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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 %
EARNEST Partners
2001
EARNEST Partners
Georgia
$106K
SIMG
2002
Stephens Investment Management Group
Texas
$104K
CA
2003
Crewe Advisors
Utah
$103K
TC
2004
Trust Company
Kansas
$102K
BII
2005
Bainco International Investors
Massachusetts
$100K +$100K +415 New
RBC
2006
Roble Belko & Company
Pennsylvania
$99K
SQA
2007
Simon Quick Advisors
New Jersey
$98K -$62.8K -259 -39%
WAP
2008
Wealthcare Advisory Partners
Pennsylvania
$98K +$10.8K +45 +12%
PCA
2009
Providence Capital Advisors
North Carolina
$97K
PP
2010
Pacifica Partners
Canada
$95K +$9.84K +38 +12%
NO
2011
Ninety One
South Africa
$84K +$84K +337 New
IBOK
2012
Independence Bank of Kentucky
Kentucky
$79K +$9.72K +40 +14%
GWMIA
2013
Global Wealth Management Investment Advisory
Florida
$77K +$12.1K +50 +19%
HCM
2014
Highlander Capital Management
New Jersey
$72K
BCM
2015
Blume Capital Management
California
$72K
CFG
2016
Capstone Financial Group
Oklahoma
$72K +$24K +100 +50%
FRA
2017
Front Row Advisors
California
$71K +$44K +161 +163%
VCM
2018
Vigilant Capital Management
Maine
$70K -$58.7K -243 -46%
CAL
2019
Capital Advisors Ltd
Ohio
$70K
CCA
2020
Column Capital Advisors
Indiana
$69K +$11.7K +48 +20%
CYG
2021
Clean Yield Group
Vermont
$69K +$49.8K +207 +259%
FGAM
2022
Financial Gravity Asset Management
Texas
$65.3K -$42.8K -541 -40%
LWM
2023
Liberty Wealth Management
California
$65K -$27.5K -114 -30%
AWM
2024
AllSquare Wealth Management
New York
$61K
ST
2025
Sageworth Trust
Pennsylvania
$60K