MA icon

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 %
CAMG
1476
CWA Asset Management Group
Florida
$601K +$2.44K +9 +0.4%
TFO
1477
Tarbox Family Office
California
$599K
SIM
1478
Sadoff Investment Management
Wisconsin
$594K
CIAS
1479
Capital Investment Advisory Services
North Carolina
$594K +$5.97K +22 +1%
RIM
1480
Regent Investment Management
Kentucky
$593K -$129K -475 -18%
HPWM
1481
Highland Private Wealth Management
Washington
$593K -$24.2K -89 -4%
GCM
1482
Gladius Capital Management
Illinois
$591K +$463K +1,703 +360%
IA
1483
Independence Advisors
Pennsylvania
$590K +$2.72K +10 +0.5%
CFG
1484
Cooper Financial Group
California
$588K +$77.1K +284 +15%
EF
1485
Empirical Finance
Pennsylvania
$585K +$10.9K +40 +2%
SBSB
1486
Sullivan, Bruyette, Speros & Blaney
Virginia
$582K +$4.35K +16 +0.8%
CPA
1487
Court Place Advisors
Maryland
$578K
TCM
1488
Telos Capital Management
California
$578K +$578K +2,130 New
MA
1489
Mutual Advisors
Nebraska
$577K -$174K -641 -23%
VWM
1490
Valley Wealth Managers
New Jersey
$575K -$232K -854 -29%
BCM
1491
Beck Capital Management
Texas
$573K -$25.8K -95 -4%
HCP
1492
Holt Capital Partners
Texas
$570K
SMC
1493
Smith, Moore & Co
Missouri
$562K
CIA
1494
Capital Investment Advisors
Georgia
$561K +$3.53K +13 +0.6%
KMWM
1495
Keudell/Morrison Wealth Management
Oregon
$559K -$4.62K -17 -0.8%
BIM
1496
Baldwin Investment Management
Pennsylvania
$559K
WA
1497
WESPAC Advisors
California
$558K -$50.8K -187 -8%
EGA
1498
E&G Advisors
Texas
$557K +$81.5K +300 +17%
ECG
1499
Edge Capital Group
Georgia
$555K -$72K -265 -11%
GC
1500
Giverny Capital
Quebec, Canada
$554K