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Mastercard

1,963 hedge funds and large institutions have $205B invested in Mastercard in 2019 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 725 increasing their positions, 842 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,963
Holders Change
+45
Holders Change %
+2.35%
% of All Funds
43.11%
Holding in Top 10
299
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-4.78%
% of All Funds
6.57%
New
128
Increased
725
Reduced
842
Closed
71
Calls
$1.51B
Puts
$2.55B
Net Calls
-$1.04B
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1426
Mission Wealth Management
California
$708K +$17.7K +65 +3%
BJL
1427
Brighton Jones LLC
Washington
$705K +$10.6K +39 +2%
NB
1428
Nicolet Bankshares
Wisconsin
$704K +$11.7K +43 +2%
GAG
1429
GM Advisory Group
New York
$704K +$27.2K +100 +4%
WA
1430
Wambolt & Associates
Colorado
$702K +$5.16K +19 +0.7%
FCM
1431
Fairbanks Capital Management
California
$702K +$302K +1,112 +75%
SWA
1432
Stratos Wealth Advisors
Ohio
$700K +$41.3K +152 +6%
AWA
1433
Arete Wealth Advisors
Illinois
$699K +$14.9K +55 +2%
APP
1434
Avantax Planning Partners
Iowa
$698K +$1.9K +7 +0.3%
MWC
1435
MBM Wealth Consultants
Missouri
$697K +$9.78K +36 +1%
GW
1436
GW & Wade
Massachusetts
$694K -$8.42K -31 -1%
MBT
1437
Montecito Bank & Trust
California
$691K +$29.6K +109 +4%
AIA
1438
Angeles Investment Advisors
California
$690K +$284K +1,047 +70%
PIA
1439
Pinion Investment Advisors
Kansas
$687K -$54.3K -200 -7%
BBP
1440
Banco BTG Pactual
Brazil
$687K +$390K +1,436 +131%
I
1441
IberiaBank
Louisiana
$686K -$362K -1,333 -35%
AAP
1442
Arax Advisory Partners
Colorado
$685K -$13.6K -50 -2%
MPI
1443
Mairs & Power Inc
Minnesota
$681K -$50.5K -186 -7%
UBG
1444
United Bank (Georgia)
Georgia
$678K +$119K +437 +21%
WAG
1445
Winthrop Advisory Group
Massachusetts
$673K
FPCG
1446
Fort Pitt Capital Group
Pennsylvania
$669K +$27.2K +100 +4%
NDSI
1447
Newman Dignan & Sheerar Inc
Rhode Island
$669K +$47.5K +175 +8%
LWAC
1448
Laurel Wealth Advisors (California)
California
$669K +$135K +496 +25%
VWA
1449
V Wealth Advisors
Kansas
$665K +$63K +232 +10%
MSAM
1450
Moloney Securities Asset Management
Missouri
$654K -$135K -498 -17%