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Mastercard

2,246 hedge funds and large institutions have $252B invested in Mastercard in 2020 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 876 increasing their positions, 921 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+26
Holders Change %
+1.17%
% of All Funds
45.44%
Holding in Top 10
319
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.54%
% of All Funds
6.45%
New
151
Increased
876
Reduced
921
Closed
102
Calls
$3.38B
Puts
$4.01B
Net Calls
-$626M
Net Calls Change
+$96.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
801
Transform Wealth
Colorado
$7.08M +$104K +309 +1%
HT
802
HighTower Trust
Texas
$7.03M +$214K +632 +3%
TFA
803
Toth Financial Advisory
Virginia
$7.01M +$156K +460 +2%
NA
804
Navellier & Associates
Nevada
$7.01M +$439K +1,299 +7%
WIC
805
Whitegate Investment Counselors
New Hampshire
$7M -$16.9K -50 -0.2%
IA
806
IFP Advisors
Florida
$6.97M -$749K -2,223 -10%
NSAM
807
North Star Asset Management
Wisconsin
$6.97M +$964K +2,851 +16%
HWA
808
Heritage Wealth Advisors
Virginia
$6.93M -$2.03M -5,992 -23%
CIM
809
Chapman Investment Management
California
$6.92M +$166K +492 +2%
FCH
810
Freestone Capital Holdings
Washington
$6.88M +$4.26M +12,595 +163%
AWA
811
ARS Wealth Advisors
Florida
$6.86M -$315K -930 -4%
DWA
812
Dorsey Wright & Associates
California
$6.86M -$166K -490 -2%
PIM
813
Progressive Investment Management
Oregon
$6.85M -$23.3K -69 -0.3%
NIM
814
Northeast Investment Management
Massachusetts
$6.85M +$449K +1,329 +7%
FVWA
815
Foster Victor Wealth Advisors
South Carolina
$6.84M +$1.03M +3,044 +18%
PAM
816
Pinpoint Asset Management
Hong Kong
$6.83M -$9.4M -27,800 -58%
FI
817
Fosun International
China
$6.82M -$1.35M -4,005 -16%
GAM
818
Gemmer Asset Management
California
$6.78M
TGAM
819
TBH Global Asset Management
Tennessee
$6.78M +$33.8K +100 +0.5%
SW
820
SVB Wealth
Massachusetts
$6.77M +$156K +462 +2%
BC
821
Blackhill Capital
New Jersey
$6.76M
BRCM
822
Bright Rock Capital Management
Massachusetts
$6.76M
CFGS
823
Concourse Financial Group Securities
Alabama
$6.74M +$514K +1,521 +8%
LNWWM
824
Laird Norton Wetherby Wealth Management
California
$6.72M -$45.3K -134 -0.7%
ACA
825
Aptus Capital Advisors
Alabama
$6.69M +$166K +490 +3%