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Mastercard

1,918 hedge funds and large institutions have $202B invested in Mastercard in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 714 increasing their positions, 803 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
+47
Holders Change %
+2.51%
% of All Funds
41.72%
Holding in Top 10
314
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+11.74%
% of All Funds
6.83%
New
128
Increased
714
Reduced
803
Closed
56
Calls
$1.33B
Puts
$2.03B
Net Calls
-$700M
Net Calls Change
-$828M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMT
1301
Amica Retiree Medical Trust
Rhode Island
$957K
LF
1302
Lee Financial
Texas
$955K
SCA
1303
STALEY CAPITAL ADVISERS
Pennsylvania
$952K
WWM
1304
Windsor Wealth Management
Indiana
$941K +$77.6K +291 +9%
CL
1305
CPWM LLC
Washington
$936K -$48.7K -184 -5%
HH
1306
HWG Holdings
Texas
$935K -$1.27M -4,806 -58%
CCM
1307
Cadence Capital Management
Massachusetts
$934K -$7.94K -30 -0.8%
PWP
1308
Principle Wealth Partners
Connecticut
$930K +$222K +839 +31%
SW
1309
SlateStone Wealth
Florida
$927K +$21.2K +80 +2%
CCM
1310
Community Capital Management
Florida
$926K
SS
1311
Simplicity Solutions
Minnesota
$925K -$1.1M -4,170 -54%
OFS
1312
Orrstown Financial Services
Pennsylvania
$920K +$19.8K +75 +2%
ACM
1313
AUA Capital Management
Pennsylvania
$913K
FNBSF
1314
First National Bank Sioux Falls
South Dakota
$909K
WANY
1315
Wealthspire Advisors (New York)
New York
$909K +$909K +3,437 New
SB
1316
Simmons Bank
Arkansas
$905K +$17.7K +67 +2%
F
1317
F3Logic
Minnesota
$904K -$137K -517 -13%
ORI
1318
Oak Ridge Investments
Illinois
$903K -$226K -854 -20%
PWLP
1319
Prio Wealth Limited Partnership
Massachusetts
$899K +$3.17K +12 +0.4%
OFW
1320
Omnia Family Wealth
Florida
$886K -$23.6K -89 -3%
WOC
1321
West Oak Capital
California
$886K -$19.8K -75 -2%
CB
1322
CNB Bank
Pennsylvania
$881K -$73.5K -278 -8%
EHWM
1323
Eads & Heald Wealth Management
Georgia
$881K -$58.5K -221 -6%
BWM
1324
Buckley Wealth Management
Nevada
$869K -$162K -612 -16%
PWMAG
1325
Pinnacle Wealth Management Advisory Group
New Jersey
$863K +$604K +2,284 +233%