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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 %
PWAG
1351
Polaris Wealth Advisory Group
California
$662K +$312K +1,305 +89%
CCM
1352
Coldstream Capital Management
Washington
$661K +$10.1K +43 +2%
TCOT
1353
Trust Company of Toledo
Ohio
$660K -$35.3K -150 -5%
SAM
1354
Silvercrest Asset Management
New York
$652K -$47.1K -200 -7%
EFS
1355
Essex Financial Services
Connecticut
$648K -$386K -1,639 -37%
MWPCG
1356
Measured Wealth Private Client Group
New Hampshire
$648K +$648K +2,754 New
AA
1357
ALPS Advisors
Colorado
$646K -$161K -683 -20%
JFGIW
1358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$642K -$18.8K -80 -3%
Lido Advisors
1359
Lido Advisors
California
$639K +$16K +68 +3%
MAM
1360
Morse Asset Management
Connecticut
$638K +$125K +530 +24%
MWM
1361
Mission Wealth Management
California
$637K +$60.2K +256 +10%
Hudson Bay Capital Management
1362
Hudson Bay Capital Management
Connecticut
$636K -$290K -1,230 -31%
MPI
1363
Mairs & Power Inc
Minnesota
$635K
FVWA
1364
Foster Victor Wealth Advisors
South Carolina
$635K +$147K +625 +30%
LBC
1365
Lowe Brockenbrough & Co
Virginia
$633K +$23.5K +100 +4%
SWA
1366
Stratos Wealth Advisors
Ohio
$632K -$9.65K -41 -2%
PWP
1367
Principle Wealth Partners
Connecticut
$630K +$7.53K +32 +1%
AWA
1368
Arete Wealth Advisors
Illinois
$625K -$5.89K -25 -0.9%
MBT
1369
Montecito Bank & Trust
California
$622K -$37.7K -160 -6%
NB
1370
Nicolet Bankshares
Wisconsin
$620K +$16.7K +71 +3%
HPWM
1371
Highland Private Wealth Management
Washington
$619K +$19.5K +83 +3%
CIA
1372
Capital Investment Advisors
Georgia
$619K +$19.8K +84 +3%
FCA
1373
FinTrust Capital Advisors
South Carolina
$614K -$38.4K -163 -6%
GLI
1374
Guardian Life Insurance
New York
$613K +$4.47K +19 +0.7%
MWC
1375
MBM Wealth Consultants
Missouri
$612K +$7.77K +33 +1%