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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 %
SIA
1176
Starfire Investment Advisers
Michigan
$1.51M +$13.8K +51 +0.9%
PCS
1177
Personal CFO Solutions
New Jersey
$1.51M +$1.51M +5,526 New
RIA
1178
Realta Investment Advisors
Delaware
$1.5M +$6.8K +25 +0.5%
EWM
1179
Elite Wealth Management
Washington
$1.49M -$96.6K -356 -6%
AC
1180
Abbrea Capital
California
$1.49M +$269K +991 +22%
IEFM
1181
IQ EQ Fund Management
Ireland
$1.48M
AP
1182
Appleton Partners
Massachusetts
$1.48M +$11.4K +42 +0.8%
HI
1183
Horizon Investments
North Carolina
$1.48M -$182K -672 -11%
FUBT
1184
First United Bank & Trust
Maryland
$1.47M -$122K -450 -8%
CIA
1185
CSat Investment Advisory
Michigan
$1.47M +$336K +1,236 +30%
IWC
1186
Integrated Wealth Concepts
Massachusetts
$1.47M +$241K +888 +20%
CST
1187
Charles Schwab Trust
Nevada
$1.46M +$1.46M +5,398 New
DBRC
1188
D.B. Root & Company
Pennsylvania
$1.46M -$273K -1,005 -16%
GA
1189
Geller Advisors
New York
$1.45M +$207K +763 +17%
GPA
1190
Garrison Point Advisors
California
$1.44M -$70.6K -260 -5%
UC
1191
Unio Capital
New Jersey
$1.44M
TFS
1192
Thoroughbred Financial Services
Tennessee
$1.44M +$120K +441 +9%
RCM
1193
RB Capital Management
Nevada
$1.43M +$58.2K +214 +4%
GFP
1194
Gryphon Financial Partners
Ohio
$1.42M +$2.72K +10 +0.2%
SFSIG
1195
San Francisco Sentry Investment Group
California
$1.42M +$35K +129 +3%
CFA
1196
Cahill Financial Advisors
Minnesota
$1.41M -$29.6K -109 -2%
VCM
1197
Virtue Capital Management
Tennessee
$1.41M +$397K +1,463 +39%
FPS
1198
Fieldpoint Private Securities
Connecticut
$1.41M -$95.6K -352 -6%
AIC
1199
Ayalon Insurance Company
Israel
$1.41M +$16.3K +60 +1%
SC
1200
Savant Capital
Illinois
$1.41M +$20.1K +74 +1%