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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 %
WCA
1851
Westover Capital Advisors
Delaware
$420K +$420K +1,241 New
QCMC
1852
Quantum Capital Management (California)
California
$419K -$98.3K -291 -19%
VWM
1853
Valley Wealth Managers
New Jersey
$419K -$50.8K -150 -11%
GSWM
1854
Golden State Wealth Management
California
$417K -$276K -817 -40%
11A
1855
10-15 Associates
New York
$417K
BOS
1856
Bingham Osborn & Scarborough
California
$415K -$9.47K -28 -2%
AWM
1857
Aries Wealth Management
Maine
$415K
PFBT
1858
Parkside Financial Bank & Trust
Missouri
$414K -$8.77K -26 -2%
EWM
1859
Evermay Wealth Management
Virginia
$413K
SCA
1860
Stonebridge Capital Advisors
Minnesota
$413K +$5.75K +17 +1%
CCA
1861
Conestoga Capital Advisors
Pennsylvania
$411K
BCM
1862
Becker Capital Management
Oregon
$411K +$26.7K +79 +7%
FLI
1863
Family Legacy Inc
South Carolina
$411K +$37.2K +110 +10%
LSPW
1864
Lake Street Private Wealth
Illinois
$410K +$7.1K +21 +2%
NB
1865
NBT Bank
New York
$410K +$11.5K +34 +3%
WPC
1866
Waters Parkerson & Co
Louisiana
$409K
BCAM
1867
Boston Common Asset Management
Massachusetts
$409K
KFGK
1868
Keystone Financial Group (Kentucky)
Kentucky
$409K +$11.5K +34 +3%
FHA
1869
First Horizon Advisors
Tennessee
$407K -$19.5K -58 -5%
FFW
1870
Fusion Family Wealth
New York
$407K
SB
1871
Sunflower Bank
Texas
$406K -$27K -80 -6%
SLG
1872
Stanley-Laman Group
Pennsylvania
$405K -$6.08K -18 -1%
XWM
1873
Xcel Wealth Management
Florida
$405K
CHA
1874
Carmichael Hill & Associates
Maryland
$404K
SCI
1875
S&CO Inc
Massachusetts
$404K +$676 +2 +0.2%