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Mastercard

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
2076
Kings Point Capital Management
New York
$183K -$12.1K -41 -6%
RIM
2077
Rockbridge Investment Management
New York
$179K +$179K +606 New
TPWA
2078
TRUE Private Wealth Advisors
Oregon
$174K +$31K +105 +22%
FNBOSM
2079
First National Bank of South Miami
Florida
$171K +$1.19K +4 +0.7%
LAM
2080
Lountzis Asset Management
Pennsylvania
$167K +$167K +565 New
SQA
2081
Simon Quick Advisors
New Jersey
$166K +$46.5K +157 +39%
PGAM
2082
Princeton Global Asset Management
New Jersey
$162K
SLF
2083
Sun Life Financial
Ontario, Canada
$156K +$7.1K +24 +5%
MF
2084
Manchester Financial
California
$155K
M
2085
MOTCO
Texas
$151K -$14.5K -49 -9%
AA
2086
AlphaMark Advisors
Kentucky
$151K +$136K +458 +881%
HFA
2087
Hoover Financial Advisors
Pennsylvania
$150K +$150K +506 New
CAM
2088
Cacti Asset Management
Georgia
$148K
APC
2089
Aspire Private Capital
North Carolina
$148K +$19.4K +66 +15%
JFA
2090
JNBA Financial Advisors
Minnesota
$145K
FP
2091
Financial Perspectives
Minnesota
$141K
PO
2092
Private Ocean
California
$141K -$123K -420 -47%
MWP
2093
Meridian Wealth Partners
Pennsylvania
$141K +$2.97K +10 +2%
TSW
2094
Thompson Siegel & Walmsley
Virginia
$138K
CCA
2095
Column Capital Advisors
Indiana
$137K +$53.3K +181 +64%
WPA
2096
West Paces Advisors
Georgia
$134K
C
2097
Cerebellum
California
$133K +$133K +877 New
EARNEST Partners
2098
EARNEST Partners
Georgia
$130K
HIM
2099
Hillsdale Investment Management
Ontario, Canada
$129K -$120K -405 -48%
SIMG
2100
Stephens Investment Management Group
Texas
$127K