MA icon

Mastercard

1,918 hedge funds and large institutions have $202B invested in Mastercard in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 714 increasing their positions, 803 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
+47
Holders Change %
+2.51%
% of All Funds
41.72%
Holding in Top 10
314
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+11.74%
% of All Funds
6.83%
New
128
Increased
714
Reduced
803
Closed
56
Calls
$1.33B
Puts
$2.03B
Net Calls
-$700M
Net Calls Change
-$828M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
801
King Wealth Management Group
Florida
$4.7M +$431K +1,629 +10%
QT
802
Quantbot Technologies
New York
$4.67M +$4.28M +16,172 +1,099%
PRS
803
Pinkerton Retirement Specialists
Idaho
$4.65M +$259K +980 +6%
OTIP
804
One Tusk Investment Partners
New York
$4.63M +$4.63M +17,500 New
CAM
805
Carret Asset Management
New York
$4.62M -$13.2K -50 -0.3%
CAC
806
Certified Advisory Corp
Florida
$4.61M +$65.9K +249 +1%
RIL
807
Rothschild Investment LLC
Illinois
$4.59M -$529K -2,000 -10%
MIAN
808
Mariner Independent Advisor Network
Kansas
$4.56M +$261K +985 +6%
SWM
809
SVA Wealth Management
Wisconsin
$4.56M -$1.09M -4,115 -19%
PAM
810
Pegasus Asset Management
New York
$4.54M +$31K +117 +0.7%
Loomis, Sayles & Company
811
Loomis, Sayles & Company
Massachusetts
$4.54M -$1.32M -4,999 -23%
PFS
812
Physicians Financial Services
North Carolina
$4.53M -$15.9K -60 -0.3%
HCM
813
Harvey Capital Management
Florida
$4.52M +$542K +2,050 +14%
LNWWM
814
Laird Norton Wetherby Wealth Management
California
$4.52M +$10.3K +39 +0.2%
FA
815
FMA Advisory
Pennsylvania
$4.51M -$93.4K -353 -2%
IHL
816
Investment House LLC
California
$4.5M +$9.79K +37 +0.2%
BP
817
Broadleaf Partners
Ohio
$4.5M +$7.41K +28 +0.2%
OCM
818
Olstein Capital Management
New York
$4.5M -$661K -2,500 -13%
SW
819
SVB Wealth
Massachusetts
$4.49M -$1.09M -4,118 -20%
CAL
820
Capital Analysts LLC
Pennsylvania
$4.49M -$161K -610 -3%
PFSC
821
Peoples Financial Services Corp
Pennsylvania
$4.48M -$145K -550 -3%
CCM
822
Condor Capital Management
New Jersey
$4.45M -$34.4K -130 -0.8%
RBFC
823
Roman Butler Fullerton & Co
Missouri
$4.4M -$91.8K -347 -2%
RJT
824
Raymond James Trust
Florida
$4.37M +$86.2K +326 +2%
WIA
825
Wealthstreet Investment Advisors
Texas
$4.35M