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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 %
IA
1451
Independence Advisors
Pennsylvania
$468K
B
1452
Bailard
California
$468K
AOWM
1453
Alpha Omega Wealth Management
Virginia
$465K +$7.06K +30 +2%
BW
1454
Bison Wealth
Georgia
$461K +$43.5K +185 +10%
BFO
1455
Biltmore Family Office
North Carolina
$458K
CIC
1456
Crawford Investment Counsel
Georgia
$453K -$236 -1 -0.1%
WA
1457
WESPAC Advisors
California
$451K +$8.72K +37 +2%
CWG
1458
Cornerstone Wealth Group
North Carolina
$451K +$451K +1,914 New
CIP
1459
Convergence Investment Partners
Florida
$450K +$5.65K +24 +1%
AAM
1460
American Asset Management
Florida
$447K -$11.8K -50 -3%
OAM
1461
Oberweis Asset Management
Illinois
$446K +$236 +1 +0.1%
SGK
1462
Steigerwald Gordon & Koch
Virginia
$445K
BO
1463
BRR OpCo
Ohio
$443K +$89.2K +379 +25%
SBSB
1464
Sullivan, Bruyette, Speros & Blaney
Virginia
$442K -$20.7K -88 -4%
CBB
1465
Citizens Business Bank
California
$440K -$11.5K -49 -3%
RWP
1466
RWA Wealth Partners
Massachusetts
$437K -$10.4K -44 -2%
B
1467
Bridgeworth
Alabama
$436K -$9.19K -39 -2%
SC
1468
Skylands Capital
Wisconsin
$436K
GP
1469
Geneva Partners
Wisconsin
$435K -$17.6K -75 -4%
LFA
1470
Legacy Financial Advisors
Kentucky
$435K +$130K +554 +43%
TRAM
1471
Tuscan Ridge Asset Management
Illinois
$433K -$1.16M -4,910 -73%
CWAG
1472
Compton Wealth Advisory Group
Virginia
$433K
SCA
1473
Strategic Capital Advisers
Colorado
$433K +$111K +473 +35%
MCM
1474
Manchester Capital Management
Vermont
$429K +$11.8K +50 +3%
MNBTD
1475
Moody National Bank Trust Division
Texas
$428K +$140K +593 +48%