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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 %
LFG
2101
Larson Financial Group
Missouri
$7K -$2.75K -11 -28%
DI
2102
Disciplined Investments
Oklahoma
$7K
VCS
2103
Vaughan & Co Securities
New Jersey
$6.28K
EWA
2104
Evolution Wealth Advisors
Florida
$6K -$74.6K -286 -93%
TVWM
2105
Tower View Wealth Management
Wisconsin
$6K +$1.68K +7 +39%
ACA
2106
Atlas Capital Advisors
Wyoming
$5.8K -$37.9K -157 -87%
SL
2107
Savior LLC
Massachusetts
$5K -$9.47K -36 -65%
SWM
2108
Selective Wealth Management
Virginia
$5K
PCTC
2109
Perkins Coie Trust Company
Washington
$5K +$3.25K +13 +186%
AP
2110
Arlington Partners
Alabama
$5K +$5K +22 New
LGWM
2111
Litman Gregory Wealth Management
California
$4K
VNA
2112
Valley National Advisers
Pennsylvania
$4K +$1.18K +5 +42%
FIA
2113
FNY Investment Advisers
New York
$2K -$58K -348 -97%
CCM
2114
Copeland Capital Management
Pennsylvania
$2K
BCMIO
2115
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +7 New
FCH
2116
Freestone Capital Holdings
Washington
$1.99K +$825 +3,414 +71%
NC
2117
NewSquare Capital
Pennsylvania
$1K -$43.3K -260 -98%
RWG
2118
Regal Wealth Group
California
$1K -$17.5K -70 -95%
GC
2119
Globeflex Capital
California
$1K
FA
2120
Forefront Analytics
Pennsylvania
$977 +$977 +4 New
WA
2121
WBH Advisory
Maryland
$963 -$21 -85 -2%
TI
2122
tru Independence
Oregon
$281
WIM
2123
Westside Investment Management
California
$2 +$2 +11 New
OTPPB
2124
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$251M -842,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2125
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$151M -504,091 Closed