Mastercard
963 hedge funds and large institutions have $75B invested in Mastercard in 2013 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 307 increasing their positions, 392 reducing their positions, and 45 closing their positions.
202% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 45
35% more funds holding in top 10
Funds holding in top 10: 95 → 128 (+33)
20% more capital invested
Capital invested by funds: $62.6B → $75B (+$12.3B)
9% more funds holding
Funds holding: 885 → 963 (+78)
7.03% less ownership
Funds ownership: 802.71% → 795.69% (-7%)
22% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 392
29% less call options, than puts
Call options by funds: $1.97B | Put options by funds: $2.77B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
+$228M |
| 2 |
BSA
Braun Stacey Associates
New York
|
+$218M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$191M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$186M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$306M |
| 2 |
JP Morgan Chase
New York
|
-$246M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$234M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$212M |
| 5 |
TCM
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 $75B — up 20% 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 307 added to existing stakes and 392 trimmed.
The largest buyer was Horizon Kinetics, adding an estimated $228M. 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 $75B of Mastercard stock for Q4 2013, up 20% 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 Horizon Kinetics, an estimated $228M added.
- The largest Mastercard seller in Q4 2013 was OppenheimerFunds, an estimated $306M sold.
Based on aggregated 13F filings for Q4 2013.