Mastercard
963 hedge funds and large institutions have $75.8B invested in Mastercard in 2013 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 301 increasing their positions, 397 reducing their positions, and 45 closing their positions.
202% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 45
37% more funds holding in top 10
Funds holding in top 10: 95 → 130 (+35)
9% more funds holding
Funds holding: 885 → 963 (+78)
1.9% less ownership
Funds ownership: 80.27% → 78.37% (-1.9%)
24% less repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 397
27% less call options, than puts
Call options by funds: $2.03B | Put options by funds: $2.78B
33% less capital inflows, than outflows
Capital inflows: $3.14B | Capital outflows: $4.69B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$191M |
| 2 |
Lone Pine Capital
Greenwich,
Connecticut
|
+$186M |
| 3 |
ING Group
Amsterdam,
Netherlands
|
+$163M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$141M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OppenheimerFunds
New York
|
-$306M |
| 2 |
JP Morgan Chase
New York
|
-$246M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$234M |
| 4 |
UBS
Zurich,
Switzerland
|
-$212M |
| 5 |
Tran Capital Management
San Rafael,
California
|
-$198M |
MA Hedge Fund Activity: Q4 2013 in Review
963 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2013, worth a combined $75.8B — up 21% from $62.6B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new MA positions and 45 closed out — a net gain of 91 holders — while 301 added to existing stakes and 397 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $191M. The largest seller was OppenheimerFunds, cutting an estimated $306M.
- 963 institutional investors held Mastercard (MA) as of Q4 2013, up from 885 in Q3 2013.
- Funds reported $75.8B of Mastercard stock for Q4 2013, up 21% quarter-over-quarter.
- 136 funds opened new Mastercard positions in Q4 2013 and 45 closed out, a net change of +91 holders.
- The largest Mastercard buyer in Q4 2013 was VOYA Investment Management, an estimated $191M added.
- The largest Mastercard seller in Q4 2013 was OppenheimerFunds, an estimated $306M sold.
Based on aggregated 13F filings for Q4 2013.