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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 %
TPWA
2101
TRUE Private Wealth Advisors
Oregon
$199K
FC
2102
FORA Capital
Florida
$197K -$151K -448 -43%
M
2103
MOTCO
Texas
$193K +$21K +62 +12%
LAM
2104
Lountzis Asset Management
Pennsylvania
$191K
SXL
2105
Summit X LLC
Missouri
$190K +$1.6K +204 +0.8%
SLF
2106
Sun Life Financial
Ontario, Canada
$180K +$1.69K +5 +0.9%
CA
2107
Crewe Advisors
Utah
$178K +$37.8K +112 +27%
SQA
2108
Simon Quick Advisors
New Jersey
$176K -$13.9K -41 -7%
PH
2109
Pinnacle Holdings
Oklahoma
$172K +$172K +510 New
AA
2110
AlphaMark Advisors
Kentucky
$172K
SAS
2111
Stelac Advisory Services
New York
$171K +$171K +506 New
MWP
2112
Meridian Wealth Partners
Pennsylvania
$166K +$5.74K +17 +4%
JFA
2113
JNBA Financial Advisors
Minnesota
$165K
PO
2114
Private Ocean
California
$162K -$338 -1 -0.2%
MF
2115
Manchester Financial
California
$161K -$15.9K -47 -9%
TSW
2116
Thompson Siegel & Walmsley
Virginia
$157K
WPA
2117
West Paces Advisors
Georgia
$153K
HI
2118
Human Investing
Oregon
$152K -$1.07M -3,171 -88%
BBA
2119
Braun-Bostich & Associates
Pennsylvania
$151K -$168K -495 -53%
PCWA
2120
Pacific Capital Wealth Advisors
California
$151K +$151K +447 New
AL
2121
AJO LP
Pennsylvania
$149K +$149K +442 New
T2I
2122
Turim 21 Investimentos
Brazil
$148K -$8.21M -24,341 -98%
HIM
2123
Hillsdale Investment Management
Ontario, Canada
$147K
SIMG
2124
Stephens Investment Management Group
Texas
$145K
EARNEST Partners
2125
EARNEST Partners
Georgia
$140K -$8.81K -26 -6%