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Mastercard
MA

Overview Fund Activity

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.25B
2
Macquarie Group
2
Macquarie Group
Australia
$617M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.27B
4
Capital International Investors
4
Capital International Investors
California
$4.71B
5
VAM
5
Vontobel Asset Management
New York
$1.03B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.02B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$9.51B
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.55B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$6.46B
5
MCM
5
Melvin Capital Management
New York
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
2451
USA Financial Formulas
Michigan
$10K +$1.11K +3 +13%
EWM
2452
Edge Wealth Management
New York
$9K – – –
EIP
2453
Ellis Investment Partners
Pennsylvania
$8K – – –
CWM
2454
Cranbrook Wealth Management
Michigan
$8K – – –
BFA
2455
Brendel Financial Advisors
New Hampshire
$8K +$8K +22 New
LPWM
2456
Lake Point Wealth Management
Texas
$8K +$8K +23 New
FA
2457
Financial Avengers
California
$7K – – –
DWA
2458
Delos Wealth Advisors
Texas
$7K +$7K +20 New
EWM
2459
Elite Wealth Management
Washington
$5.03K +$186 +509 +4%
BA
2460
Bellwether Advisors
Nebraska
$5K – – –
FI
2461
FormulaFolio Investments
Michigan
$5K – – –
LIM
2462
Longfellow Investment Management
Massachusetts
$5K – – –
TCM
2463
TD Capital Management
Tennessee
$4K – – –
BCH
2464
Berkshire Capital Holdings
California
$4K – – –
PWP
2465
Personal Wealth Partners
Minnesota
$4K +$4K +12 New
HF
2466
Halpern Financial
Virginia
$3.65K – – –
KJHP
2467
K.J. Harrison & Partners
Ontario, Canada
$3.41K -$88 -241 -3%
CCM
2468
Copeland Capital Management
Pennsylvania
$3K – – –
HI
2469
Hoey Investments
Pennsylvania
$3K – – –
TCWA
2470
Ten Capital Wealth Advisors
Washington
$3K – – –
CCG
2471
Cloverfields Capital Group
Minnesota
$3K +$3K +8 New
DI
2472
Disciplined Investments
Oklahoma
$2K – – –
FIA
2473
FNY Investment Advisers
New York
$2K +$2K +8 New
AIA
2474
Arcadia Investment Advisors
Idaho
$1.83K +$1.83K +5 New
SL
2475
Savior LLC
Massachusetts
$1K -$4.75K -19 -83%
97 98
99
100 101