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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 %
CWM
1901
Campbell Wealth Management
Virginia
$238K -$4.82K -20 -2%
PA
1902
PSI Advisors
Florida
$238K -$2.89K -12 -1%
SVWAG
1903
Sound View Wealth Advisors Group
Georgia
$238K +$27.8K +115 +13%
FA
1904
Fortis Advisors
Pennsylvania
$238K +$76.9K +319 +48%
GL
1905
Graypoint LLC
New York
$236K +$236K +979 New
FPCP
1906
Fort Point Capital Partners
California
$233K -$61.6K -255 -21%
KWM
1907
Keebeck Wealth Management
Illinois
$233K +$61.4K +255 +36%
Cohen & Steers
1908
Cohen & Steers
New York
$232K +$147K +610 +174%
MFW
1909
Meristem Family Wealth
Minnesota
$231K +$28K +116 +14%
BAM
1910
Berkshire Asset Management
Pennsylvania
$231K +$231K +955 New
SFS
1911
Strategic Financial Services
New York
$229K
GWCM
1912
Godshalk Welsh Capital Management
Pennsylvania
$229K
NF
1913
Nikulski Financial
Iowa
$229K +$229K +950 New
SIM
1914
Sonora Investment Management
Arizona
$227K
BPB
1915
Badgley, Phelps & Bell
Washington
$226K +$11.1K +46 +5%
MIM
1916
Marco Investment Management
Georgia
$226K +$19.8K +82 +10%
NP
1917
NorthRock Partners
Minnesota
$225K -$379K -1,567 -63%
CCB
1918
Cutter & Co Brokerage
Missouri
$225K -$8.7K -36 -4%
NSB
1919
Norway Savings Bank
Maine
$224K +$101K +420 +83%
MW
1920
Marcum Wealth
Ohio
$221K -$4.6K -19 -2%
CCM
1921
Cadence Capital Management
Massachusetts
$220K -$12.8K -53 -6%
SSW
1922
Smith Shellnut Wilson
Mississippi
$219K
WB
1923
West Bancorporation
Iowa
$219K +$484 +2 +0.2%
CCFM
1924
Clear Creek Financial Management
Washington
$218K -$2.82K -11 -1%
PAM
1925
Paradigm Asset Management
New York
$217K