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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 %
KIG
2151
Kessler Investment Group
Indiana
$82K
PFO
2152
Pathstone Family Office
New Jersey
$81K +$13.2K +39 +20%
CYG
2153
Clean Yield Group
Vermont
$70K
CAL
2154
Capital Advisors Ltd
Ohio
$68K
AWM
2155
AllSquare Wealth Management
New York
$68K
SIAP
2156
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K
HWM
2157
HighMark Wealth Management
Minnesota
$68K
CCM
2158
Chiron Capital Management
Florida
$68K +$68K +200 New
EWA
2159
Evolution Wealth Advisors
Florida
$67K +$18.2K +54 +37%
ETC
2160
Exchange Traded Concepts
Oklahoma
$65K -$602K -1,788 -90%
SIS
2161
Sound Income Strategies
Florida
$65K +$3.05K +9 +5%
C
2162
Cerebellum
California
$64K -$231K -687 -78%
HDIM
2163
Hanson & Doremus Investment Management
Vermont
$64K
TF
2164
TimeScale Financial
Massachusetts
$64K
MHR
2165
Matthew Hamilton Rosenberg
$63K
PP
2166
Pacifica Partners
Canada
$61K -$60.7K -178 -50%
CP
2167
Corbenic Partners
Pennsylvania
$60K
FMP
2168
Financial Management Professionals
Texas
$59K
PWM
2169
Provident Wealth Management
Tennessee
$57K +$57K +170 New
SIC
2170
Salem Investment Counselors
North Carolina
$55K +$6.79K +20 +14%
BHWM
2171
Bay Harbor Wealth Management
Maryland
$53K +$2.04K +6 +4%
CAGAS
2172
Capital Advisory Group Advisory Services
Minnesota
$53K +$14.6K +43 +38%
JGIA
2173
Jackson Grant Investment Advisers
Connecticut
$52K
LAS
2174
Lloyd Advisory Services
Georgia
$52K +$6.12K +18 +13%
AWM
2175
Avondale Wealth Management
Texas
$51K