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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 %
LFF
2151
Level Four Financial
Texas
$265K +$265K +743 New
BFC
2152
Bedel Financial Consulting
Indiana
$264K – – –
VRM
2153
Vectors Research Management
New York
$262K -$6.43K -18 -2%
HC
2154
HNP Capital
New York
$262K -$3.57K -10 -1%
EIA
2155
Edgemoor Investment Advisors
Maryland
$261K -$6.08K -17 -2%
LWA
2156
Lenox Wealth Advisors
New York
$261K +$2.14K +6 +0.8%
EA
2157
Ellsworth Advisors
Ohio
$261K +$261K +732 New
TNB
2158
TCF National Bank
South Dakota
$261K +$261K +732 New
AWP
2159
Abacus Wealth Partners
California
$261K +$261K +731 New
MF
2160
Montis Financial
Massachusetts
$259K +$259K +821 New
WFA
2161
Wellspring Financial Advisors
Ohio
$258K -$28.6K -80 -10%
SFG
2162
Summit Financial Group
West Virginia
$258K – – –
SFG
2163
SNS Financial Group
Minnesota
$258K – – –
AC
2164
Apogem Capital
New York
$258K +$258K +724 New
LNWTC
2165
Laird Norton Wetherby Trust Company
Washington
$257K +$257K +723 New
TIA
2166
Tiemann Investment Advisors
California
$256K -$8.93K -25 -3%
MPCG
2167
Matrix Private Capital Group
New York
$256K – – –
PWA
2168
Phoenix Wealth Advisors
North Carolina
$253K +$253K +710 New
BCP
2169
Berkeley Capital Partners
Georgia
$252K -$19.2K -54 -7%
MCG
2170
MACRO Consulting Group
New Jersey
$251K +$2.5K +7 +1%
YMRC
2171
Yorktown Management & Research Company
Virginia
$250K -$168K -470 -40%
MVA
2172
Mount Vernon Associates
Maryland
$250K – – –
VPI
2173
Value Partners Investments
Manitoba, Canada
$250K +$250K +699 New
CWAG
2174
Compton Wealth Advisory Group
Virginia
$249K +$357 +1 +0.1%
GWM
2175
Greenwich Wealth Management
Connecticut
$248K -$28.2K -79 -10%
85 86
87
88 89