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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 %
KMWM
1676
Keudell/Morrison Wealth Management
Oregon
$465K +$725 +3 +0.2%
BB
1677
Bell Bank
North Dakota
$463K -$15.7K -65 -3%
FWM
1678
FFT Wealth Management
Pennsylvania
$459K
TAM
1679
Townsend Asset Management
North Carolina
$458K -$2.17K -9 -0.5%
AT
1680
Arden Trust
Delaware
$458K +$62.1K +257 +16%
OPA
1681
Old Port Advisors
Maine
$457K -$5.32K -22 -1%
SAM
1682
SignalPoint Asset Management
Missouri
$457K
CANY
1683
Caxton Associates (New York)
New York
$457K +$457K +1,891 New
EP
1684
Edgestream Partners
New Jersey
$456K -$75.6K -313 -14%
CWA
1685
Clarity Wealth Advisors
California
$454K -$12.5K -52 -3%
B
1686
Bailard
California
$448K -$70K -290 -14%
RMC
1687
Resources Management Corp
Connecticut
$446K -$25.8K -107 -5%
DA
1688
DSC Advisors
Illinois
$445K -$943K -3,909 -68%
I
1689
INVST
Indiana
$444K +$444K +1,941 New
LBD
1690
Landsberg Bennett & Dubbaneh
Florida
$443K -$1.33M -5,574 -75%
LWM
1691
Loveless Wealth Management
Montana
$443K +$39.8K +165 +10%
HPC
1692
Hobart Private Capital
North Carolina
$442K +$45.9K +190 +12%
EPWM
1693
Essex Private Wealth Management
Massachusetts
$440K -$3.62K -15 -0.8%
LSA
1694
L & S Advisors
California
$439K -$2.62M -10,852 -86%
JA
1695
JOYN Advisors
Georgia
$439K +$54.7K +226 +14%
SWA
1696
Sutton Wealth Advisors
Florida
$434K +$2.66K +11 +0.6%
1WA
1697
180 Wealth Advisors
Washington
$432K +$41.1K +172 +11%
B
1698
Bridgeworth
Alabama
$430K -$11.3K -47 -3%
LIA
1699
LBMC Investment Advisors
Tennessee
$429K +$242K +1,000 +129%
EGA
1700
E&G Advisors
Texas
$423K -$24.2K -100 -5%