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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 %
WTC
1501
WhitTier Trust Company
Nevada
$720K -$175K -725 -20%
EW
1502
Evoke Wealth
California
$719K -$356K -1,473 -33%
QCM
1503
Quest Capital Management
Texas
$718K +$44.9K +186 +7%
JMFC
1504
J.M. Forbes & Co
Massachusetts
$717K -$8.45K -35 -1%
BCM
1505
Breiter Capital Management
Florida
$716K -$12.3K -51 -2%
BBA
1506
BLB&B Advisors
Pennsylvania
$716K -$2.41K -10 -0.3%
TCM
1507
Tributary Capital Management
Nebraska
$713K -$24.2K -100 -3%
WBC
1508
West Branch Capital
Massachusetts
$713K -$3.14K -13 -0.4%
SMFS
1509
Squar Milner Financial Services
California
$708K +$147K +608 +26%
CB
1510
CNB Bank
Pennsylvania
$700K -$23.7K -98 -3%
PWM
1511
PRW Wealth Management
Massachusetts
$699K +$699K +2,894 New
MF
1512
Magnetar Financial
Illinois
$698K +$698K +2,891 New
FEM
1513
Fulcrum Equity Management
Texas
$696K +$696K +2,883 New
CCMG
1514
Clark Capital Management Group
Pennsylvania
$694K -$67.4K -279 -9%
KF
1515
Krilogy Financial
Missouri
$694K +$694K +2,872 New
HWA
1516
HCR Wealth Advisors
California
$691K -$177K -731 -20%
GRP
1517
Global Retirement Partners
California
$689K -$149K -617 -18%
CA
1518
Calton & Associates
Florida
$688K -$188K -778 -21%
IIM
1519
Ipswich Investment Management
Massachusetts
$688K -$96.8K -401 -12%
PWLP
1520
Prio Wealth Limited Partnership
Massachusetts
$687K -$42.3K -175 -6%
LWM
1521
Lenox Wealth Management
Ohio
$686K -$15K -62 -2%
HFG
1522
Heron Financial Group
New York
$686K -$8.13K -30 -1%
PRC
1523
Pearl River Capital
Michigan
$686K +$420K +1,738 +158%
OC
1524
Oakworth Capital
Alabama
$684K +$176K +730 +35%
OPS
1525
Orion Portfolio Solutions
Nebraska
$679K +$83.9K +347 +14%