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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 %
OL
1101
Optas LLC
Texas
$3.02M +$1.07M +3,151 +54%
GIA
1102
GHP Investment Advisors
Colorado
$3.01M -$155K -459 -5%
PAM
1103
Peak Asset Management
Colorado
$3.01M -$27.1K -80 -0.9%
PRC
1104
Pearl River Capital
Michigan
$3.01M +$1.56M +4,623 +108%
PCA
1105
Peddock Capital Advisors
Massachusetts
$3M -$25K -74 -0.8%
TW
1106
TrinityPoint Wealth
Connecticut
$3M -$192K -567 -6%
SF
1107
Symphony Financial
Texas
$3M +$239K +708 +9%
EGM
1108
Engineers Gate Manager
New York
$3M -$9.46M -27,981 -76%
PJSIMP
1109
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3M -$136K -429 -4%
FMWA
1110
Forvis Mazars Wealth Advisors
Missouri
$2.98M +$17.2K +51 +0.6%
WWM
1111
Western Wealth Management
Colorado
$2.98M +$236K +698 +9%
MCA
1112
Morris Capital Advisors
Pennsylvania
$2.97M -$3.4M -10,048 -53%
FIA
1113
Foundations Investment Advisors
Arizona
$2.96M -$404K -1,192 -12%
IWC
1114
Integrated Wealth Concepts
Massachusetts
$2.96M +$367K +1,085 +14%
HI
1115
Horizon Investments
North Carolina
$2.95M -$1.7M -5,034 -37%
NIP
1116
Nicholas Investment Partners
California
$2.93M +$2.35M +6,952 +404%
JSC
1117
Jackson Square Capital
California
$2.93M -$2.71K -8 -0.1%
CA
1118
Cullinan Associates
Kentucky
$2.93M +$473K +1,400 +19%
JHP
1119
James Hambro & Partners
United Kingdom
$2.92M -$125K -370 -4%
IFWM
1120
Institute for Wealth Management
Colorado
$2.92M +$96.4K +285 +3%
PAMG
1121
Patton Albertson Miller Group
Tennessee
$2.92M -$95.4K -282 -3%
VPIM
1122
Vanguard Personalized Indexing Management
California
$2.92M +$753K +2,227 +35%
SP
1123
Symmetry Partners
Connecticut
$2.9M +$2.9M +8,572 New
SA
1124
Sicart Associates
New York
$2.9M -$21K -62 -0.7%
SMFG
1125
Sumitomo Mitsui Financial Group
Japan
$2.86M +$2.86M +8,497 New