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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 %
ACM
951
Advisors Capital Management
New Jersey
$3.64M +$2.6M +8,719 +251%
PWM
952
Peterson Wealth Management
Nevada
$3.64M +$3.64M +11,705 New
OI
953
Oakbrook Investments
Illinois
$3.63M -$7.09M -23,755 -66%
PMG
954
ProVise Management Group
Florida
$3.63M -$161K -539 -4%
WAS
955
Wesleyan Assurance Society
United Kingdom
$3.58M
LW
956
Linscomb Wealth
Texas
$3.56M +$34K +114 +1%
OCM
957
Oribel Capital Management
New York
$3.55M +$59.7K +200 +2%
TCM
958
Telos Capital Management
California
$3.53M +$2.89M +9,685 +455%
BG
959
Bahl & Gaynor
Ohio
$3.53M +$31.4K +105 +0.9%
AAMA
960
Advanced Asset Management Advisors
Ohio
$3.53M -$17.9K -60 -0.5%
MCM
961
Murphy Capital Management
New Jersey
$3.52M +$22.4K +75 +0.6%
Cerity Partners
962
Cerity Partners
New York
$3.49M +$130K +436 +4%
GD
963
Grandfield & Dodd
New York
$3.49M
PFM
964
Patton Fund Management
Texas
$3.47M +$25.7K +86 +0.7%
WC
965
Winmill & Co
New York
$3.46M -$538K -1,800 -13%
HCM
966
Harvey Capital Management
Florida
$3.46M
IAS
967
IMA Advisory Services
Colorado
$3.46M -$149K -498 -4%
RCM
968
Riverpark Capital Management
New York
$3.46M -$7.97M -26,705 -70%
CHC
969
City Holding Co
West Virginia
$3.45M +$30.5K +102 +0.9%
PJSIMP
970
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.45M -$132K -441 -4%
PNAA
971
Pictet North America Advisors
Switzerland
$3.43M +$781K +2,616 +29%
KLI
972
Kelman-Lazarov Inc
Tennessee
$3.41M -$196K -657 -5%
MFS
973
Mirabella Financial Services
United Kingdom
$3.41M +$3.41M +11,411 New
LIM
974
Leavell Investment Management
Alabama
$3.39M +$34.9K +117 +1%
NFG
975
Next Financial Group
Texas
$3.39M +$43.6K +146 +1%