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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 %
AWM
1651
Alterna Wealth Management
Texas
$494K +$73.5K +304 +17%
EWM
1652
Empirical Wealth Management
Washington
$494K +$238K +987 +93%
BP
1653
BBR Partners
New York
$493K -$486K -2,010 -50%
HWM
1654
Howard Wealth Management
Connecticut
$491K +$12.6K +52 +3%
SM
1655
Sciencast Management
New Jersey
$487K +$487K +2,075 New
ICM
1656
IMS Capital Management
Oregon
$485K -$459K -1,900 -49%
WP
1657
WealthSource Partners
California
$483K +$50.4K +209 +12%
PA
1658
PFG Advisors
Arizona
$483K +$77.4K +307 +19%
GFPC
1659
Global Financial Private Client
Florida
$482K +$54.4K +238 +13%
SIM
1660
Sadoff Investment Management
Wisconsin
$480K
RWM
1661
Ritholtz Wealth Management
New York
$480K +$55.8K +231 +13%
CW
1662
CreativeOne Wealth
Kansas
$480K +$142K +587 +42%
WMA
1663
Wealth Management Associates
New Jersey
$478K +$21K +87 +5%
RIM
1664
Regent Investment Management
Kentucky
$475K -$48.3K -200 -9%
CFA
1665
CWS Financial Advisors
Michigan
$473K
MS
1666
Mizuho Securities
Japan
$471K -$1.61M -6,670 -77%
KIA
1667
KCM Investment Advisors
California
$471K +$12.1K +50 +3%
HCM
1668
Heathbridge Capital Management
Ontario, Canada
$471K +$471K +1,950 New
CT
1669
Cambridge Trust
Massachusetts
$470K -$25.8K -107 -5%
AL
1670
Arnhold LLC
New York
$470K +$470K +1,947 New
PAS
1671
Partnervest Advisory Services
California
$469K -$79K -327 -14%
PFA
1672
Professional Financial Advisors
Nebraska
$469K -$17.6K -64 -4%
GC
1673
Giverny Capital
Quebec, Canada
$469K
LWM
1674
Lionsbridge Wealth Management
Florida
$469K +$463K +1,914 +7,362%
C
1675
Certuity
Florida
$466K -$63.6K -263 -12%