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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 %
CCB
1901
Cutter & Co Brokerage
Missouri
$373K +$2.37K +7 +0.6%
WCWM
1902
Willow Creek Wealth Management
California
$373K +$84.5K +250 +29%
PA
1903
Prism Advisors
California
$372K -$140K -415 -27%
WCM
1904
Wallace Capital Management
Texas
$372K
EI
1905
Ellevest Inc
New York
$372K +$33.1K +98 +10%
CISOA
1906
Capital Investment Services of America
Wisconsin
$369K
POIA
1907
Pin Oak Investment Advisors
Texas
$369K +$339 +1 +0.1%
NC
1908
Northcape Capital
Australia
$366K -$39.2K -125 -10%
FIM
1909
Fernwood Investment Management
Massachusetts
$365K
EWM
1910
EPG Wealth Management
Georgia
$361K +$36.8K +109 +11%
FFA
1911
Founders Financial Alliance
North Carolina
$361K +$361K +1,066 New
MWC
1912
MBM Wealth Consultants
Missouri
$360K -$10.8K -32 -3%
SYBT
1913
Stock Yards Bank & Trust
Kentucky
$359K +$61.8K +183 +21%
SIM
1914
Sonora Investment Management
Arizona
$358K +$8.78K +26 +3%
SVWAG
1915
Sound View Wealth Advisors Group
Georgia
$352K
BFWA
1916
Benchmark Financial Wealth Advisors
Florida
$352K +$66.7K +197 +23%
SG
1917
StoneX Group
New York
$351K +$34.8K +103 +11%
MWA
1918
Meridian Wealth Advisors
Texas
$351K +$351K +1,038 New
TI
1919
tru Independence
Oregon
$347K -$146K -432 -30%
ACWM
1920
Adams Chetwood Wealth Management
North Carolina
$347K
CMO
1921
Covenant Multifamily Offices
Texas
$347K +$25.4K +75 +8%
CFO
1922
CVA Family Office
Colorado
$347K +$71.1K +210 +26%
GP
1923
Geneva Partners
Wisconsin
$345K
SDWIA
1924
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K +$5.08K +15 +1%
PW
1925
Price Wealth
Texas
$343K +$324K +958 +1,681%