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Mastercard

1,963 hedge funds and large institutions have $205B invested in Mastercard in 2019 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 725 increasing their positions, 842 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,963
Holders Change
+45
Holders Change %
+2.35%
% of All Funds
43.11%
Holding in Top 10
299
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-4.78%
% of All Funds
6.57%
New
128
Increased
725
Reduced
842
Closed
71
Calls
$1.51B
Puts
$2.55B
Net Calls
-$1.04B
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Shares
Change %
KLI
926
Kelman-Lazarov Inc
Tennessee
$3.28M -$51K -188 -2%
JCM
927
JS Capital Management
New York
$3.26M +$3.26M +12,000 New
WAS
928
Wesleyan Assurance Society
United Kingdom
$3.26M
PJSIMP
929
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.25M -$94K -346 -3%
VLKIM
930
Van Lanschot Kempen Investment Management
Netherlands
$3.25M -$86.4K -318 -3%
AAMA
931
Advanced Asset Management Advisors
Ohio
$3.22M +$122K +450 +4%
LW
932
Linscomb Wealth
Texas
$3.21M -$12.2K -45 -0.4%
WGCA
933
Wolf Group Capital Advisors
Virginia
$3.18M -$51.9K -191 -2%
BG
934
Bahl & Gaynor
Ohio
$3.18M +$45.6K +168 +1%
OCM
935
Oribel Capital Management
New York
$3.18M -$16.2M -59,700 -84%
MCM
936
Murphy Capital Management
New Jersey
$3.18M -$5.43K -20 -0.2%
GD
937
Grandfield & Dodd
New York
$3.17M -$81.5K -300 -3%
HI
938
HBK Investments
Texas
$3.16M +$2.39M +8,807 +310%
HCM
939
Harvey Capital Management
Florida
$3.15M -$1.49M -5,500 -32%
PFM
940
Patton Fund Management
Texas
$3.13M -$618K -2,276 -16%
NSIM
941
North Star Investment Management
Illinois
$3.11M +$8.42K +31 +0.3%
CHC
942
City Holding Co
West Virginia
$3.11M +$287K +1,055 +10%
HAI
943
Hennessy Advisors Inc
California
$3.07M -$2.72K -10 -0.1%
HWA
944
Heritage Wealth Advisors
Virginia
$3.06M -$50.5K -186 -2%
WIS
945
Wright Investors Service
Connecticut
$3.06M -$649K -2,391 -18%
VSI
946
Verde Servicos Internacionais
Brazil
$3.06M +$1.01M +3,703 +49%
Cerity Partners
947
Cerity Partners
New York
$3.06M +$1.1M +4,039 +56%
LIM
948
Leavell Investment Management
Alabama
$3.05M
NFG
949
Next Financial Group
Texas
$3.04M +$250K +919 +9%
WCM
950
Weik Capital Management
Pennsylvania
$3.02M -$124K -455 -4%