MA icon

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 %
PFWA
1976
Paces Ferry Wealth Advisors
Georgia
$286K +$286K +845 New
BOPW
1977
Brandywine Oak Private Wealth
Pennsylvania
$285K -$24.3K -72 -8%
RWMH
1978
Riverpoint Wealth Management Holdings
Illinois
$284K +$338 +1 +0.1%
ACG
1979
Allen Capital Group
Nebraska
$283K -$53K -153 -16%
WA
1980
WESPAC Advisors
California
$283K -$45K -133 -14%
CBTWT
1981
Community Bank & Trust (Waco, Texas)
Texas
$283K +$283K +837 New
VCM
1982
Versant Capital Management
Arizona
$281K
CSM
1983
CAMG Solamere Management
North Carolina
$281K +$42.3K +125 +18%
MWM
1984
Modera Wealth Management
New Jersey
$279K
ZAM
1985
Zevin Asset Management
Massachusetts
$279K +$279K +824 New
APW
1986
Austin Private Wealth
Texas
$278K
IF
1987
IRON Financial
Illinois
$278K +$3.05K +9 +1%
SI
1988
Scharf Investments
California
$278K +$278K +823 New
KCPG
1989
Kavar Capital Partners Group
Kansas
$277K +$6.77K +20 +3%
SDWMA
1990
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K +$31.5K +93 +13%
CFD
1991
Creative Financial Designs
Indiana
$277K +$47.4K +140 +21%
W
1992
WealthOne
New York
$274K -$28.8K -85 -10%
MPIA
1993
Mountain Pacific Investment Advisers
Idaho
$273K
DS
1994
DRW Securities
Illinois
$272K +$272K +803 New
CCM
1995
Crossvault Capital Management
Texas
$271K
HCM
1996
Heathbridge Capital Management
Ontario, Canada
$271K
WBG
1997
Wharton Business Group
Pennsylvania
$271K
OWM
1998
Orgel Wealth Management
Wisconsin
$271K
BCM
1999
Bridgeway Capital Management
Texas
$271K
WFA
2000
Wellspring Financial Advisors
Ohio
$271K +$40.9K +121 +18%