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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 %
S
1251
SimplyRich
California
$1.54M
CWM
1252
Centric Wealth Management
Illinois
$1.53M -$6.27K -21 -0.4%
PCS
1253
Personal CFO Solutions
New Jersey
$1.53M -$121K -405 -7%
DC
1254
DeDora Capital
California
$1.51M -$7.17K -24 -0.5%
KCM
1255
Kendall Capital Management
Maryland
$1.51M +$89.6K +300 +6%
ATPW
1256
Ashton Thomas Private Wealth
Arizona
$1.49M +$52.3K +175 +4%
OGC
1257
Oak Grove Capital
New Hampshire
$1.49M +$1.49M +5,000 New
LSV Asset Management
1258
LSV Asset Management
Illinois
$1.49M -$567K -1,900 -28%
CG
1259
Caprock Group
Idaho
$1.49M +$3.28K +11 +0.2%
NWP
1260
Northstar Wealth Partners
Connecticut
$1.48M -$26.9K -90 -2%
FAM
1261
Formidable Asset Management
Ohio
$1.48M +$1.48M +4,599 New
WPW
1262
Waldron Private Wealth
Pennsylvania
$1.48M +$5.37K +18 +0.4%
CFA
1263
Cahill Financial Advisors
Minnesota
$1.47M -$86.9K -291 -6%
Kovitz Investment Group Partners
1264
Kovitz Investment Group Partners
Illinois
$1.47M +$129K +432 +10%
MRCM
1265
M&R Capital Management
New Jersey
$1.46M
PPP
1266
Private Portfolio Partners
New Jersey
$1.46M -$31.4K -105 -2%
DWM
1267
Doyle Wealth Management
Florida
$1.46M -$48.4K -162 -3%
PWP
1268
Principle Wealth Partners
Connecticut
$1.46M +$299 +1 +0%
FMWA
1269
Forvis Mazars Wealth Advisors
Missouri
$1.45M +$210K +703 +17%
SW
1270
SkyOak Wealth
Michigan
$1.44M +$1.44M +4,836 New
ACI
1271
Alpha Cubed Investments
California
$1.44M +$343K +1,149 +31%
CWM
1272
Circle Wealth Management
New Jersey
$1.43M +$1.01M +3,369 +239%
PCM
1273
Poehling Capital Management
Wisconsin
$1.43M -$17.9K -60 -1%
LWS
1274
Lucia Wealth Services
California
$1.42M -$99.4K -333 -7%
FHA
1275
Flagship Harbor Advisors
Massachusetts
$1.42M -$61.2K -205 -4%