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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 %
DWM
2201
Dorchester Wealth Management
Quebec, Canada
– -$369K -1,236 Closed
GAM
2202
Grandview Asset Management
Pennsylvania
– -$374K -1,234 Closed
GJCM
2203
Grand Jean Capital Management
California
– -$355K -1,190 Closed
TCM
2204
Teza Capital Management
Illinois
– -$341K -1,141 Closed
QPWM
2205
Quadrant Private Wealth Management
Pennsylvania
– -$317K -1,060 Closed
PP
2206
PagnatoKarp Partners
Virginia
– -$308K -1,032 Closed
CPC
2207
Congress Park Capital
New York
– -$299K -1,000 Closed
CA
2208
CapWealth Advisors
Tennessee
– -$299K -1,000 Closed
AWCI
2209
Alpine Woods Capital Investors
New York
– -$294K -985 Closed
RP
2210
Rice Partnership
Hawaii
– -$291K -973 Closed
CC
2211
Caxton Corporation
New Jersey
– -$286K -959 Closed
ACM
2212
Anfield Capital Management
California
– -$309K -941 Closed
CAGAS
2213
Capital Advisory Group Advisory Services
Minnesota
– -$275K -926 Closed
AWM
2214
Apollon Wealth Management
South Carolina
– -$290K -919 Closed
SL
2215
Signition LP
New York
– -$273K -915 Closed
ER
2216
Enlightenment Research
Florida
– -$268K -899 Closed
CCM
2217
Crabel Capital Management
California
– -$267K -895 Closed
KM
2218
Kalos Management
Georgia
– -$268K -894 Closed
FIM
2219
Frontier Investment Management
Texas
– -$265K -889 Closed
TC
2220
Truvestments Capital
Florida
– -$264K -883 Closed
NGA
2221
Naples Global Advisors
Florida
– -$262K -879 Closed
BMCM
2222
Bryn Mawr Capital Management
Pennsylvania
– -$256K -858 Closed
BG
2223
Berry Group
Massachusetts
– -$255K -855 Closed
CRWM
2224
Castle Rock Wealth Management
California
– -$279K -844 Closed
WAM
2225
Weiss Asset Management
Massachusetts
– -$250K -837 Closed
87 88
89
90 91