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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 %
PJB
1576
Paul John Balson
California
$589K +$589K +2,437 New
LWM
1577
Laidlaw Wealth Management
New York
$588K +$23.2K +96 +4%
CIM
1578
Chiron Investment Management
New York
$586K +$586K +2,427 New
BWA
1579
Beam Wealth Advisors
Louisiana
$582K -$66.7K -276 -10%
LC
1580
Lindbrook Capital
California
$582K +$217K +896 +59%
IIM
1581
Intact Investment Management
Quebec, Canada
$581K
NDSI
1582
Newman Dignan & Sheerar Inc
Rhode Island
$580K -$46K -179 -7%
PTC
1583
Provident Trust Company
Wisconsin
$580K
NQWM
1584
Northwest Quadrant Wealth Management
Oregon
$579K -$36.2K -130 -6%
AAP
1585
Arax Advisory Partners
Colorado
$579K +$10.6K +44 +2%
GVAG
1586
Great Valley Advisor Group
Delaware
$579K +$13.8K +57 +2%
BFO
1587
Biltmore Family Office
North Carolina
$578K +$4.84K +20 +0.8%
JFGIW
1588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$577K -$13.1K -54 -2%
BIA
1589
Bigelow Investment Advisors
Maine
$575K +$966 +4 +0.2%
EAM
1590
Evanson Asset Management
California
$574K +$725 +3 +0.1%
AP
1591
Americana Partners
Texas
$571K +$118K +489 +26%
CSIC
1592
Clifford Swan Investment Counsel
California
$571K +$372K +1,538 +187%
I
1593
IberiaBank
Louisiana
$570K -$48.8K -202 -8%
WAG
1594
Winthrop Advisory Group
Massachusetts
$569K -$70K -290 -11%
ETC
1595
Exchange Traded Concepts
Oklahoma
$569K +$367K +1,517 +181%
PMFA
1596
Plante Moran Financial Advisors
Michigan
$568K +$61.8K +256 +12%
IA
1597
Independence Advisors
Pennsylvania
$565K +$43K +178 +8%
PCMC
1598
Private Capital Management (Colorado)
Colorado
$564K +$27.8K +115 +5%
JWCA
1599
J.W. Coons Advisors
Ohio
$563K +$563K +2,342 New
CCM
1600
Canal Capital Management
Virginia
$562K +$224K +927 +66%