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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 %
TNBTD
1601
Trustmark National Bank Trust Department
Mississippi
$560K -$169K -700 -23%
DS
1602
DRW Securities
Illinois
$557K +$557K +2,306 New
CSWG
1603
Cardinal Strategic Wealth Guidance
Kentucky
$551K -$99.9K -413 -15%
PWM
1604
Perigon Wealth Management
California
$550K +$331K +1,227 +151%
LWAC
1605
Laurel Wealth Advisors (California)
California
$546K -$29K -120 -5%
KPW
1606
Kore Private Wealth
New York
$545K +$145K +602 +36%
CI
1607
CX Institutional
Indiana
$542K +$172K +714 +47%
Tudor Investment Corp
1608
Tudor Investment Corp
Connecticut
$541K -$1.67M -6,931 -76%
CL
1609
CPWM LLC
Washington
$539K +$37.4K +155 +7%
GWS
1610
Glassman Wealth Services
Virginia
$538K -$28.5K -118 -5%
CLOS
1611
Compagnie Lombard Odier SCmA
Switzerland
$538K +$480K +1,990 +829%
SBSB
1612
Sullivan, Bruyette, Speros & Blaney
Virginia
$537K -$3.63K -15 -0.7%
WorldQuant Millennium Advisors
1613
WorldQuant Millennium Advisors
New York
$535K -$99.3K -411 -16%
MC
1614
Miles Capital
Iowa
$532K +$99.7K +413 +23%
DCM
1615
Donaldson Capital Management
Indiana
$531K +$16.4K +68 +3%
FMTC
1616
Farmers & Merchants Trust Company
California
$529K -$29.7K -123 -5%
WAM
1617
Weatherly Asset Management
California
$529K +$32.6K +135 +7%
OPPTF
1618
OPSEU Pension Plan Trust Fund
Ontario, Canada
$529K +$529K +2,295 New
WG
1619
Welch Group
Alabama
$527K +$117K +482 +28%
FFN
1620
Focus Financial Network
Minnesota
$527K -$30.7K -127 -6%
DA
1621
Detalus Advisors
Missouri
$524K +$6.04K +25 +1%
IWS
1622
Insight Wealth Strategies
California
$523K -$1.02M -4,232 -66%
SWM
1623
SeaCrest Wealth Management
New York
$523K +$13.3K +55 +3%
SMC
1624
Smith, Moore & Co
Missouri
$523K +$18.4K +76 +4%
CIC
1625
Crawford Investment Counsel
Georgia
$520K -$21.8K -90 -4%