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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 %
PWAG
1101
Polaris Wealth Advisory Group
California
$1.85M +$1.47M +5,566 +389%
HI
1102
Human Investing
Oregon
$1.85M -$138K -507 -7%
CFS
1103
CRA Financial Services
New Jersey
$1.84M -$190K -700 -9%
ST
1104
Spinnaker Trust
Maine
$1.84M +$12.8K +47 +0.7%
GWM
1105
Geneos Wealth Management
Colorado
$1.83M -$84.5K -314 -4%
ANRIA
1106
American National Registered Investment Advisor
Texas
$1.83M +$1.83M +6,720 New
CIM
1107
CIM Investment Management
Pennsylvania
$1.82M -$175K -646 -9%
PP
1108
Patten & Patten
Tennessee
$1.82M -$121K -445 -6%
GLA
1109
Good Life Advisors
Pennsylvania
$1.81M +$27.3K +101 +2%
MIA
1110
MainStreet Investment Advisors
Illinois
$1.81M -$344K -1,268 -16%
DWT
1111
Dorsey & Whitney Trust
South Dakota
$1.8M +$197K +727 +12%
NBG
1112
Nancy B. Gardiner
$1.79M -$140K -515 -7%
VAS
1113
Vestmark Advisory Solutions
Massachusetts
$1.79M -$75K -276 -4%
PFP
1114
Pinnacle Financial Partners
Tennessee
$1.78M +$230K +848 +15%
BTW
1115
Boston Trust Walden
Massachusetts
$1.78M
CCA
1116
Cobblestone Capital Advisors
New York
$1.78M -$40.7K -150 -2%
MC
1117
Martin & Co
Tennessee
$1.77M -$21.7K -80 -1%
BFG
1118
Beacon Financial Group
Texas
$1.77M -$5.38K -20 -0.3%
WWM
1119
Western Wealth Management
Colorado
$1.77M +$49.3K +181 +3%
BEC
1120
Blue Edge Capital
Virginia
$1.77M
MWVC
1121
Morgens Waterfall Vintiadis & Co
New York
$1.77M
SFA
1122
Semmax Financial Advisors
North Carolina
$1.74M +$262K +964 +18%
CGL
1123
Clarius Group LLC
Washington
$1.74M +$187K +687 +12%
SAM
1124
Sandell Asset Management
New York
$1.74M
CIM
1125
CenturyLink Investment Management
Colorado
$1.74M -$294K -1,084 -14%