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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 %
HR
2026
Howe & Rusling
New York
$57K +$28K +116 +97%
KFS
2027
Kelly Financial Services
Massachusetts
$57K -$13.5K -56 -19%
VEA
2028
Virtus ETF Advisers
New York
$53K +$8.43K +35 +19%
JWM
2029
Janiczek Wealth Management
Colorado
$52K
TF
2030
TimeScale Financial
Massachusetts
$50K
CDIA
2031
Capital Directions Investment Advisors
Georgia
$48K
HWM
2032
HighMark Wealth Management
Minnesota
$48K
CFD
2033
Creative Financial Designs
Indiana
$48K +$48K +199 New
BHWM
2034
Bay Harbor Wealth Management
Maryland
$47K +$5.52K +23 +13%
CFFP
2035
Center for Financial Planning
Michigan
$47K +$25.5K +106 +119%
DCM
2036
Davis Capital Management
Florida
$47K +$47K +193 New
HDIM
2037
Hanson & Doremus Investment Management
Vermont
$46K
SCA
2038
Stuart Chaussee & Associates
California
$45K +$38.4K +158 +585%
MHR
2039
Matthew Hamilton Rosenberg
$45K +$45K +186 New
KIG
2040
Kessler Investment Group
Indiana
$44K -$20.4K -84 -32%
CP
2041
Corbenic Partners
Pennsylvania
$43K
JPLA
2042
Joseph P. Lucia & Associates
New York
$42K +$18K +75 +75%
RFM
2043
Royal Fund Management
Florida
$40K +$2.89K +12 +8%
MA
2044
MCF Advisors
Kentucky
$40K +$21.8K +90 +120%
FCFS
2045
First Command Financial Services
Texas
$39K
FCB
2046
First Command Bank
Texas
$39K
LSA
2047
Lion Street Advisors
Texas
$39K +$39K +162 New
JGIA
2048
Jackson Grant Investment Advisers
Connecticut
$37K
LAS
2049
Lloyd Advisory Services
Georgia
$36K -$2.66K -11 -7%
AWM
2050
Avondale Wealth Management
Texas
$36K