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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 %
ZCA
1101
Zeke Capital Advisors
Pennsylvania
$2.31M -$802K -2,684 -26%
BBNA
1102
Bremer Bank National Association
Minnesota
$2.31M +$7.17K +24 +0.3%
FPA
1103
First Pacific Advisors
California
$2.3M -$70.2K -235 -3%
BAC
1104
Boys Arnold & Co
North Carolina
$2.3M -$6.57K -22 -0.3%
FSA
1105
Fort Sheridan Advisors
Illinois
$2.3M +$156K +521 +7%
MAFM
1106
Mid Atlantic Financial Management
Pennsylvania
$2.29M -$466K -1,560 -17%
SSWM
1107
Sheets Smith Wealth Management
North Carolina
$2.28M -$20.8K -70 -0.9%
ANB
1108
Amarillo National Bank
Texas
$2.28M
RBA
1109
Richard Bernstein Advisors
New York
$2.24M -$1.01M -3,390 -31%
PWAG
1110
Polaris Wealth Advisory Group
California
$2.24M -$4.17K -13 -0.2%
TA
1111
Tiedemann Advisors
New York
$2.22M -$422K -1,413 -16%
AIM
1112
Anchor Investment Management
South Carolina
$2.22M -$27.8K -93 -1%
IFWM
1113
Institute for Wealth Management
Colorado
$2.22M +$109K +364 +5%
Capstone Investment Advisors
1114
Capstone Investment Advisors
New York
$2.22M +$11.3K +38 +0.5%
LBD
1115
Landsberg Bennett & Dubbaneh
Florida
$2.21M +$1.61M +5,416 +269%
SOAMC
1116
Spirit of America Management Corp
New York
$2.21M
CP
1117
Cumberland Partners
Ontario, Canada
$2.18M -$971K -3,250 -31%
ACM
1118
Ativo Capital Management
Illinois
$2.15M -$14.9K -50 -0.7%
1C
1119
1623 Capital
Virginia
$2.14M +$2.14M +7,176 New
CWM
1120
Cornerstone Wealth Management
Missouri
$2.14M -$36.4K -122 -2%
PFP
1121
Pinnacle Financial Partners
Tennessee
$2.12M +$166K +557 +8%
PI
1122
PFS Investments
Georgia
$2.11M +$1.07M +3,570 +102%
IWC
1123
Integrated Wealth Concepts
Massachusetts
$2.1M +$485K +1,625 +30%
PIC
1124
PCJ Investment Counsel
Ontario, Canada
$2.09M +$746K +2,500 +56%
BCM
1125
Brookstone Capital Management
Illinois
$2.09M +$243K +814 +13%