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Mastercard
MA

Overview Fund Activity

2,121 hedge funds and large institutions have $182B invested in Mastercard in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 897 increasing their positions, 868 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
-17
Holders Change %
-0.8%
% of All Funds
46.85%
Holding in Top 10
318
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
7.02%
New
182
Increased
897
Reduced
868
Closed
174
Calls
$1.94B
Puts
$3.13B
Net Calls
-$1.19B
Net Calls Change
-$391M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$743M
2
VAM
Veritas Asset Management
United Kingdom
+$550M
3
Brown Advisory
Brown Advisory
Maryland
+$521M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$442M
5
Capital International Investors
Capital International Investors
California
+$254M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.21B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$651M
4
Coatue Management
Coatue Management
New York
-$508M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
2151
Oribel Capital Management
New York
– -$3.55M -11,900 Closed
MFS
2152
Mirabella Financial Services
United Kingdom
– -$3.41M -11,411 Closed
PBCM
2153
Point Break Capital Management
Florida
– -$3.28M -11,000 Closed
UFF
2154
USA Financial Formulas
Michigan
– -$2.79M -9,337 Closed
JSMC
2155
Jess S. Morgan & Co
California
– -$2.68M -8,968 Closed
BHWA
2156
Beacon Harbor Wealth Advisors
Virginia
– -$2.45M -8,220 Closed
CI
2157
Cavalier Investments
Georgia
– -$2.42M -8,100 Closed
ZCA
2158
Zeke Capital Advisors
Pennsylvania
– -$2.31M -7,728 Closed
Capstone Investment Advisors
2159
Capstone Investment Advisors
New York
– -$2.22M -7,432 Closed
MC
2160
Maverick Capital
Texas
– -$2.07M -6,928 Closed
BSAM
2161
Blue Square Asset Management
New York
– -$1.8M -6,023 Closed
DRS
2162
Deane Retirement Strategies
Louisiana
– -$1.79M -5,980 Closed
TCM
2163
Tuttle Capital Management
Connecticut
– -$1.71M -5,728 Closed
LWS
2164
Lucia Wealth Services
California
– -$1.42M -4,767 Closed
AA
2165
Alesco Advisors
New York
– -$1.34M -4,497 Closed
FC
2166
FORA Capital
Florida
– -$1.28M -4,271 Closed
RIM
2167
Redwood Investment Management
Arizona
– -$1.22M -4,088 Closed
WA
2168
Wheatland Advisors
Pennsylvania
– -$1.17M -3,900 Closed
FCM
2169
Fortis Capital Management
Washington
– -$1.15M -3,839 Closed
SAM
2170
Silphium Asset Management
United Kingdom
– -$1.02M -3,400 Closed
WMSA
2171
Weiss Multi-Strategy Advisers
New York
– -$993K -3,324 Closed
SP
2172
Symmetry Partners
Connecticut
– -$939K -3,144 Closed
NWS
2173
Newport Wealth Strategies
California
– -$934K -3,110 Closed
SMFG
2174
Sumitomo Mitsui Financial Group
Japan
– -$902K -3,000 Closed
MWP
2175
MYCIO Wealth Partners
Pennsylvania
– -$808K -2,707 Closed
85 86
87
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