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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 %
SWM
2226
Selective Wealth Management
Virginia
$7K
HF
2227
Halpern Financial
Virginia
$6.76K +$6.76K +20 New
LFASL
2228
Lugano Financial Advisors SA (LFA)
Switzerland
$6K -$1.12M -3,354 -99%
SL
2229
Savior LLC
Massachusetts
$6K
LGWM
2230
Litman Gregory Wealth Management
California
$6K
HS
2231
Horan Securities
United States
$5K +$5K +16 New
APWA
2232
Atlas Private Wealth Advisors
New Jersey
$4K
CCM
2233
Copeland Capital Management
Pennsylvania
$3K
Koshinski Asset Management
2234
Koshinski Asset Management
Illinois
$2.71K -$306 -869 -10%
BHB
2235
Bank Hapoalim BM
Israel
$2.24K -$877 -2,593 -28%
PCTC
2236
Perkins Coie Trust Company
Washington
$2K -$3.71K -13 -65%
NC
2237
NewSquare Capital
Pennsylvania
$2K
GC
2238
Globeflex Capital
California
$2K
FEG
2239
Financial Enhancement Group
Indiana
$2K +$2K +5 New
PCS
2240
Personal CFO Solutions
New Jersey
$2K +$34 +95 +2%
AI
2241
AdvisorShares Investments
Maryland
$1.29K +$231 +684 +22%
RWG
2242
Regal Wealth Group
California
$1K
F
2243
F3Logic
Minnesota
$830 +$27 +81 +3%
CPA
2244
Clear Perspective Advisors
Illinois
$717 -$3 -46 -0.5%
FCA
2245
FinTrust Capital Advisors
South Carolina
$559 +$145 +428 +35%
SSW
2246
Smith Shellnut Wilson
Mississippi
$279 -$27 -80 -9%
WIM
2247
Westside Investment Management
California
$3
MMH
2248
Menora Mivtachim Holdings
Israel
-$140M -475,065 Closed
FPP
2249
Findlay Park Partners
United Kingdom
-$97.3M -329,154 Closed
Renaissance Technologies
2250
Renaissance Technologies
New York
-$74M -250,400 Closed