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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 %
PC
201
PointState Capital
New York
$91.1M -$33.6M -139,296 -27%
VNIM
202
Vaughan Nelson Investment Management
Texas
$91.1M +$3.76M +15,560 +4%
VIM
203
Veritas Investment Management
United Kingdom
$90.9M +$6.69M +27,634 +8%
ACM
204
Alta Capital Management
Utah
$90.1M +$43.8M +181,227 +95%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$89.8M -$47.1M -195,062 -34%
Royal London Asset Management
206
Royal London Asset Management
United Kingdom
$88.9M -$825K -3,260 -0.9%
PP
207
Prudential plc
United Kingdom
$88.8M -$35.4M -146,736 -29%
MMH
208
Menora Mivtachim Holdings
Israel
$88.3M -$16.3M -67,629 -16%
EC
209
EMS Capital
New York
$88.1M +$7.34M +30,400 +9%
BC
210
Bartlett & Co
Ohio
$88.1M +$88.1M +364,554 New
BCWM
211
Bartlett & Co Wealth Management
Ohio
$88.1M -$2.28M -9,422 -3%
AP
212
Altarock Partners
Florida
$87.4M -$8.45M -35,000 -9%
Fayez Sarofim & Co
213
Fayez Sarofim & Co
Texas
$86.8M +$4.42M +18,310 +5%
BIM
214
Bridges Investment Management
Nebraska
$86.7M +$2.06M +8,539 +2%
ACM
215
Argent Capital Management
Missouri
$86.7M -$1.79M -7,418 -2%
LPL Financial
216
LPL Financial
California
$86M +$3.68M +15,219 +4%
LCM
217
Lakewood Capital Management
New York
$84.6M +$84.6M +350,356 New
JPMPWA
218
J.P. Morgan Private Wealth Advisors
California
$84.3M +$8.3M +34,347 +11%
SOMRS
219
State of Michigan Retirement System
Michigan
$82.7M +$797K +3,300 +1%
ESCM
220
Echo Street Capital Management
New York
$82.7M -$18.6M -77,086 -18%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$82.6M +$4.01M +16,614 +5%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$81.5M +$254K +1,050 +0.3%
AIG
223
American International Group
New York
$81M -$264K -1,093 -0.3%
Mawer Investment Management
224
Mawer Investment Management
Alberta, Canada
$80.9M -$3.08M -12,745 -4%
First Trust Advisors
225
First Trust Advisors
Illinois
$79.9M +$59.3M +245,329 +287%
7 8
9
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