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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 %
CP
1926
Coho Partners
Pennsylvania
$341K
GC
1927
Grace Capital
Massachusetts
$338K
TSS
1928
Two Sigma Securities
New York
$337K -$2.56M -7,571 -88%
LF
1929
Lantz Financial
Illinois
$336K +$1.69K +5 +0.5%
HCP
1930
Hexagon Capital Partners
Arkansas
$336K +$336K +1,162 New
CB
1931
Community Bank
New York
$335K +$37.2K +110 +13%
PA
1932
PSI Advisors
Florida
$334K
AFAS
1933
Acorn Financial Advisory Services
Virginia
$332K -$77.8K -230 -19%
CWM
1934
Campbell Wealth Management
Virginia
$331K -$3.72K -11 -1%
CIM
1935
Contravisory Investment Management
Massachusetts
$331K +$22.6K +67 +7%
PP
1936
PDS Planning
Ohio
$329K +$21.3K +63 +7%
CG
1937
Corundum Group
Colorado
$328K +$16.6K +49 +5%
KM
1938
Kalos Management
Georgia
$327K +$327K +969 New
OLA
1939
Oliver Luxxe Assets
New Jersey
$326K
MFW
1940
Meristem Family Wealth
Minnesota
$324K
TIS
1941
Tortoise Index Solutions
Kansas
$321K -$24.7K -73 -7%
GWCM
1942
Godshalk Welsh Capital Management
Pennsylvania
$321K
BCP
1943
Blackhawk Capital Partners
Wisconsin
$321K +$11.8K +40 +4%
NP
1944
NorthRock Partners
Minnesota
$320K +$43.3K +128 +16%
SAM
1945
Summit Asset Management
Tennessee
$319K +$8.46K +25 +3%
CSPIA
1946
Cary Street Partners Investment Advisory
Virginia
$318K +$85.5K +253 +37%
MS
1947
Maven Securities
Jersey
$317K +$317K +927 New
WFMPM
1948
Woodley Farra Manion Portfolio Management
Indiana
$315K -$238K -702 -43%
MSFP
1949
Mark Sheptoff Financial Planning
Connecticut
$313K -$88K -260 -22%
TAM
1950
Townsend Asset Management
North Carolina
$312K -$325K -960 -51%