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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 %
ONB
1401
Old National Bancorp
Indiana
$989K -$111K -370 -10%
LA
1402
LVW Advisors
New York
$989K +$326K +1,091 +49%
JDR
1403
Jay D. Rosenbaum
$981K -$8.36K -28 -0.8%
AWM
1404
Aevitas Wealth Management
Massachusetts
$980K -$60.3K -202 -6%
IIM
1405
Ipswich Investment Management
Massachusetts
$970K
FNBSF
1406
First National Bank Sioux Falls
South Dakota
$965K -$61.2K -205 -6%
TA
1407
TFG Advisers
Michigan
$964K -$6.27K -21 -0.6%
CCM
1408
Coldstream Capital Management
Washington
$962K +$51.4K +172 +6%
MC
1409
Middleton & Co
Massachusetts
$951K -$17.9K -60 -2%
CWM
1410
Confluence Wealth Management
Oregon
$951K
OFW
1411
Omnia Family Wealth
Florida
$950K -$38.2K -128 -4%
HH
1412
HWG Holdings
Texas
$944K +$55.5K +186 +6%
CCMG
1413
Clark Capital Management Group
Pennsylvania
$941K -$211K -705 -18%
SP
1414
Symmetry Partners
Connecticut
$939K +$79.1K +265 +9%
JSL
1415
JT Stratford LLC
Georgia
$938K -$29.5K -99 -3%
RCM
1416
Requisite Capital Management
Texas
$938K +$42.4K +142 +5%
BCA
1417
Bray Capital Advisors
Florida
$934K
NWS
1418
Newport Wealth Strategies
California
$934K +$709K +2,360 +315%
WOC
1419
West Oak Capital
California
$929K -$37.3K -125 -4%
SA
1420
Shilanski & Associates
Alaska
$924K +$8.66K +29 +0.9%
MWM
1421
Mission Wealth Management
California
$924K +$146K +490 +19%
DI
1422
DFPG Investments
Utah
$923K -$124K -396 -12%
SIA
1423
SeaBridge Investment Advisors
New Jersey
$923K -$43.3K -145 -4%
V
1424
VeraBank
Texas
$921K
WWM
1425
Windsor Wealth Management
Indiana
$920K -$14K -47 -2%