MA icon

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 %
JSL
1551
JT Stratford LLC
Georgia
$636K -$123K -511 -16%
MFW
1552
Mosaic Family Wealth
Missouri
$635K -$9.18K -38 -1%
FI
1553
FormulaFolio Investments
Michigan
$633K +$191K +789 +43%
STA
1554
Summit Trail Advisors
New York
$633K +$461K +1,910 +269%
9WM
1555
9258 Wealth Management
Ohio
$631K -$24.4K -92 -4%
EP
1556
Eudaimonia Partners
Tennessee
$630K +$268K +1,109 +74%
GBT
1557
Grove Bank & Trust
Florida
$625K +$148K +615 +31%
MBT
1558
Montecito Bank & Trust
California
$623K +$2.66K +11 +0.4%
CAMG
1559
CWA Asset Management Group
Florida
$623K +$121K +502 +24%
GW
1560
GW & Wade
Massachusetts
$622K +$4.83K +20 +0.8%
AWM
1561
Aberdeen Wealth Management
Illinois
$620K
PWA
1562
Physician Wealth Advisors
Utah
$620K +$87.1K +339 +16%
WA
1563
Wambolt & Associates
Colorado
$618K -$23.2K -96 -4%
MOS
1564
MGO One Seven
Ohio
$618K +$172K +713 +39%
CWG
1565
Cornerstone Wealth Group
North Carolina
$607K +$154K +639 +34%
RA
1566
RFG Advisory
Alabama
$604K -$18.6K -77 -3%
LFM
1567
Lumina Fund Management
New York
$604K +$604K +2,500 New
FIB
1568
First Interstate Bank
Montana
$602K -$41.3K -171 -6%
CF
1569
Copperwynd Financial
Arizona
$600K -$95.7K -396 -14%
MGAM
1570
McGowan Group Asset Management
Texas
$600K +$238K +985 +66%
AL
1571
Aspiriant LLC
California
$595K -$369K -1,531 -38%
EM
1572
Excalibur Management
Massachusetts
$595K +$191K +790 +47%
TCWM
1573
Total Clarity Wealth Management
Illinois
$590K -$22.7K -94 -4%
NFG
1574
Nations Financial Group
Iowa
$590K +$119K +493 +25%
PIA
1575
Perennial Investment Advisors
California
$589K +$33.9K +140 +6%