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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 %
LF
1376
Lee Financial
Texas
$1.08M
SCA
1377
STALEY CAPITAL ADVISERS
Pennsylvania
$1.08M
HWA
1378
HCR Wealth Advisors
California
$1.07M +$271K +907 +34%
FWM
1379
Fairhaven Wealth Management
Illinois
$1.07M -$9.85K -33 -0.9%
ESB
1380
Essex Savings Bank
Connecticut
$1.07M -$1.49K -5 -0.1%
PCM
1381
Pointe Capital Management
Michigan
$1.06M -$86K -288 -7%
NJBEST
1382
New Jersey Better Educational Savings Trust
New Jersey
$1.06M +$74.6K +250 +8%
OFS
1383
OneAscent Financial Services
Alabama
$1.05M +$1.05M +3,531 New
B
1384
Brightworth
Georgia
$1.05M +$62.7K +210 +6%
AIA
1385
Avalon Investment & Advisory
Texas
$1.05M +$37K +124 +4%
GRP
1386
Global Retirement Partners
California
$1.04M -$1.49K -5 -0.1%
JG
1387
Jefferies Group
New York
$1.03M +$949K +3,179 +1,131%
EWA
1388
ERTS Wealth Advisors
Michigan
$1.03M -$17.6K -59 -2%
SIG
1389
Sargent Investment Group
Maryland
$1.02M +$146K +490 +17%
IP
1390
Intellectus Partners
California
$1.02M -$9.56K -32 -0.9%
SAM
1391
Silphium Asset Management
United Kingdom
$1.02M +$582K +1,950 +134%
MA
1392
Modus Advisors
Minnesota
$1.01M +$1.01M +3,397 New
BAM
1393
Belpointe Asset Management
Nevada
$1.01M -$2.69K -9 -0.3%
KC
1394
Knuff & Co
California
$1.01M +$16.4K +55 +2%
EF
1395
Empirical Finance
Pennsylvania
$1.01M +$366K +1,226 +57%
AIM
1396
AIA Investment Management
Singapore
$1.01M -$20.6K -69 -2%
OFS
1397
Orrstown Financial Services
Pennsylvania
$998K -$93.3K -297 -9%
ACG
1398
Allen Capital Group
Nebraska
$995K +$20.6K +69 +2%
WMSA
1399
Weiss Multi-Strategy Advisers
New York
$993K +$993K +3,324 New
EHWM
1400
Eads & Heald Wealth Management
Georgia
$992K +$5.38K +18 +0.5%