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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 %
MCWS
1401
McKinley Carter Wealth Services
West Virginia
$550K -$16.3K -69 -3%
CMI
1402
Clare Market Investments
Texas
$548K +$21.7K +92 +4%
MA
1403
Mutual Advisors
Nebraska
$545K +$127K +540 +30%
AIS
1404
American Investment Services
Massachusetts
$540K +$942 +4 +0.2%
NDSI
1405
Newman Dignan & Sheerar Inc
Rhode Island
$539K +$5.89K +25 +1%
BCM
1406
Beck Capital Management
Texas
$538K +$20K +85 +4%
HFM
1407
Hartford Financial Management
Connecticut
$536K -$31.8K -135 -6%
1WA
1408
180 Wealth Advisors
Washington
$536K +$15.4K +63 +3%
NQWM
1409
Northwest Quadrant Wealth Management
Oregon
$534K +$10.8K +45 +2%
EHC
1410
Everett Harris & Co
California
$532K +$11.8K +50 +2%
BB
1411
Bell Bank
North Dakota
$524K -$35.8K -152 -6%
KPW
1412
Kore Private Wealth
New York
$522K -$80.4K -341 -13%
CIA
1413
CSat Investment Advisory
Michigan
$519K -$36K -153 -6%
FC
1414
Ferris Capital
Massachusetts
$519K +$5.18K +22 +1%
TI
1415
Tidal Investments
Wisconsin
$518K -$36.1K -153 -7%
LA
1416
Lau Associates
Delaware
$518K
PCMC
1417
Private Capital Management (Colorado)
Colorado
$518K +$213K +905 +70%
SIM
1418
Sadoff Investment Management
Wisconsin
$515K +$17K +72 +3%
PC
1419
PA Capital
Virginia
$514K +$514K +2,181 New
HCM
1420
Hodges Capital Management
Texas
$512K +$35.3K +150 +7%
LA
1421
LVW Advisors
New York
$512K +$218K +925 +74%
TFO
1422
Tarbox Family Office
California
$508K
FBC
1423
Fairfield, Bush & Co
Connecticut
$507K -$70.6K -300 -12%
EF
1424
Empirical Finance
Pennsylvania
$507K +$116K +493 +30%
GAG
1425
GM Advisory Group
New York
$505K -$47.1K -200 -9%