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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 %
NQWM
1451
Northwest Quadrant Wealth Management
Oregon
$576K -$7.05K -27 -1%
HCM
1452
Hodges Capital Management
Texas
$575K
FC
1453
Ferris Capital
Massachusetts
$572K -$11.1K -42 -2%
STMM
1454
South Texas Money Management
Texas
$572K +$16.7K +63 +3%
IA
1455
Independence Advisors
Pennsylvania
$572K +$46.3K +175 +9%
SCA
1456
Stonebridge Capital Advisors
Minnesota
$567K -$84.2K -318 -13%
BWL
1457
Bogart Wealth LLC
Virginia
$567K +$108K +409 +24%
CPA
1458
Court Place Advisors
Maryland
$563K
SBSB
1459
Sullivan, Bruyette, Speros & Blaney
Virginia
$562K +$66.1K +250 +13%
EF
1460
Empirical Finance
Pennsylvania
$559K -$11.1K -42 -2%
KMWM
1461
Keudell/Morrison Wealth Management
Oregon
$559K +$145K +540 +35%
HCP
1462
Holt Capital Partners
Texas
$556K
TI
1463
Tidal Investments
Wisconsin
$554K -$27K -102 -5%
GSWM
1464
Golden State Wealth Management
California
$554K +$2.65K +10 +0.5%
CIC
1465
Crawford Investment Counsel
Georgia
$550K +$41.3K +156 +8%
OPA
1466
Old Port Advisors
Maine
$548K -$28.4K -104 -5%
SMC
1467
Smith, Moore & Co
Missouri
$547K +$102K +386 +23%
BIM
1468
Baldwin Investment Management
Pennsylvania
$545K +$15.9K +60 +3%
UBG
1469
United Bank (Georgia)
Georgia
$545K +$291K +1,099 +114%
TFA
1470
Transamerica Financial Advisors
Florida
$545K +$545K +2,057 New
BCM
1471
Bienville Capital Management
New York
$544K +$295K +1,115 +118%
CIA
1472
Capital Investment Advisors
Georgia
$543K -$152K -574 -22%
GC
1473
Giverny Capital
Quebec, Canada
$539K
SNBOSCI
1474
Security National Bank of Sioux City Iowa
Iowa
$538K
LBD
1475
Landsberg Bennett & Dubbaneh
Florida
$536K +$533 +2 +0.1%