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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 %
CWA
1701
Clarity Wealth Advisors
California
$634K -$16.9K -50 -3%
HCM
1702
Horiko Capital Management
New York
$632K
WP
1703
WealthShield Partners
North Carolina
$627K -$6.76K -20 -1%
BRC
1704
Bell Rock Capital
Delaware
$626K +$21.6K +64 +4%
PWA
1705
Providence Wealth Advisors
Illinois
$626K +$626K +1,850 New
RMC
1706
Resources Management Corp
Connecticut
$625K
LIM
1707
Lagoda Investment Management
New York
$625K +$181K +534 +41%
OPA
1708
Old Port Advisors
Maine
$624K -$14.5K -43 -2%
KMWM
1709
Keudell/Morrison Wealth Management
Oregon
$620K -$43K -127 -6%
SAM
1710
SignalPoint Asset Management
Missouri
$619K -$4.06K -12 -0.7%
WCM
1711
Wedge Capital Management
North Carolina
$617K
SWA
1712
Sutton Wealth Advisors
Florida
$616K
BCA
1713
Bay Colony Advisors
Massachusetts
$616K +$243K +718 +65%
FMTC
1714
Farmers & Merchants Trust Company
California
$615K -$111K -329 -15%
HHGA
1715
Halbert Hargrove Global Advisors
California
$615K +$14.9K +44 +2%
EGA
1716
E&G Advisors
Texas
$615K +$23.3K +69 +4%
LSA
1717
L & S Advisors
California
$610K -$4.73K -14 -0.8%
Tudor Investment Corp
1718
Tudor Investment Corp
Connecticut
$609K -$1.49M -4,410 -71%
FC
1719
Financial Consulate
Maryland
$607K -$2.03K -6 -0.3%
RIM
1720
Regent Investment Management
Kentucky
$604K
JF
1721
Jump Financial
Illinois
$603K +$603K +1,785 New
CIP
1722
Convergence Investment Partners
Florida
$600K -$1.46M -4,312 -71%
CPO
1723
Cerity Partners OCIO
New York
$599K +$61.2K +181 +11%
SAM
1724
Secure Asset Management
Michigan
$597K +$597K +1,766 New
GDP
1725
Great Diamond Partners
Maine
$596K +$8.78K +26 +1%