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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 %
CIM
1976
Contravisory Investment Management
Massachusetts
$155K +$62.5K +258 +68%
CFO
1977
CVA Family Office
Colorado
$153K +$153K +633 New
WCG
1978
Weaver Consulting Group
California
$151K +$53.8K +223 +55%
FNBOSM
1979
First National Bank of South Miami
Florida
$138K +$51.6K +214 +60%
SAS
1980
Stelac Advisory Services
New York
$136K +$136K +561 New
M
1981
MOTCO
Texas
$135K +$32.9K +136 +32%
NIM
1982
NuWave Investment Management
New Jersey
$134K +$81.6K +338 +156%
PGAM
1983
Princeton Global Asset Management
New Jersey
$133K +$10.6K +44 +9%
PCMK
1984
Paragon Capital Management (Kansas)
Kansas
$133K +$133K +551 New
EI
1985
Ellevest Inc
New York
$132K +$34.6K +143 +35%
CAM
1986
Cacti Asset Management
Georgia
$127K
MF
1987
Manchester Financial
California
$126K -$8.91K -37 -7%
PH
1988
Pinnacle Holdings
Oklahoma
$123K +$123K +510 New
SLF
1989
Sun Life Financial
Ontario, Canada
$122K -$6.06K -25 -5%
BAM
1990
Barrett Asset Management
New York
$121K
O
1991
Ossiam
France
$119K -$35.9M -148,858 -100%
JFA
1992
JNBA Financial Advisors
Minnesota
$118K +$67.6K +280 +134%
TPWA
1993
TRUE Private Wealth Advisors
Oregon
$116K +$25.9K +108 +29%
FP
1994
Financial Perspectives
Minnesota
$115K +$109K +453 +1,888%
TSW
1995
Thompson Siegel & Walmsley
Virginia
$112K -$239K -992 -68%
MWP
1996
Meridian Wealth Partners
Pennsylvania
$112K +$3.13K +13 +3%
CAM
1997
CenterStar Asset Management
Illinois
$111K
WPA
1998
West Paces Advisors
Georgia
$109K -$12.8K -53 -10%
DWM
1999
Darwin Wealth Management
Florida
$109K +$109K +453 New
APC
2000
Aspire Private Capital
North Carolina
$106K -$10.4K -43 -9%