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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 %
SIA
1651
Strategic Investment Advisors
Michigan
$721K +$116K +343 +19%
CPA
1652
Court Place Advisors
Maryland
$719K
CHAM
1653
Clear Harbor Asset Management
Connecticut
$717K -$10.1K -30 -1%
AIS
1654
American Investment Services
Massachusetts
$712K +$1.02K +3 +0.1%
CCA
1655
Catalyst Capital Advisors
New York
$710K -$1.34M -3,950 -65%
BIM
1656
Baldwin Investment Management
Pennsylvania
$710K
I
1657
INVST
Indiana
$708K -$1.03K -3 -0.1%
DJSG
1658
D.J. St. Germain
Massachusetts
$708K +$116K +342 +20%
UH
1659
Unigestion Holding
Switzerland
$705K +$262K +775 +59%
AIA
1660
Angeles Investment Advisors
California
$704K +$36.2K +107 +5%
CB
1661
Cadence Bank
Mississippi
$701K
NQWM
1662
Northwest Quadrant Wealth Management
Oregon
$701K +$672 +2 +0.1%
CIC
1663
Crawford Investment Counsel
Georgia
$700K -$20.3K -60 -3%
LWM
1664
Loveless Wealth Management
Montana
$700K +$50.7K +150 +8%
RZH
1665
Relyea Zuckerberg Hanson
Connecticut
$699K +$123K +364 +21%
CWG
1666
Cornerstone Wealth Group
North Carolina
$693K +$6.09K +18 +0.9%
BAM
1667
Barrett Asset Management
New York
$693K +$439K +1,300 +173%
KWM
1668
Keebeck Wealth Management
Illinois
$692K +$56.7K +168 +9%
JSL
1669
JT Stratford LLC
Georgia
$691K -$392K -1,161 -36%
GFPC
1670
Global Financial Private Client
Florida
$690K -$21.3K -62 -3%
FPCG
1671
Fort Pitt Capital Group
Pennsylvania
$687K -$335K -990 -33%
AWM
1672
Aberdeen Wealth Management
Illinois
$685K -$268K -794 -28%
CSWG
1673
Cardinal Strategic Wealth Guidance
Kentucky
$685K -$45.7K -135 -6%
MS
1674
Mizuho Securities
Japan
$683K -$1.71M -5,050 -71%
BWP
1675
Baldwin Wealth Partners
Massachusetts
$681K