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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 %
Cohen & Steers
1626
Cohen & Steers
New York
$766K
CCM
1627
Cribstone Capital Management
Maine
$765K +$120K +354 +19%
AT
1628
Arden Trust
Delaware
$763K -$46.7K -138 -6%
APWM
1629
Atlas Private Wealth Management
New York
$762K +$66.3K +196 +10%
AC
1630
Aristides Capital
Kentucky
$761K -$761K -2,250 -50%
LC
1631
Lindbrook Capital
California
$759K -$11.2K -33 -1%
LWM
1632
Lionsbridge Wealth Management
Florida
$757K +$37.9K +112 +5%
AL
1633
Aspiriant LLC
California
$756K -$77.8K -230 -9%
HL
1634
HeadInvest LLC
Maine
$755K +$227K +670 +43%
LIA
1635
LBMC Investment Advisors
Tennessee
$754K +$154K +456 +26%
BFS
1636
Baskin Financial Services
Ontario, Canada
$753K +$233K +689 +45%
RPWA
1637
Regent Peak Wealth Advisors
Georgia
$748K -$4.39K -13 -0.6%
BO
1638
BRR OpCo
Ohio
$746K -$506K -1,497 -40%
OPPTF
1639
OPSEU Pension Plan Trust Fund
Ontario, Canada
$745K +$44.1K +129 +6%
HC
1640
Hendley & Co
Ohio
$745K +$745K +2,203 New
PWM
1641
PRW Wealth Management
Massachusetts
$743K -$180K -532 -19%
9WM
1642
9258 Wealth Management
Ohio
$743K +$47.9K +166 +7%
OWA
1643
Outlook Wealth Advisors
Texas
$741K +$7.44K +22 +1%
PJB
1644
Paul John Balson
California
$738K -$109K -323 -13%
RM
1645
Resource Management
Louisiana
$736K +$90.9K +269 +14%
BPGAM
1646
BTG Pactual Global Asset Management
Bermuda
$731K -$658K -1,946 -47%
PIA
1647
Pinion Investment Advisors
Kansas
$727K
CCMG
1648
Clark Capital Management Group
Pennsylvania
$725K -$164K -484 -18%
PAS
1649
Partnervest Advisory Services
California
$725K +$24.4K +72 +3%
MSAM
1650
Moloney Securities Asset Management
Missouri
$724K -$55.8K -165 -7%