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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 %
PFG
1751
PAX Financial Group
Texas
$540K +$2.37K +7 +0.4%
PPP
1752
Private Portfolio Partners
New Jersey
$539K -$31.1K -92 -5%
WKWM
1753
Walter & Keenan Wealth Management
Indiana
$539K -$54.1K -160 -9%
AA
1754
Argent Advisors
Louisiana
$539K +$34.8K +103 +7%
PWM
1755
Perigon Wealth Management
California
$536K -$155K -458 -22%
AM
1756
Atwater Malick
Pennsylvania
$534K
FBC
1757
Fairfield, Bush & Co
Connecticut
$534K +$16.9K +50 +3%
TFS
1758
TrustCore Financial Services
Tennessee
$533K -$21K -62 -4%
GIP
1759
Greatmark Investment Partners
Georgia
$533K
PWM
1760
PBMares Wealth Management
Virginia
$533K +$9.13K +27 +2%
SW
1761
SkyOak Wealth
Michigan
$532K -$9.8K -29 -2%
MKC
1762
M. Kraus & Co
Vermont
$530K +$1.69K +5 +0.3%
IFO
1763
Independent Family Office
New York
$529K
ICM
1764
IMS Capital Management
Oregon
$527K -$42.3K -125 -7%
NNP
1765
Nachman Norwood & Parrott
South Carolina
$527K +$3.72K +11 +0.7%
CRWM
1766
Castle Rock Wealth Management
California
$526K +$526K +1,579 New
WC
1767
Weil Company
California
$524K +$10.5K +31 +2%
CA
1768
Claro Advisors
Massachusetts
$522K -$676 -2 -0.1%
1WA
1769
180 Wealth Advisors
Washington
$521K -$24.2K -73 -4%
MIM
1770
Moseley Investment Management
Florida
$520K -$338K -1,001 -39%
ME
1771
McIlrath & Eck
Washington
$520K +$8.45K +25 +2%
AW
1772
Alpha Windward
Massachusetts
$519K +$1.69K +5 +0.3%
CP
1773
Camelot Portfolios
Ohio
$518K -$50K -148 -9%
SVCP
1774
Silicon Valley Capital Partners
California
$516K +$516K +1,527 New
PNC
1775
Park National Corp
Ohio
$515K +$42.3K +125 +9%