Mastercard
2,131 hedge funds and large institutions have $182B invested in Mastercard in 2020 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 898 increasing their positions, 873 reducing their positions, and 174 closing their positions.
6% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 174
3% more repeat investments, than reductions
Existing positions increased: 898 | Existing positions reduced: 873
0% more funds holding in top 10
Funds holding in top 10: 320 → 320 (0)
0.5% less ownership
Funds ownership: 76.37% → 75.87% (-0.5%)
1% less funds holding
Funds holding: 2,146 → 2,131 (-15)
19% less capital invested
Capital invested by funds: $226B → $182B (-$43.8B)
38% less call options, than puts
Call options by funds: $1.94B | Put options by funds: $3.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$915M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$676M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$642M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$545M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$313M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$1.77B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.49B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$801M |
| 4 |
Coatue Management
New York
|
-$624M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$604M |
MA Hedge Fund Activity: Q1 2020 in Review
2,131 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q1 2020, worth a combined $182B — down 19% from $226B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new MA positions and 174 closed out — a net gain of 10 holders — while 898 added to existing stakes and 873 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $915M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.77B.
- 2,131 institutional investors held Mastercard (MA) as of Q1 2020, down from 2,146 in Q4 2019.
- Funds reported $182B of Mastercard stock for Q1 2020, down 19% quarter-over-quarter.
- 184 funds opened new Mastercard positions in Q1 2020 and 174 closed out, a net change of +10 holders.
- The largest Mastercard buyer in Q1 2020 was Fisher Asset Management, an estimated $915M added.
- The largest Mastercard seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.77B sold.
Based on aggregated 13F filings for Q1 2020.