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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 %
KTC
1476
Kistler-Tiffany Companies
Pennsylvania
$533K +$112K +422 +26%
PC
1477
Permanens Capital
New York
$529K +$529K +2,000 New
SC
1478
Sovarnum Capital
New York
$529K +$529K +2,000 New
B
1479
Bailard
California
$525K
BWP
1480
Baldwin Wealth Partners
Massachusetts
$522K -$19.3K -73 -4%
LWAC
1481
Laurel Wealth Advisors (California)
California
$521K +$68.6K +259 +15%
BW
1482
Bison Wealth
Georgia
$518K
BFO
1483
Biltmore Family Office
North Carolina
$515K
QCMC
1484
Quantum Capital Management (California)
California
$515K +$515K +1,947 New
USGIU
1485
U.S. Global Investors (USGI)
Texas
$513K +$513K +1,941 New
CWG
1486
Cornerstone Wealth Group
North Carolina
$506K
MCM
1487
MAI Capital Management
Ohio
$505K +$26.5K +100 +6%
AAM
1488
American Asset Management
Florida
$503K
OAM
1489
Oberweis Asset Management
Illinois
$501K
BO
1490
BRR OpCo
Ohio
$500K +$2.38K +9 +0.5%
OWA
1491
Outlook Wealth Advisors
Texas
$500K +$51.3K +194 +11%
LOAMS
1492
Lombard Odier Asset Management (Switzerland)
Switzerland
$500K +$187K +708 +60%
CIP
1493
Convergence Investment Partners
Florida
$498K -$8.47K -32 -2%
CFG
1494
Cooper Financial Group
California
$498K +$19.3K +73 +4%
AWM
1495
Alterna Wealth Management
Texas
$494K -$305K -1,155 -38%
CRWM
1496
Castle Rock Wealth Management
California
$493K +$493K +1,857 New
XS
1497
XR Securities
Illinois
$491K -$828K -3,133 -63%
FBC
1498
Fairfield, Bush & Co
Connecticut
$491K -$79.4K -300 -14%
RWP
1499
RWA Wealth Partners
Massachusetts
$491K
B
1500
Bridgeworth
Alabama
$490K