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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 %
LB
2051
Legacy Bridge
Iowa
$35K -$13K -54 -27%
HGWM
2052
Harvest Group Wealth Management
Massachusetts
$35K
SWM
2053
Sugarloaf Wealth Management
Georgia
$34K -$30.1K -124 -47%
WCM
2054
Wealthcare Capital Management
Virginia
$32K -$8.42K -35 -21%
MFT
2055
Moisand Fitzgerald Tamayo
Florida
$32K
SIS
2056
Sound Income Strategies
Florida
$32K +$13.2K +55 +71%
MLL
2057
Moody Lynn & Lieberson
Massachusetts
$31.5K -$3.18K -13,144 -9%
CBT
2058
Central Bank & Trust
Kentucky
$30K -$44.8K -185 -60%
SIC
2059
Salem Investment Counselors
North Carolina
$30K
JWBC
2060
John W. Brooker & Co
California
$30K
FMP
2061
Financial Management Professionals
Texas
$29K
AIM
2062
Arcadia Investment Management
Michigan
$29K
PCFFS
2063
Pacific Center for Financial Services
California
$28K +$23.9K +99 +582%
1W
2064
1776 Wealth
Georgia
$28K +$28K +118 New
BAMG
2065
Brand Asset Management Group
Missouri
$25K
GEA
2066
Glen Eagle Advisors
New Jersey
$24.4K -$4.83K -20 -17%
SIAP
2067
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K -$24K -100 -50%
BGIM
2068
Brandywine Global Investment Management
Pennsylvania
$24K
OAJ
2069
Ogorek Anthony Joseph
New York
$24K +$471 +2 +2%
OFG
2070
OmniStar Financial Group
North Carolina
$24K +$24K +100 New
EIP
2071
Ellis Investment Partners
Pennsylvania
$23K -$6.03K -27 -21%
AIM
2072
Artemis Investment Management
United Kingdom
$22.4K +$1.31K +5,393 +6%
APW
2073
Acima Private Wealth
Virginia
$22K -$36.3K -150 -62%
EWM
2074
Endurance Wealth Management
Rhode Island
$22K
HFS
2075
HBC Financial Services
Washington
$22K +$5.5K +25 +33%