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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 %
FFWA
1576
FRG Family Wealth Advisors
Washington
$873K
CWM
1577
Confluence Wealth Management
Oregon
$865K -$27.7K -102 -3%
PWLP
1578
Prio Wealth Limited Partnership
Massachusetts
$862K -$7.1K -21 -0.8%
UBG
1579
United Bank (Georgia)
Georgia
$861K +$68.3K +202 +9%
GWSG
1580
GPS Wealth Strategies Group
Colorado
$859K +$859K +2,540 New
KTC
1581
Kistler-Tiffany Companies
Pennsylvania
$856K +$5.75K +17 +0.7%
PMFA
1582
Plante Moran Financial Advisors
Michigan
$848K +$46.6K +138 +6%
GAG
1583
GM Advisory Group
New York
$846K
LFM
1584
Lumina Fund Management
New York
$845K
BS
1585
Boenning & Scattergood
Pennsylvania
$845K +$314K +928 +59%
PCP
1586
Proficio Capital Partners
Massachusetts
$844K
PCAP
1587
Pratt Collard Advisory Partners
New York
$843K -$23.4K -69 -3%
CAN
1588
Claraphi Advisory Network
United States
$837K -$103K -305 -11%
HPWM
1589
Highland Private Wealth Management
Washington
$836K +$153K +454 +22%
FHC
1590
First Horizon Corporation
Tennessee
$834K +$834K +2,467 New
LF
1591
Lee Financial
Texas
$829K -$186K -550 -18%
CFA
1592
CWS Financial Advisors
Michigan
$828K -$8.12K -24 -1%
MGIA
1593
Moneta Group Investment Advisors
Missouri
$827K -$291K -861 -26%
AC
1594
Avestar Capital
New York
$826K -$96.7K -304 -10%
IA
1595
Independence Advisors
Pennsylvania
$826K
FIB
1596
First Interstate Bank
Montana
$825K -$40.6K -120 -5%
EAM
1597
Evanson Asset Management
California
$825K
CSIC
1598
Clifford Swan Investment Counsel
California
$820K +$16.9K +50 +2%
CA
1599
Calton & Associates
Florida
$819K +$58.8K +174 +8%
C
1600
Certuity
Florida
$815K +$4.06K +12 +0.5%