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Mastercard

1,918 hedge funds and large institutions have $202B invested in Mastercard in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 714 increasing their positions, 803 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
+47
Holders Change %
+2.51%
% of All Funds
41.72%
Holding in Top 10
314
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+11.74%
% of All Funds
6.83%
New
128
Increased
714
Reduced
803
Closed
56
Calls
$1.33B
Puts
$2.03B
Net Calls
-$700M
Net Calls Change
-$828M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
1401
Nicolet Bankshares
Wisconsin
$675K -$22.2K -84 -3%
EWA
1402
EP Wealth Advisors
California
$675K +$38.1K +144 +6%
MWM
1403
Mission Wealth Management
California
$672K -$43.9K -166 -6%
AWA
1404
Arete Wealth Advisors
Illinois
$666K -$36K -136 -5%
SFWA
1405
Summit Financial Wealth Advisors
Louisiana
$666K +$124K +470 +23%
Kayne Anderson Rudnick Investment Management
1406
Kayne Anderson Rudnick Investment Management
California
$666K +$338K +1,276 +103%
GAG
1407
GM Advisory Group
New York
$659K +$92.5K +350 +16%
WAG
1408
Winthrop Advisory Group
Massachusetts
$656K +$133K +501 +25%
NAM
1409
NorthCoast Asset Management
Connecticut
$654K -$22.4M -84,768 -97%
QC
1410
Quadrature Capital
United Kingdom
$653K -$6.78M -25,641 -91%
KPW
1411
Kore Private Wealth
New York
$653K +$67.4K +255 +12%
MBT
1412
Montecito Bank & Trust
California
$644K -$54.5K -206 -8%
EFS
1413
Essex Financial Services
Connecticut
$642K -$86K -325 -12%
SWA
1414
Stratos Wealth Advisors
Ohio
$642K -$68.8K -260 -10%
CCMG
1415
Clark Capital Management Group
Pennsylvania
$641K +$192K +727 +43%
PWMG
1416
Prestige Wealth Management Group
New Jersey
$634K -$132K -498 -17%
PG
1417
Patten Group
Tennessee
$633K -$14.8K -56 -2%
FFWA
1418
FRG Family Wealth Advisors
Washington
$632K
MCWS
1419
McKinley Carter Wealth Services
West Virginia
$627K +$9.26K +35 +1%
FPCG
1420
Fort Pitt Capital Group
Pennsylvania
$625K -$21.7K -82 -3%
BIA
1421
Bigelow Investment Advisors
Maine
$621K -$4.23K -16 -0.7%
PCG
1422
Private Capital Group
Connecticut
$620K -$153K -779 -20%
PCM
1423
Penserra Capital Management
California
$620K -$89.7K -340 -13%
CMI
1424
Clare Market Investments
Texas
$617K +$794 +3 +0.1%
FMTC
1425
Farmers & Merchants Trust Company
California
$615K +$79.4K +300 +15%