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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 %
WF
901
Welch & Forbes
Massachusetts
$4.08M -$185K -620 -4%
SNT
902
Security National Trust
West Virginia
$4.08M -$7.46K -25 -0.2%
BRWA
903
B. Riley Wealth Advisors
Florida
$4.07M +$241K +808 +6%
AWM
904
Affinity Wealth Management
Delaware
$4.06M -$7.47K -25 -0.2%
KFC
905
Klingenstein Fields & Co
New York
$4.05M
CC
906
Copperleaf Capital
North Carolina
$4.05M +$4.05M +13,556 New
NED
907
Nancy E. Dempze
$4.03M +$22.1K +74 +0.6%
MCA
908
Mercer Capital Advisers
New Jersey
$4.02M -$125K -420 -3%
M
909
Mirova
France
$4.02M -$56.9M -190,399 -93%
MIH
910
Meitav Investment House
Israel
$3.98M -$458K -1,537 -10%
NIT
911
NumerixS Investment Technologies
British Columbia, Canada
$3.98M -$377K -1,261 -9%
SH
912
Svenska Handelsbanken
Sweden
$3.97M
QSS
913
Quantitative Systematic Strategies
Florida
$3.96M -$1.81M -6,066 -31%
AWM
914
Avior Wealth Management
Nebraska
$3.96M +$708K +2,371 +22%
HZ
915
Hixon Zuercher
Ohio
$3.92M +$3.92M +13,113 New
1SB
916
1ST Source Bank
Indiana
$3.91M -$391K -1,309 -9%
FPB
917
First PREMIER Bank
South Dakota
$3.9M
SCM
918
Snyder Capital Management
California
$3.9M -$321K -1,075 -8%
HWA
919
Heritage Wealth Advisors
Virginia
$3.89M +$520K +1,741 +15%
BPCA
920
Bank Pictet & Cie (Asia)
Singapore
$3.88M -$346K -1,160 -8%
P
921
Pitcairn
Pennsylvania
$3.88M -$37.9K -127 -1%
JIM
922
Jupiter Investment Management
United Kingdom
$3.87M -$53.8M -180,270 -93%
DRD
923
Dennis R. Delaney
$3.86M -$125K -420 -3%
GI
924
Gradient Investments
Minnesota
$3.84M -$25.7K -86 -0.7%
CCP
925
Corient Capital Partners
California
$3.83M +$71.1K +238 +2%