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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 %
AA
1301
Alesco Advisors
New York
$1.34M +$1.34M +4,497 New
GCA
1302
Guardian Capital Advisors
Ontario, Canada
$1.34M -$208K -669 -13%
AFA
1303
Abacus FCF Advisors
Florida
$1.33M -$30.7K -102 -2%
EW
1304
Evoke Wealth
California
$1.33M +$193K +647 +17%
ALAM
1305
Asahi Life Asset Management
Japan
$1.33M -$11.9K -40 -0.9%
EMB
1306
Elefante Mark B
$1.32M +$5.37K +18 +0.4%
ZB
1307
Zions Bancorporation
Utah
$1.31M -$57.4K -192 -4%
LFASL
1308
Lugano Financial Advisors SA (LFA)
Switzerland
$1.31M +$1.31M +4,388 New
WCM
1309
Whitener Capital Management
North Carolina
$1.31M
CWP
1310
Capital Wealth Planning
Florida
$1.3M +$20.6K +69 +2%
CIA
1311
Choate Investment Advisors
Massachusetts
$1.3M +$2.39K +8 +0.2%
PP
1312
Pegasus Partners
Wisconsin
$1.29M +$358K +1,198 +38%
BWAM
1313
Boyd Watterson Asset Management
Ohio
$1.28M -$154K -515 -11%
HI
1314
Handelsinvest Investeringsforvaltning
Denmark
$1.28M -$116K -389 -8%
FC
1315
FORA Capital
Florida
$1.28M +$1.28M +4,271 New
JCM
1316
Jacobsen Capital Management
Utah
$1.27M -$17.9K -60 -1%
DBT
1317
Dubuque Bank & Trust
Iowa
$1.27M +$26.9K +90 +2%
TP
1318
Tranquility Partners
Tennessee
$1.27M
PFO
1319
Pathstone Family Office
New Jersey
$1.26M -$158K -53 -11%
RG
1320
Rikoon Group
New Mexico
$1.25M
BPGAM
1321
BTG Pactual Global Asset Management
Bermuda
$1.24M -$148K -496 -11%
SW
1322
SteelPeak Wealth
California
$1.24M +$1.24M +4,163 New
NAM
1323
NorthCoast Asset Management
Connecticut
$1.24M +$532K +1,782 +75%
OIA
1324
OneDigital Investment Advisors
Kansas
$1.24M -$104K -348 -8%
OA
1325
Oak Associates
Ohio
$1.24M