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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 %
EF
1176
Empirical Finance
Pennsylvania
$2.52M +$506K +1,496 +25%
SBH
1177
Segall Bryant & Hamill
Illinois
$2.52M -$85.2K -252 -3%
BCA
1178
Berman Capital Advisors
Georgia
$2.52M +$467K +1,383 +23%
BFA
1179
Beaumont Financial Advisors
Massachusetts
$2.51M +$51.1K +151 +2%
PP
1180
Patten & Patten
Tennessee
$2.49M +$126K +373 +5%
SFA
1181
Semmax Financial Advisors
North Carolina
$2.49M -$429K -1,267 -15%
ST
1182
Spinnaker Trust
Maine
$2.47M -$112K -330 -4%
AIM
1183
Anchor Investment Management
South Carolina
$2.46M +$51.4K +152 +2%
HAI
1184
Hennessy Advisors Inc
California
$2.46M -$9.13K -27 -0.4%
AIA
1185
Avalon Investment & Advisory
Texas
$2.46M +$187K +553 +8%
BWA
1186
BDO Wealth Advisors
Florida
$2.45M +$80.1K +237 +3%
CNC
1187
Citizens & Northern Corp
Pennsylvania
$2.44M -$62.2K -184 -2%
EWM
1188
Executive Wealth Management
Michigan
$2.44M +$214K +632 +10%
TA
1189
Tiedemann Advisors
New York
$2.44M -$715K -2,115 -23%
IMOV
1190
Investment Management of Virginia
Virginia
$2.43M -$357K -1,057 -13%
WJWM
1191
Williams Jones Wealth Management
New York
$2.41M -$33.8K -100 -1%
ANTB
1192
AMG National Trust Bank
Colorado
$2.4M +$20.6K +61 +0.9%
TFS
1193
Thoroughbred Financial Services
Tennessee
$2.4M +$52.1K +154 +2%
NC
1194
NovaPoint Capital
Georgia
$2.4M +$141K +418 +6%
VCA
1195
Verdence Capital Advisors
Maryland
$2.39M +$209K +618 +10%
CWM
1196
Cornerstone Wealth Management
Missouri
$2.39M +$83.2K +246 +4%
DC
1197
DeDora Capital
California
$2.39M -$77.5K -229 -3%
SFA
1198
Sequoia Financial Advisors
Ohio
$2.38M -$53.4K -158 -2%
KWM
1199
Kingsview Wealth Management
Oregon
$2.38M +$10.8K +32 +0.5%
AIC
1200
Ameritas Investment Company
Nebraska
$2.35M