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Mastercard
MA

Overview Fund Activity

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$748M
2
Macquarie Group
Macquarie Group
Australia
+$391M
3
Deutsche Bank
Deutsche Bank
Germany
+$355M
4
Capital International Investors
Capital International Investors
California
+$322M
5
VAM
Vontobel Asset Management
New York
+$266M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$791M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$663M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$629M
5
MCM
Melvin Capital Management
New York
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
2126
Tranquilli Financial Advisor
New Jersey
$307K +$23K +63 +8%
CWA
2127
Capital Wealth Alliance
Arizona
$306K +$365 +1 +0.1%
FFA
2128
Founders Financial Alliance
North Carolina
$306K +$6.21K +17 +2%
BCM
2129
BTR Capital Management
California
$305K – – –
MFG
2130
Magnus Financial Group
New York
$304K – – –
ONST
2131
Old North State Trust
North Carolina
$304K +$365 +1 +0.1%
MCG
2132
MACRO Consulting Group
New Jersey
$304K +$8.36K +23 +3%
SIG
2133
Sargent Investment Group
Maryland
$303K -$36.5K -100 -11%
JWBC
2134
J.W. Burns & Co
New York
$303K +$19K +52 +7%
PFWA
2135
Paces Ferry Wealth Advisors
Georgia
$302K +$365 +1 +0.1%
BFC
2136
Bedel Financial Consulting
Indiana
$301K +$33.6K +92 +13%
MF
2137
Montis Financial
Massachusetts
$300K – – –
SHGA
2138
Sand Hill Global Advisors
California
$300K +$300K +822 New
RP
2139
Rice Partnership
Hawaii
$298K +$9.85K +27 +3%
BG
2140
Benedetti & Gucer
Georgia
$297K +$25.5K +70 +9%
MWC
2141
MBM Wealth Consultants
Missouri
$296K -$365 -1 -0.1%
WBG
2142
Wharton Business Group
Pennsylvania
$296K – – –
CSPIA
2143
Cary Street Partners Investment Advisory
Virginia
$295K +$2.56K +7 +0.9%
MCM
2144
MV Capital Management
Maryland
$295K +$41.3K +113 +16%
FRM
2145
Fox Run Management
Connecticut
$295K +$295K +809 New
MPIA
2146
Mountain Pacific Investment Advisers
Idaho
$294K – – –
OWM
2147
Orgel Wealth Management
Wisconsin
$292K – – –
APW
2148
Austin Private Wealth
Texas
$291K -$1.82K -5 -0.6%
GKWIM
2149
Gerber Kawasaki Wealth & Investment Management
California
$290K +$17.1K +47 +6%
AP
2150
Arlington Partners
Alabama
$289K -$21.5K -59 -7%
84 85
86
87 88