MA icon

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 %
APP
1326
Avantax Planning Partners
Iowa
$1.69M -$49.4K -146 -3%
ADL
1327
Asset Dedication LLC
California
$1.68M +$192K +572 +13%
MA
1328
Modus Advisors
Minnesota
$1.67M +$394K +1,166 +31%
PSP
1329
Principal Street Partners
Tennessee
$1.67M +$285K +844 +21%
SFPG
1330
Stonebridge Financial Planning Group
Florida
$1.67M +$59.4K +175 +4%
FWM
1331
Fairhaven Wealth Management
Illinois
$1.66M +$99.4K +294 +6%
RWB
1332
RMR Wealth Builders
New Jersey
$1.66M +$539K +1,595 +48%
LA
1333
LVW Advisors
New York
$1.65M -$31.8K -94 -2%
PC
1334
Permit Capital
Pennsylvania
$1.65M -$55.8K -165 -3%
BCWM
1335
Blue Chip Wealth Management
Florida
$1.65M -$15.9K -47 -1%
WBC
1336
West Branch Capital
Massachusetts
$1.64M +$185K +547 +13%
PWMAG
1337
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$13.9K +41 +0.9%
FBT
1338
First Bank & Trust
South Dakota
$1.63M +$46.7K +138 +3%
AF
1339
Allworth Financial
California
$1.63M +$14.9K +44 +0.9%
DWM
1340
Doyle Wealth Management
Florida
$1.63M +$25K +74 +2%
PWP
1341
Principle Wealth Partners
Connecticut
$1.62M -$5.41K -16 -0.3%
SAM
1342
Sompo Asset Management
Japan
$1.61M +$145K +430 +10%
FMII
1343
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$2.37K -7 -0.1%
JCM
1344
Jacobi Capital Management
Pennsylvania
$1.59M -$280K -829 -15%
MSS
1345
Mitchell Sinkler & Starr
Pennsylvania
$1.59M +$37.2K +110 +2%
PIC
1346
PCJ Investment Counsel
Ontario, Canada
$1.59M -$609K -1,800 -28%
DA
1347
Duality Advisers
Florida
$1.58M -$2.42M -7,148 -60%
FWM
1348
Foresight Wealth Management
Utah
$1.58M +$151K +446 +11%
IWS
1349
Insight Wealth Strategies
California
$1.58M +$464K +1,371 +42%
RIA
1350
Realta Investment Advisors
Delaware
$1.57M -$388K -1,146 -20%