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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 %
Financial Engines Advisors
1876
Financial Engines Advisors
California
$404K +$130K +385 +47%
SFWA
1877
Summit Financial Wealth Advisors
Louisiana
$403K -$42.3K -146 -9%
VCM
1878
Vivaldi Capital Management
Illinois
$400K -$45.6K -136 -10%
AWM
1879
Alterna Wealth Management
Texas
$398K -$293K -867 -42%
KLCM
1880
KG&L Capital Management
Louisiana
$398K +$398K +1,177 New
YMRC
1881
Yorktown Management & Research Company
Virginia
$396K +$396K +1,170 New
IC
1882
Intersect Capital
California
$396K +$396K +1,172 New
DMC
1883
Drexel Morgan & Co
Pennsylvania
$395K
NP
1884
Ninepoint Partners
Ontario, Canada
$394K -$40.2K -119 -9%
SPIO
1885
Seven Post Investment Office
California
$394K
HFM
1886
Hartford Financial Management
Connecticut
$393K -$6.76K -20 -2%
CL
1887
Choreo LLC
Illinois
$393K
AAM
1888
Aureus Asset Management
Massachusetts
$393K +$51K +151 +15%
EPA
1889
Element Pointe Advisors
Florida
$392K
CC
1890
Callan Capital
California
$390K -$42K -124 -10%
NSB
1891
Norway Savings Bank
Maine
$389K +$76K +225 +24%
MG
1892
Mather Group
Illinois
$388K +$103K +305 +36%
AWE
1893
Avidian Wealth Enterprises
Texas
$387K +$26.7K +79 +7%
PIM
1894
Profit Investment Management
Maryland
$386K -$27K -80 -7%
LF
1895
LifeSteps Financial
California
$384K +$19.3K +57 +5%
WAAG
1896
Wealth Alliance Advisory Group
Kansas
$380K +$380K +1,123 New
CC
1897
Courier Capital
New York
$377K +$314 +1 +0.1%
AWM
1898
Aprio Wealth Management
Georgia
$375K -$29.1K -86 -7%
MSR
1899
Main Street Research
Connecticut
$374K +$52.4K +155 +16%
SC
1900
Solstein Capital
California
$373K