
Naples Global Advisors
Florida
$271K -$12.5K -35 -4%
FFG
2143
Frisch Financial Group
New York
$271K +$356 +1 +0.1%
ONST
2144
Old North State Trust
North Carolina
$271K +$148K +416 +121%
CANY
2145
Caxton Associates (New York)
New York
$269K -$414K -1,159 -61%
TA
2146
Trellis Advisors
Washington
$269K -$1.78K -5 -0.7%
PAA
2147
Peregrine Asset Advisers
Oregon
$269K – – –
CPC
2148
Congress Park Capital
New York
$268K – – –
MW
2149
Marcum Wealth
Ohio
$266K -$18.6K -52 -7%
PWAP
2150
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$265K -$10.7K -30 -4%
84 85
86
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