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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 %
HGWM
2176
Harvest Group Wealth Management
Massachusetts
$50K
LB
2177
Legacy Bridge
Iowa
$49K
FRA
2178
Front Row Advisors
California
$44K -$5.37K -16 -11%
JWBC
2179
John W. Brooker & Co
California
$43K
SWM
2180
Sugarloaf Wealth Management
Georgia
$43K
AIM
2181
Arcadia Investment Management
Michigan
$41K
EIM
2182
Essex Investment Management
Massachusetts
$40K +$23.1K +68 +136%
PCFFS
2183
Pacific Center for Financial Services
California
$39K
VNA
2184
Valley National Advisers
Pennsylvania
$39K +$33.3K +99 +582%
HR
2185
Howe & Rusling
New York
$38K -$42.4K -125 -53%
AW
2186
Avion Wealth
Texas
$37K +$37K +110 New
CBT
2187
Central Bank & Trust
Kentucky
$36K -$6.51K -19 -15%
LFG
2188
Larson Financial Group
Missouri
$35K +$12.5K +37 +55%
BAMG
2189
Brand Asset Management Group
Missouri
$34K
NR
2190
Newfound Research
Massachusetts
$34K +$34K +100 New
GEA
2191
Glen Eagle Advisors
New Jersey
$33.8K -$338 -1 -1%
PFS
2192
Prospera Financial Services
Texas
$32K -$5.17M -15,021 -99%
CFFP
2193
Center for Financial Planning
Michigan
$30K
CWA
2194
Carolina Wealth Advisors
South Carolina
$30K +$30K +90 New
IRC
2195
Investors Research Corp
Georgia
$29K
BWA
2196
Burt Wealth Advisors
Maryland
$29K +$3.41K +10 +13%
LFG
2197
LifePlan Financial Group
Ohio
$26K
IF
2198
Ironwood Financial
Arizona
$26K +$5.13K +15 +25%
JWM
2199
Jeppson Wealth Management
California
$25K +$25K +75 New
AWM
2200
Adams Wealth Management
Utah
$24K +$24K +72 New