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Mastercard

1,871 hedge funds and large institutions have $181B invested in Mastercard in 2019 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 681 increasing their positions, 771 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+89
Holders Change %
+4.99%
% of All Funds
40.56%
Holding in Top 10
281
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+21.65%
% of All Funds
6.09%
New
175
Increased
681
Reduced
771
Closed
68
Calls
$1.49B
Puts
$1.36B
Net Calls
+$128M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
1326
Braun-Bostich & Associates
Pennsylvania
$714K -$166K -706 -19%
AWM
1327
Alterna Wealth Management
Texas
$712K -$1.87M -7,952 -72%
EWA
1328
Exencial Wealth Advisors
Oklahoma
$711K +$94.2K +400 +15%
GIA
1329
Gladstone Institutional Advisory
Florida
$709K -$128K -542 -15%
JMFC
1330
J.M. Forbes & Co
Massachusetts
$708K -$33K -140 -4%
ACM
1331
ADI Capital Management
New York
$706K +$706K +3,000 New
PSC
1332
Prentiss Smith & Co
Vermont
$701K
IIA
1333
IPG Investment Advisors
California
$699K +$103K +439 +17%
RIM
1334
Regent Investment Management
Kentucky
$699K -$5.89K -25 -0.8%
MSAM
1335
Moloney Securities Asset Management
Missouri
$696K -$5.65K -24 -0.8%
KP
1336
Keel Point
Alabama
$691K -$39.8K -169 -5%
PMFA
1337
Plante Moran Financial Advisors
Michigan
$691K +$92.8K +394 +16%
PSP
1338
Principal Street Partners
Tennessee
$687K +$687K +2,919 New
PCM
1339
Penserra Capital Management
California
$682K -$4.41M -17,407 -87%
BBA
1340
BLB&B Advisors
Pennsylvania
$682K
PWMG
1341
Prestige Wealth Management Group
New Jersey
$682K +$69.3K +294 +11%
OIA
1342
OneDigital Investment Advisors
Kansas
$681K -$39.6K -168 -5%
MFW
1343
Mosaic Family Wealth
Missouri
$681K +$235 +1 +0%
RMDI
1344
R.M. Davis Inc
Maine
$679K -$227K -965 -25%
LMIM
1345
Lockheed Martin Investment Management
Maryland
$675K
CF
1346
Copperwynd Financial
Arizona
$673K -$15.1K -64 -2%
MFG
1347
Magnus Financial Group
New York
$672K +$8.25K +35 +1%
MFG
1348
Merit Financial Group
Georgia
$671K +$60.7K +258 +10%
SIM
1349
SSI Investment Management
California
$668K -$2.59K -11 -0.4%
ECA
1350
Elevated Capital Advisors
Utah
$666K +$666K +2,590 New