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Mastercard

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M
Name Holding Trade Value Shares
Change
Shares
Change %
OLA
1951
Oliver Luxxe Assets
New Jersey
$285K
EWM
1952
EPG Wealth Management
Georgia
$284K -$25.7K -87 -8%
MFW
1953
Meristem Family Wealth
Minnesota
$283K
SWA
1954
Stratos Wealth Advisors
Ohio
$283K +$18.6K +63 +7%
WI
1955
Wintrust Investments
Illinois
$283K +$283K +954 New
SFS
1956
Strategic Financial Services
New York
$281K
GWCM
1957
Godshalk Welsh Capital Management
Pennsylvania
$281K
CMO
1958
Covenant Multifamily Offices
Texas
$281K +$281K +950 New
MSR
1959
Main Street Research
Connecticut
$281K +$281K +951 New
BBA
1960
Braun-Bostich & Associates
Pennsylvania
$278K
CIM
1961
Contravisory Investment Management
Massachusetts
$278K +$83.1K +273 +43%
AO
1962
Advisor OS
Illinois
$278K +$278K +941 New
SG
1963
StoneX Group
New York
$277K -$19.3K -65 -7%
LRIA
1964
Leonard Rickey Investment Advisors
Washington
$277K +$277K +936 New
NSB
1965
Norway Savings Bank
Maine
$274K
CG
1966
Corundum Group
Colorado
$272K +$7.69K +26 +3%
BWM
1967
Baystate Wealth Management
Massachusetts
$271K +$5.91K +20 +2%
SAM
1968
Summit Asset Management
Tennessee
$271K +$271K +918 New
BOPW
1969
Brandywine Oak Private Wealth
Pennsylvania
$270K -$55.7K -189 -17%
PWAP
1970
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$270K
NAS
1971
Nicolet Advisory Services
Wisconsin
$269K -$65K -220 -19%
PP
1972
PDS Planning
Ohio
$269K +$269K +910 New
BL
1973
Balentine LLC
Georgia
$268K -$50.6K -171 -16%
SSW
1974
Smith Shellnut Wilson
Mississippi
$268K
SRC
1975
Sage Rhino Capital
California
$268K +$6.21K +21 +2%