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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 %
CCC
1801
Chelsea Counsel Company
California
$486K +$10.1K +30 +2%
MIC
1802
Means Investment Company
Maine
$484K +$27.9K +89 +6%
NF
1803
Nikulski Financial
Iowa
$484K +$57.5K +170 +13%
SGK
1804
Steigerwald Gordon & Koch
Virginia
$483K -$36.9K -109 -7%
GCP
1805
GSA Capital Partners
United Kingdom
$481K -$541K -1,597 -53%
CWP
1806
Capital Wealth Planning
Florida
$479K -$98.5K -291 -17%
CL
1807
CPWM LLC
Washington
$479K -$1.69K -5 -0.4%
CPW
1808
Catalyst Private Wealth
California
$477K +$477K +1,410 New
BWM
1809
BerganKDV Wealth Management
Minnesota
$476K -$5.41K -16 -1%
BPB
1810
Badgley, Phelps & Bell
Washington
$475K +$183K +542 +63%
GFS
1811
GYL Financial Synergies
Connecticut
$473K +$33.8K +100 +8%
CWC
1812
Carolinas Wealth Consulting
North Carolina
$471K +$174K +514 +58%
RMAM
1813
Raab & Moskowitz Asset Management
New Jersey
$470K +$3.38K +10 +0.7%
MMPW
1814
Mitchell McLeod Pugh & Williams
Alabama
$467K +$12.9K +38 +3%
JIP
1815
Jaffetilchin Investment Partners
Florida
$467K +$20K +59 +4%
RIM
1816
Rockbridge Investment Management
New York
$467K +$262K +776 +128%
CAS
1817
Cascadia Advisory Services
Oregon
$466K -$53.4K -158 -10%
VA
1818
Valmark Advisers
Ohio
$466K +$80.8K +239 +21%
AFP
1819
Ausdal Financial Partners
Iowa
$461K -$8.12K -24 -2%
AWM
1820
Apollon Wealth Management
South Carolina
$460K -$99.2K -293 -18%
FNBOH
1821
First National Bank of Hutchinson
Kansas
$460K -$16.2K -48 -3%
ZIC
1822
ZWJ Investment Counsel
Georgia
$457K -$53.4K -158 -10%
FMTCOCP
1823
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$457K
DAC
1824
Dividend Assets Capital
South Carolina
$457K +$457K +1,351 New
TP
1825
Truvvo Partners
New York
$456K +$676 +2 +0.1%