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Mastercard

1,130 hedge funds and large institutions have $81.2B invested in Mastercard in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 448 increasing their positions, 409 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

23% more funds holding in top 10

Funds holding in top 10: 110135 (+25)

8% more capital invested

Capital invested by funds: $75.4B → $81.2B (+$5.81B)

1% more funds holding

Funds holding: 1,1171,130 (+13)

10% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 409

0.35% less ownership

Funds ownership: 78.64%78.29% (-0.35%)

30% less call options, than puts

Call options by funds: $749M | Put options by funds: $1.07B

Holders
1,130
Holders Change
+13
Holders Change %
+1.16%
% of All Funds
30.43%
Holding in Top 10
135
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+22.73%
% of All Funds
3.64%
New
93
Increased
448
Reduced
409
Closed
69
Calls
$749M
Puts
$1.07B
Net Calls
-$323M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.25B +$48.1M +524,451 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.91B +$96.8M +1,054,696 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.43B +$108M +1,172,999 +3%
State Street
4
State Street
Massachusetts
$3.41B -$163M -1,771,737 -5%
Jennison Associates
5
Jennison Associates
New York
$2.39B -$115M -1,252,331 -5%
BIT
6
BlackRock Institutional Trust
California
$2.36B -$69.9M -762,258 -3%
Harris Associates
7
Harris Associates
Illinois
$2.06B -$295M -3,214,444 -13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.95B -$158M -1,719,006 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.62B +$97.8M +1,065,649 +7%
JHIU
10
Janus Henderson Investors US
Colorado
$1.61B +$59.2M +644,725 +4%
Northern Trust
11
Northern Trust
Illinois
$1.28B +$5.92M +64,512 +0.5%
Ameriprise
12
Ameriprise
Minnesota
$1.17B +$42M +458,224 +4%
Capital World Investors
13
Capital World Investors
California
$1.14B +$27.3M +297,550 +2%
BFA
14
BlackRock Fund Advisors
California
$1.1B +$5.81M +63,306 +0.5%
Norges Bank
15
Norges Bank
Norway
$1.08B +$3.74M +40,731 +0.4%
Morgan Stanley
16
Morgan Stanley
New York
$1.04B -$55.3M -602,655 -5%
JSP
17
Jackson Square Partners
California
$992M -$9.5M -103,556 -1%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$965M -$7.25M -79,020 -0.8%
GRQ
19
Gardner Russo & Quinn
Pennsylvania
$938M +$1.07M +11,686 +0.1%
LPC
20
Lone Pine Capital
Connecticut
$909M -$298M -3,247,021 -25%
TCIM
21
TIAA CREF Investment Management
New York
$901M +$68M +740,796 +8%
BG
22
BlackRock Group
United Kingdom
$840M -$45.2M -492,709 -5%
Viking Global Investors
23
Viking Global Investors
Connecticut
$768M -$4.22M -45,952 -0.6%
Wells Fargo
24
Wells Fargo
California
$732M -$8.37M -91,188 -1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$709M +$513K +5,595 +0.1%

MA Hedge Fund Activity: Q2 2015 in Review

1,130 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q2 2015, worth a combined $81.2B — up 7.7% from $75.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MA positions and 69 closed out — a net gain of 24 holders — while 448 added to existing stakes and 409 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $362M. The largest seller was Lone Pine Capital, cutting an estimated $298M.

  • 1,130 institutional investors held Mastercard (MA) as of Q2 2015, up from 1,117 in Q1 2015.
  • Funds reported $81.2B of Mastercard stock for Q2 2015, up 7.7% quarter-over-quarter.
  • 93 funds opened new Mastercard positions in Q2 2015 and 69 closed out, a net change of +24 holders.
  • The largest Mastercard buyer in Q2 2015 was Capital Research Global Investors, an estimated $362M added.
  • The largest Mastercard seller in Q2 2015 was Lone Pine Capital, an estimated $298M sold.

Based on aggregated 13F filings for Q2 2015.