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Mastercard

2,121 hedge funds and large institutions have $182B invested in Mastercard in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 897 increasing their positions, 868 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
-17
Holders Change %
-0.8%
% of All Funds
46.85%
Holding in Top 10
318
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
7.02%
New
182
Increased
897
Reduced
868
Closed
174
Calls
$1.94B
Puts
$3.13B
Net Calls
-$1.19B
Net Calls Change
-$391M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
1876
Balentine LLC
Georgia
$260K +$46.6K +193 +22%
VCM
1877
Vivaldi Capital Management
Illinois
$258K -$6.03K -25 -2%
PFA
1878
Pinnacle Family Advisors
Missouri
$256K -$29.5K -122 -10%
CISOA
1879
Capital Investment Services of America
Wisconsin
$254K -$48.4K -200 -16%
FRM
1880
Fox Run Management
Connecticut
$254K +$254K +1,052 New
BCA
1881
Bay Colony Advisors
Massachusetts
$253K +$68.2K +282 +37%
CT
1882
Columbia Trust
Oregon
$253K +$83.3K +345 +49%
EWM
1883
EPG Wealth Management
Georgia
$253K +$98.3K +407 +64%
AWE
1884
Avidian Wealth Enterprises
Texas
$249K -$38.6K -160 -13%
BCP
1885
Blackhawk Capital Partners
Wisconsin
$248K -$4.48K -15 -2%
VHAM
1886
Van Hulzen Asset Management
California
$246K -$15.2K -63 -6%
SLG
1887
Stanley-Laman Group
Pennsylvania
$246K +$246K +1,020 New
PWAP
1888
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$245K +$4.03K +15 +2%
RPWA
1889
Regent Peak Wealth Advisors
Georgia
$244K -$8.18K -34 -3%
PM
1890
Precept Management
Texas
$242K -$6.05M -25,000 -96%
PC
1891
Permanens Capital
New York
$242K -$381K -1,575 -61%
SG
1892
StoneX Group
New York
$242K -$172K -711 -42%
CCM
1893
Crossvault Capital Management
Texas
$242K
GC
1894
Grace Capital
Massachusetts
$242K
Pacer Advisors
1895
Pacer Advisors
Pennsylvania
$242K +$15.3K +59 +7%
VFM
1896
Viking Fund Management
North Dakota
$242K +$242K +1,000 New
ACA
1897
Affinity Capital Advisors
California
$241K +$28.8K +111 +14%
BWM
1898
BCS Wealth Management
Tennessee
$240K -$90.5K -375 -27%
VA
1899
Valmark Advisers
Ohio
$240K -$60.9K -252 -20%
LF
1900
Lantz Financial
Illinois
$238K -$8.71K -36 -4%