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Mastercard

2,121 hedge funds and large institutions have $182B invested in Mastercard in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 897 increasing their positions, 868 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
-17
Holders Change %
-0.8%
% of All Funds
46.85%
Holding in Top 10
318
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
7.02%
New
182
Increased
897
Reduced
868
Closed
174
Calls
$1.94B
Puts
$3.13B
Net Calls
-$1.19B
Net Calls Change
-$391M
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
1451
Brighton Jones LLC
Washington
$814K -$142K -587 -15%
SIG
1452
Sargent Investment Group
Maryland
$813K -$14.5K -60 -2%
B
1453
Brightworth
Georgia
$811K -$41.1K -170 -5%
WWM
1454
Windsor Wealth Management
Indiana
$807K +$63.5K +263 +9%
CA
1455
Cullinan Associates
Kentucky
$806K -$332K -1,375 -29%
GIA
1456
Gladstone Institutional Advisory
Florida
$801K +$72.2K +299 +10%
MWM
1457
Mission Wealth Management
California
$799K +$51.2K +212 +7%
SAMC
1458
Spectrum Asset Management (California)
California
$791K -$467K -1,935 -37%
EWA
1459
EP Wealth Advisors
California
$790K +$54.1K +224 +7%
BRG
1460
Bay Rivers Group
Virginia
$789K +$789K +3,265 New
JDR
1461
Jay D. Rosenbaum
$783K -$10.1K -42 -1%
PGFC
1462
Peapack-Gladstone Financial Corp
New Jersey
$783K +$50.8K +210 +7%
FNBSF
1463
First National Bank Sioux Falls
South Dakota
$781K
YIA
1464
YHB Investment Advisors
Connecticut
$781K +$90.5K +375 +13%
OCM
1465
One Capital Management
California
$781K +$524K +2,169 +204%
SIA
1466
SeaBridge Investment Advisors
New Jersey
$778K +$31.4K +130 +4%
MWVC
1467
Morgens Waterfall Vintiadis & Co
New York
$773K -$797K -3,300 -51%
CWM
1468
Confluence Wealth Management
Oregon
$769K
SA
1469
Shilanski & Associates
Alaska
$769K +$21.5K +89 +3%
BAM
1470
Belpointe Asset Management
Nevada
$767K -$52.4K -217 -6%
BWM
1471
Buckley Wealth Management
Nevada
$764K +$85.2K +353 +13%
UH
1472
Unigestion Holding
Switzerland
$764K +$764K +3,163 New
ALAM
1473
Asahi Life Asset Management
Japan
$761K -$312K -1,290 -29%
AWM
1474
Aevitas Wealth Management
Massachusetts
$761K -$31.4K -130 -4%
PSC
1475
Prentiss Smith & Co
Vermont
$758K +$38.7K +160 +5%