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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 %
SC
2076
Slow Capital
California
$217K +$217K +641 New
GAMC
2077
Garner Asset Management Corp
Texas
$216K +$216K +639 New
AIP
2078
Ahrens Investment Partners
Louisiana
$215K +$215K +636 New
FRM
2079
Fox Run Management
Connecticut
$214K +$214K +634 New
ACP
2080
Aveo Capital Partners
Colorado
$213K +$213K +629 New
BWCS
2081
Beirne Wealth Consulting Services
Connecticut
$213K +$213K +631 New
FDS
2082
Freedom Day Solutions
Texas
$213K +$213K +631 New
AIM
2083
Acropolis Investment Management
Missouri
$212K
LCM
2084
LVM Capital Management
Michigan
$211K +$211K +624 New
SRC
2085
Shufro Rose & Co
New York
$210K +$210K +620 New
H
2086
HoyleCohen
California
$209K +$209K +617 New
LC
2087
Lavaca Capital
Texas
$209K +$209K +617 New
EGWAG
2088
Elwood & Goetz Wealth Advisory Group
Georgia
$209K +$209K +617 New
5L
2089
55I LLC
Massachusetts
$208K +$208K +615 New
HB
2090
Horizon Bancorp
Indiana
$207K -$7.09K -21 -3%
PCMK
2091
Paragon Capital Management (Kansas)
Kansas
$207K +$207K +611 New
BDF
2092
Black Diamond Financial
Maryland
$204K +$204K +603 New
TCM
2093
Traynor Capital Management
Pennsylvania
$204K +$204K +619 New
CHA
2094
Cooper/Haims Advisors
New York
$203K +$203K +601 New
SP
2095
Successful Portfolios
Florida
$202K +$202K +597 New
MWM
2096
Meridian Wealth Management
Kentucky
$201K -$58.1K -172 -22%
SWP
2097
Strategic Wealth Partners
Ohio
$201K +$201K +594 New
MCG
2098
MACRO Consulting Group
New Jersey
$200K -$7.77K -27 -4%
PD
2099
Planning Directions
Pennsylvania
$200K +$200K +591 New
LWP
2100
Legacy Wealth Planning
Nevada
$200K +$200K +592 New