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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 %
CAL
2126
Capital Advisors Ltd
Ohio
$59K -$26.6K -90 -31%
AWM
2127
AllSquare Wealth Management
New York
$59K -$15.3K -52 -21%
HWM
2128
HighMark Wealth Management
Minnesota
$59K
SIAP
2129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K +$29.5K +100 +100%
DCM
2130
Davis Capital Management
Florida
$57K
VEA
2131
Virtus ETF Advisers
New York
$56K -$9.53K -32 -15%
TF
2132
TimeScale Financial
Massachusetts
$56K -$7.57K -25 -12%
HDIM
2133
Hanson & Doremus Investment Management
Vermont
$56K
MHR
2134
Matthew Hamilton Rosenberg
$55K
PP
2135
Peconic Partners
New York
$55K +$55K +185 New
AC
2136
Asio Capital
Kentucky
$55K +$55K +185 New
SIS
2137
Sound Income Strategies
Florida
$54K +$14.8K +50 +38%
CP
2138
Corbenic Partners
Pennsylvania
$53K
JPLA
2139
Joseph P. Lucia & Associates
New York
$52K
FMP
2140
Financial Management Professionals
Texas
$52K +$16.3K +55 +46%
WR
2141
Watson Rebecca
$50K +$50K +170 New
MA
2142
MCF Advisors
Kentucky
$49K
JGIA
2143
Jackson Grant Investment Advisers
Connecticut
$46K
VAIA
2144
Virtus Alternative Investment Advisers
Connecticut
$46K +$46K +154 New
BHWM
2145
Bay Harbor Wealth Management
Maryland
$44K -$13.5K -46 -23%
AWM
2146
Avondale Wealth Management
Texas
$44K
AFS
2147
Aft Forsyth & Sober
Florida
$44K +$44K +150 New
FRA
2148
Front Row Advisors
California
$43K -$33.1K -113 -43%
LB
2149
Legacy Bridge
Iowa
$43K
HGWM
2150
Harvest Group Wealth Management
Massachusetts
$43K