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Mastercard

2,138 hedge funds and large institutions have $226B invested in Mastercard in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 742 increasing their positions, 862 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
+175
Holders Change %
+8.91%
% of All Funds
42.22%
Holding in Top 10
318
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.35%
% of All Funds
6.28%
New
275
Increased
742
Reduced
862
Closed
75
Calls
$2.17B
Puts
$2.97B
Net Calls
-$803M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1476
Arete Wealth Advisors
Illinois
$798K +$29.6K +99 +4%
EHC
1477
Everett Harris & Co
California
$797K
SAM
1478
Sompo Asset Management
Japan
$797K +$89.6K +300 +13%
MFW
1479
Mosaic Family Wealth
Missouri
$796K -$164K -548 -17%
FIB
1480
First Interstate Bank
Montana
$795K +$560K +1,876 +239%
TCOT
1481
Trust Company of Toledo
Ohio
$792K
WA
1482
Wambolt & Associates
Colorado
$792K +$20K +67 +3%
EFS
1483
Essex Financial Services
Connecticut
$790K
WAG
1484
Winthrop Advisory Group
Massachusetts
$790K +$50.2K +168 +7%
CS
1485
Cannell & Spears
New York
$789K +$9.56K +32 +1%
PA
1486
Procyon Advisors
Connecticut
$789K +$789K +2,641 New
WorldQuant Millennium Advisors
1487
WorldQuant Millennium Advisors
New York
$784K -$28.1K -94 -3%
CG
1488
Cutler Group
California
$784K +$784K +2,629 New
GLI
1489
Guardian Life Insurance
New York
$781K
DTL
1490
Dynamic Technology Lab
Singapore
$776K +$507K +1,700 +189%
EMG
1491
Ellington Management Group
Connecticut
$776K +$776K +2,600 New
JWCA
1492
J.W. Cole Advisors
Florida
$773K +$773K +2,589 New
PC
1493
Permanens Capital
New York
$769K -$127K -425 -14%
RA
1494
RFG Advisory
Alabama
$769K -$19.4K -65 -2%
MBT
1495
Montecito Bank & Trust
California
$766K +$6.57K +22 +0.9%
AWM
1496
Aberdeen Wealth Management
Illinois
$766K +$766K +2,566 New
I
1497
IberiaBank
Louisiana
$765K +$10.5K +35 +1%
GW
1498
GW & Wade
Massachusetts
$763K +$299 +1 +0%
APP
1499
Avantax Planning Partners
Iowa
$757K -$10.8K -36 -1%
SGI
1500
Summit Global Investments
Utah
$757K +$66K +221 +10%