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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 %
SAG
1326
Spotlight Asset Group
Illinois
$1.23M +$1.23M +4,574 New
HAS
1327
HBW Advisory Services
California
$1.23M +$1.23M +4,078 New
RIM
1328
Redwood Investment Management
Arizona
$1.22M +$981K +3,286 +410%
CC
1329
Cannell & Co
New York
$1.22M
WA
1330
WBH Advisory
Maryland
$1.22M
OIS
1331
Okabena Investment Services
Minnesota
$1.22M +$1.22M +4,074 New
CMANY
1332
Capital Management Associates (New York)
New York
$1.21M +$89.6K +300 +8%
BP
1333
BBR Partners
New York
$1.21M +$825K +2,762 +214%
WWM
1334
WT Wealth Management
Arizona
$1.21M -$141K -473 -10%
AF
1335
Advisornet Financial
Minnesota
$1.2M -$40.3K -135 -3%
ARMT
1336
Amica Retiree Medical Trust
Rhode Island
$1.2M
AIC
1337
Archer Investment Corporation
Indiana
$1.2M -$63.6K -213 -5%
AF
1338
Ally Financial
Michigan
$1.19M
AL
1339
Aspiriant LLC
California
$1.19M -$47.8K -160 -4%
HW
1340
Hedeker Wealth
Illinois
$1.19M +$1.49K +5 +0.1%
ACM
1341
Azimuth Capital Management
Michigan
$1.19M -$89.6K -300 -7%
BJL
1342
Brighton Jones LLC
Washington
$1.18M +$406K +1,359 +52%
FNT
1343
First National Trust
Pennsylvania
$1.18M -$55.2K -185 -4%
CCM
1344
Community Capital Management
Florida
$1.17M
ICM
1345
IMS Capital Management
Oregon
$1.17M +$190K +635 +19%
LP
1346
LGL Partners
Pennsylvania
$1.17M
UC
1347
Unio Capital
New Jersey
$1.17M -$418K -1,400 -26%
WA
1348
Wheatland Advisors
Pennsylvania
$1.17M -$7.47K -25 -0.6%
BO
1349
BRR OpCo
Ohio
$1.15M +$578K +1,934 +101%
HA
1350
Harfst & Associates
Wyoming
$1.15M +$18.8K +63 +2%