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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 %
PA
1276
Paragon Advisors
Texas
$1.95M -$90.7K -268 -4%
CMANY
1277
Capital Management Associates (New York)
New York
$1.95M -$11.8K -35 -0.6%
WPW
1278
Waldron Private Wealth
Pennsylvania
$1.93M +$166K +491 +9%
GCA
1279
Genesee Capital Advisors
New York
$1.93M -$39.9K -118 -2%
EFSCE
1280
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M -$14.5K -43 -0.7%
HCM
1281
Howland Capital Management
Massachusetts
$1.93M
EFEM
1282
Eos Focused Equity Management
New York
$1.91M -$512K -1,513 -21%
IPW
1283
Inlet Private Wealth
Florida
$1.91M
FPS
1284
Fieldpoint Private Securities
Connecticut
$1.91M -$21.3K -63 -1%
CLOS
1285
Compagnie Lombard Odier SCmA
Switzerland
$1.9M +$1M +2,963 +111%
LNB
1286
Ledyard National Bank
$1.9M +$53.4K +158 +3%
BDF
1287
Balasa Dinverno & Foltz
$1.9M +$48.7K +144 +3%
PLFAM
1288
Pineno Levin & Ford Asset Management
Virginia
$1.88M
PWM
1289
Peterson Wealth Management
Nevada
$1.88M +$44.3K +131 +2%
MFG
1290
Merit Financial Group
Georgia
$1.87M +$30.4K +90 +2%
AP
1291
Appleton Partners
Massachusetts
$1.86M
BPM
1292
Bowling Portfolio Management
Ohio
$1.86M +$849K +2,511 +84%
PWPS
1293
Pinnacle Wealth Planning Services
Ohio
$1.85M -$14.5K -43 -0.8%
SFSIG
1294
San Francisco Sentry Investment Group
California
$1.84M +$17.2K +51 +0.9%
RWA
1295
Ropes Wealth Advisors
Massachusetts
$1.84M +$103K +305 +6%
EH
1296
Equitable Holdings
New York
$1.83M +$149K +440 +9%
FAN
1297
Financial Advisors Network
California
$1.81M -$197K -583 -10%
OIS
1298
Okabena Investment Services
Minnesota
$1.81M -$647K -1,914 -26%
NIA
1299
Northstar Investment Advisors
Colorado
$1.8M -$116K -342 -6%
NPF
1300
Norris Perne & French
Michigan
$1.8M +$24.7K +73 +1%