MA icon

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 %
EWA
2151
Evolution Wealth Advisors
Florida
$43K +$36.2K +122 +530%
SIC
2152
Salem Investment Counselors
North Carolina
$42K +$5.03K +17 +14%
SWM
2153
Sugarloaf Wealth Management
Georgia
$41K – – –
LAS
2154
Lloyd Advisory Services
Georgia
$40K -$4.15K -14 -9%
NIM
2155
NuWave Investment Management
New Jersey
$38K -$128K -428 -77%
JWBC
2156
John W. Brooker & Co
California
$37K – – –
CBT
2157
Central Bank & Trust
Kentucky
$37K – – –
AIM
2158
Arcadia Investment Management
Michigan
$36K – – –
PCFFS
2159
Pacific Center for Financial Services
California
$34K – – –
CAGAS
2160
Capital Advisory Group Advisory Services
Minnesota
$33K +$33K +113 New
OAJ
2161
Ogorek Anthony Joseph
New York
$30K – – –
BAMG
2162
Brand Asset Management Group
Missouri
$30K – – –
GEA
2163
Glen Eagle Advisors
New Jersey
$29.9K – – –
BGIM
2164
Brandywine Global Investment Management
Pennsylvania
$29K – – –
EIP
2165
Ellis Investment Partners
Pennsylvania
$28K -$3.01K -10 -10%
HFS
2166
HBC Financial Services
Washington
$28K +$9.33K +50 +50%
APW
2167
Acima Private Wealth
Virginia
$27K – – –
RDWM
2168
Red Door Wealth Management
Tennessee
$27K – – –
CFFP
2169
Center for Financial Planning
Michigan
$26K -$31K -106 -54%
IRC
2170
Investors Research Corp
Georgia
$26K – – –
EWP
2171
Engrave Wealth Partners
Texas
$25K – – –
1W
2172
1776 Wealth
Georgia
$24K -$10.5K -36 -31%
LFG
2173
LifePlan Financial Group
Ohio
$23K – – –
TFA
2174
Transamerica Financial Advisors
Florida
$23K +$23K +77 New
BWA
2175
Burt Wealth Advisors
Maryland
$22K – – –
85 86
87
88 89