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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 %
VWA
2251
Visionary Wealth Advisors
Illinois
– -$219K -733 Closed
EIA
2252
Edgemoor Investment Advisors
Maryland
– -$218K -730 Closed
MVA
2253
Mount Vernon Associates
Maryland
– -$216K -725 Closed
TIP
2254
Torray Investment Partners
Maryland
– -$216K -723 Closed
SFG
2255
Summit Financial Group
West Virginia
– -$216K -723 Closed
CSM
2256
CAMG Solamere Management
North Carolina
– -$214K -716 Closed
CSPIA
2257
Cary Street Partners Investment Advisory
Virginia
– -$214K -715 Closed
IA
2258
IFG Advisory
Georgia
– -$211K -707 Closed
PW
2259
Peninsula Wealth
California
– -$210K -703 Closed
SAM
2260
Summit Asset Management
Tennessee
– -$210K -703 Closed
ACM
2261
Adalta Capital Management
New York
– -$209K -700 Closed
GCP
2262
GSA Capital Partners
United Kingdom
– -$209K -700 Closed
LFA
2263
Lighthouse Financial Advisors
Maryland
– -$208K -696 Closed
CWAG
2264
Compton Wealth Advisory Group
Virginia
– -$208K -695 Closed
B
2265
Bellecapital
Switzerland
– -$206K -690 Closed
BCM
2266
BTR Capital Management
California
– -$204K -683 Closed
PV
2267
Private Vista
Illinois
– -$204K -682 Closed
RAM
2268
Redmond Asset Management
Virginia
– -$203K -680 Closed
PT
2269
Plimoth Trust
Massachusetts
– -$203K -680 Closed
FM
2270
Family Management
New York
– -$202K -678 Closed
PCM
2271
Penn Capital Management
Pennsylvania
– -$202K -677 Closed
KA
2272
KLCM Advisors
Wisconsin
– -$202K -675 Closed
GWM
2273
Greenwich Wealth Management
Connecticut
– -$201K -672 Closed
SFG
2274
SNS Financial Group
Minnesota
– -$200K -670 Closed
HCA
2275
Horan Capital Advisors
Ohio
– -$188K -630 Closed
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