MA icon

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 %
TCWM
1501
Total Clarity Wealth Management
Illinois
$757K +$757K +2,536 New
UBG
1502
United Bank (Georgia)
Georgia
$748K +$2.09K +7 +0.3%
WAS
1503
Winch Advisory Services
Wisconsin
$747K +$347K +1,162 +87%
NP
1504
NorthRock Partners
Minnesota
$746K +$746K +2,498 New
FPCG
1505
Fort Pitt Capital Group
Pennsylvania
$742K +$6.87K +23 +0.9%
9WM
1506
9258 Wealth Management
Ohio
$738K +$208K +698 +39%
OPS
1507
Orion Portfolio Solutions
Nebraska
$735K +$735K +2,462 New
JFGIW
1508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$729K -$304K -1,018 -29%
NP
1509
Ninepoint Partners
Ontario, Canada
$729K -$211K -707 -22%
PTC
1510
Provident Trust Company
Wisconsin
$717K
HR
1511
Hayden Royal
North Carolina
$717K +$717K +2,101 New
IIM
1512
Intact Investment Management
Quebec, Canada
$716K +$716K +2,400 New
PCM
1513
Prana Capital Management
Connecticut
$715K -$8.51M -28,504 -92%
MWC
1514
MBM Wealth Consultants
Missouri
$713K -$53.8K -180 -7%
FFWA
1515
FRG Family Wealth Advisors
Washington
$713K
AIA
1516
Angeles Investment Advisors
California
$711K -$47.2K -158 -6%
LWAC
1517
Laurel Wealth Advisors (California)
California
$711K -$25.1K -84 -3%
BIA
1518
Bigelow Investment Advisors
Maine
$709K +$1.19K +4 +0.2%
EAM
1519
Evanson Asset Management
California
$708K -$8.06K -27 -1%
BFO
1520
Biltmore Family Office
North Carolina
$708K +$127K +426 +22%
AAP
1521
Arax Advisory Partners
Colorado
$703K -$50.8K -170 -7%
BWL
1522
Bogart Wealth LLC
Virginia
$701K +$24.2K +81 +4%
GWS
1523
Glassman Wealth Services
Virginia
$700K +$26.3K +88 +4%
GVAG
1524
Great Valley Advisor Group
Delaware
$699K -$500K -1,677 -42%
LWM
1525
Laidlaw Wealth Management
New York
$698K +$698K +2,337 New