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 %
KFI
2051
Key Financial Inc
Pennsylvania
$231K
GHA
2052
GW Henssler & Associates
Georgia
$230K +$230K +679 New
SFO
2053
Stokes Family Office
Louisiana
$230K +$230K +680 New
MCM
2054
MV Capital Management
Maryland
$228K
KPWG
2055
KFA Private Wealth Group
Virginia
$228K +$228K +675 New
KA
2056
KLCM Advisors
Wisconsin
$228K +$228K +675 New
PW
2057
Peninsula Wealth
California
$227K +$227K +673 New
ED
2058
Exane Derivatives
France
$226K -$14.2K -42 -6%
ATC
2059
Adirondack Trust Company
New York
$225K
NIC
2060
Northwest Investment Counselors
Oregon
$225K +$225K +666 New
HCA
2061
Horan Capital Advisors
Ohio
$225K +$225K +666 New
PFM
2062
Parsec Financial Management
North Carolina
$224K +$224K +663 New
TIP
2063
Torray Investment Partners
Maryland
$223K -$9.48K -28 -4%
RAM
2064
Redmond Asset Management
Virginia
$223K +$223K +660 New
PWMG
2065
Prestige Wealth Management Group
New Jersey
$222K -$1.35K -4 -0.6%
BIP
2066
Blueprint Investment Partners
North Carolina
$222K +$222K +623 New
AFM
2067
Andesa Financial Management
Pennsylvania
$222K +$222K +655 New
WCG
2068
Weaver Consulting Group
California
$220K -$1.69K -5 -0.8%
HCM
2069
Hodges Capital Management
Texas
$220K +$220K +651 New
SIA
2070
Soltis Investment Advisors
Utah
$219K +$219K +647 New
WHG
2071
Westwood Holdings Group
Texas
$219K +$219K +647 New
RFN
2072
RDA Financial Network
Iowa
$219K +$219K +649 New
WI
2073
Wintrust Investments
Illinois
$218K -$105K -310 -32%
HWA
2074
HHM Wealth Advisors
Tennessee
$218K
TF
2075
Trek Financial
Arizona
$218K +$218K +644 New