MA icon

Mastercard

1,871 hedge funds and large institutions have $181B invested in Mastercard in 2019 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 681 increasing their positions, 771 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+89
Holders Change %
+4.99%
% of All Funds
40.56%
Holding in Top 10
281
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+21.65%
% of All Funds
6.09%
New
175
Increased
681
Reduced
771
Closed
68
Calls
$1.49B
Puts
$1.36B
Net Calls
+$128M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
826
Broadleaf Partners
Ohio
$4M -$23.3K -99 -0.6%
CCM
827
Condor Capital Management
New Jersey
$3.99M -$98.6K -419 -2%
DT
828
Diversified Trust
Tennessee
$3.96M +$795K +3,375 +25%
PTC
829
Private Trust Company
Ohio
$3.96M -$358K -1,521 -8%
VFA
830
Valeo Financial Advisors
Indiana
$3.94M -$61.9K -263 -2%
O
831
Ossiam
France
$3.92M +$3.81M +16,179 +3,309%
HFS
832
HL Financial Services
Kentucky
$3.92M -$197K -837 -5%
MMG
833
Monetary Management Group
Missouri
$3.91M +$1.2M +5,100 +44%
PRS
834
Pinkerton Retirement Specialists
Idaho
$3.91M +$149K +634 +4%
GIM
835
Goelzer Investment Management
Indiana
$3.9M +$452K +1,919 +13%
GFPC
836
Global Financial Private Capital
Florida
$3.89M -$178K -757 -4%
WIA
837
Wealthstreet Investment Advisors
Texas
$3.88M
PS
838
Pensionfund Sabic
Netherlands
$3.86M -$1.06M -4,500 -22%
MIAN
839
Mariner Independent Advisor Network
Kansas
$3.86M +$96.9K +407 +3%
CT
840
Coastline Trust
Rhode Island
$3.84M +$308K +1,310 +9%
HCMT
841
Highland Capital Management (Tennessee)
Tennessee
$3.83M +$229K +972 +6%
RJT
842
Raymond James Trust
Florida
$3.81M +$185K +787 +5%
IAA
843
Independent Advisor Alliance
North Carolina
$3.8M +$703K +2,985 +23%
KWMG
844
King Wealth Management Group
Florida
$3.8M +$704K +2,991 +23%
TPA
845
Trivium Point Advisory
Connecticut
$3.78M +$148K +630 +4%
TA
846
Tiedemann Advisors
New York
$3.76M -$14.1K -60 -0.4%
IAM
847
Integre Asset Management
New York
$3.75M +$70.2K +298 +2%
OWD
848
Osborn Williams & Donohoe
Ohio
$3.73M +$958K +4,060 +35%
IIC
849
Ironwood Investment Counsel
Arizona
$3.72M -$230K -976 -6%
FWCM
850
Ferguson Wellman Capital Management
Oregon
$3.7M -$138K -584 -4%