MA icon

Mastercard

2,138 hedge funds and large institutions have $226B invested in Mastercard in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 742 increasing their positions, 862 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
+175
Holders Change %
+8.91%
% of All Funds
42.22%
Holding in Top 10
318
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.35%
% of All Funds
6.28%
New
275
Increased
742
Reduced
862
Closed
75
Calls
$2.17B
Puts
$2.97B
Net Calls
-$803M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Shares
Change %
UONDDL
676
University of Notre Dame du Lac
Indiana
$8.6M -$534K -1,788 -6%
JWM
677
Jackson Wealth Management
Florida
$8.56M +$19.4K +60 +0.2%
SAM
678
Stewart Asset Management
New York
$8.55M +$8.55M +28,632 New
RC
679
Roundview Capital
New Jersey
$8.54M +$30.5K +102 +0.4%
UAS
680
United Asset Strategies
New York
$8.53M +$83.3K +279 +1%
SLI
681
Sumitomo Life Insurance
Japan
$8.52M +$480K +1,607 +6%
LPT
682
Legacy Private Trust
Wisconsin
$8.5M +$6.87K +23 +0.1%
WCM
683
Wisconsin Capital Management
Wisconsin
$8.45M +$35.8K +120 +0.4%
CCM
684
Carderock Capital Management
Maryland
$8.42M -$374K -1,253 -4%
CCG
685
Cypress Capital Group
Florida
$8.4M -$445K -1,489 -5%
BOH
686
Bank of Hawaii
Hawaii
$8.28M -$283K -947 -3%
PA
687
Pinnacle Associates
New York
$8.27M +$835K +2,797 +11%
CAM
688
Cypress Asset Management
Texas
$8.23M -$188K -630 -2%
RE
689
RBC Europe
United Kingdom
$8.18M +$128K +428 +2%
RWM
690
RKL Wealth Management
Pennsylvania
$8.15M -$237K -793 -3%
IA
691
Icon Advisers
Colorado
$8.08M +$418K +1,400 +5%
CCM
692
Covington Capital Management
California
$8.07M -$348K -1,166 -4%
AHC
693
Adell Harriman & Carpenter
Texas
$7.96M +$858K +2,875 +12%
SAM
694
Security Asset Management
New York
$7.96M -$461K -1,543 -5%
AWM
695
Avitas Wealth Management
California
$7.89M +$24.8K +83 +0.3%
CI
696
Cigna Investments
Connecticut
$7.85M -$869K -2,750 -10%
WG
697
Winton Group
United Kingdom
$7.84M +$7.32M +24,503 +1,392%
RI
698
Redwood Investments
Massachusetts
$7.83M -$8.38M -28,069 -52%
BCM
699
Barometer Capital Management
Ontario, Canada
$7.79M -$6.13M -20,572 -44%
PM
700
Precept Management
Texas
$7.76M +$4.93M +16,500 +174%