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Mastercard

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M
Name Holding Trade Value Shares
Change
Shares
Change %
RMC
1726
Resources Management Corp
Connecticut
$546K
SAM
1727
SignalPoint Asset Management
Missouri
$544K -$14.8K -50 -3%
B
1728
Bridgeworth
Alabama
$542K +$15.7K +53 +3%
WCM
1729
Wedge Capital Management
North Carolina
$540K +$540K +1,826 New
OR
1730
Olympiad Research
Connecticut
$539K +$210K +710 +64%
SMH
1731
Sanders Morris Harris
Texas
$539K +$539K +1,814 New
SWA
1732
Sutton Wealth Advisors
Florida
$539K +$7.1K +24 +1%
LSA
1733
L & S Advisors
California
$538K
Capstone Investment Advisors
1734
Capstone Investment Advisors
New York
$536K +$536K +1,811 New
FCA
1735
FLC Capital Advisors
California
$533K -$394K -1,290 -43%
EPWM
1736
Essex Private Wealth Management
Massachusetts
$533K -$5.32K -18 -1%
FC
1737
Financial Consulate
Maryland
$533K +$100K +339 +23%
PR
1738
Payden & Rygel
California
$532K +$532K +1,800 New
OFS
1739
Oldfather Financial Services
Nebraska
$531K +$61.7K +200 +13%
I
1740
IberiaBank
Louisiana
$530K -$168K -569 -24%
BRC
1741
Bell Rock Capital
Delaware
$528K -$100K -340 -16%
SIA
1742
Strategic Investment Advisors
Michigan
$528K -$81K -274 -13%
RIM
1743
Regent Investment Management
Kentucky
$528K -$53.2K -180 -9%
C1AG
1744
Client 1st Advisory Group
Florida
$526K +$124K +403 +31%
LIA
1745
LBMC Investment Advisors
Tennessee
$525K
HHGA
1746
Halbert Hargrove Global Advisors
California
$525K +$19.5K +66 +4%
CFA
1747
Carroll Financial Associates
North Carolina
$521K +$193K +653 +59%
DJSG
1748
D.J. St. Germain
Massachusetts
$518K -$97.5K -330 -16%
WKWM
1749
Walter & Keenan Wealth Management
Indiana
$518K +$156K +528 +43%
EGA
1750
E&G Advisors
Texas
$517K