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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
$860M
2
VAM
Veritas Asset Management
United Kingdom
$550M
3
Brown Advisory
Brown Advisory
Maryland
$995M
4
Vanguard Group
Vanguard Group
Pennsylvania
$17.7B
5
Capital International Investors
Capital International Investors
California
$829M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$4.84M
2
Capital World Investors
Capital World Investors
California
$3.8B
3
Capital Research Global Investors
Capital Research Global Investors
California
$3.65B
4
Coatue Management
Coatue Management
New York
$917K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
2276
Accurate Investment Solutions
Pennsylvania
– -$173K -581 Closed
WA
2277
Winfield Associates
Ohio
– -$161K -540 Closed
AFS
2278
Aft Forsyth & Sober
Florida
– -$149K -500 Closed
BEAM
2279
Baker Ellis Asset Management
Washington
– -$139K -465 Closed
IWA
2280
Intercontinental Wealth Advisors
Texas
– -$121K -370 Closed
MWA
2281
Meridian Wealth Advisors
Texas
– -$108K -362 Closed
AC
2282
Asio Capital
Kentucky
– -$100 -335 Closed
TFA
2283
Tobias Financial Advisors
Florida
– -$98K -330 Closed
CCMW
2284
Cypress Capital Management (Wyoming)
Wyoming
– -$90K -300 Closed
AA
2285
Argent Advisors
Louisiana
– -$75K -245 Closed
BCI
2286
Brinker Capital Investments
Pennsylvania
– -$61K -203 Closed
PCM
2287
Price Capital Management
Louisiana
– -$60K -200 Closed
ACM
2288
Allred Capital Management
Texas
– -$54.6K -183 Closed
NCM
2289
New Capital Management
Texas
– -$45K -150 Closed
SIC
2290
Samalin Investment Counsel
New York
– -$41K -139 Closed
FPFS
2291
First Personal Financial Services
North Carolina
– -$11K -38 Closed
CMBA
2292
C.M. Bidwell & Associates
Hawaii
– -$10K -35 Closed
THWM
2293
Taylor Hoffman Wealth Management
Virginia
– -$7K -22 Closed
RAM
2294
Riggs Asset Management
Pennsylvania
– -$4K -14 Closed
PWP
2295
Personal Wealth Partners
Minnesota
– -$4K -12 Closed
TCM
2296
Tradewinds Capital Management
Washington
– -$3K -11 Closed
TFA
2297
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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