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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 %
NFG
1526
Nations Financial Group
Iowa
$508K +$508K +1,833 New
AAM
1527
American Asset Management
Florida
$506K -$10.3K -38 -2%
OWA
1528
Outlook Wealth Advisors
Texas
$506K -$7.05K -26 -1%
CWG
1529
Cornerstone Wealth Group
North Carolina
$504K -$15.8K -58 -3%
SFWA
1530
Summit Financial Wealth Advisors
Louisiana
$503K -$192K -695 -28%
B
1531
Bridgeworth
Alabama
$503K +$272 +1 +0.1%
WP
1532
WealthSource Partners
California
$497K +$10.3K +38 +2%
GP
1533
Geneva Partners
Wisconsin
$495K -$6.79K -25 -1%
FSA
1534
Financial Sense Advisors
California
$495K
WAM
1535
Weatherly Asset Management
California
$495K +$54.4K +200 +12%
DCM
1536
Donaldson Capital Management
Indiana
$495K +$85.2K +314 +21%
MCM
1537
Manchester Capital Management
Vermont
$494K
CT
1538
Cambridge Trust
Massachusetts
$494K +$110K +406 +29%
BSPF
1539
British Steel Pension Fund
United Kingdom
$493K -$346K -1,276 -41%
SAM
1540
Symphony Asset Management
California
$492K -$552K -2,033 -53%
MOS
1541
MGO One Seven
Ohio
$492K +$177K +650 +56%
MC
1542
Miles Capital
Iowa
$487K -$9.78K -36 -2%
TWA
1543
TCI Wealth Advisors
Arizona
$487K -$272 -1 -0.1%
WG
1544
Welch Group
Alabama
$486K -$2.99K -11 -0.6%
SWA
1545
Sutton Wealth Advisors
Florida
$485K
FI
1546
FormulaFolio Investments
Michigan
$484K +$51.9K +191 +12%
HCM
1547
Hollencrest Capital Management
California
$484K +$484K +1,780 New
9WM
1548
9258 Wealth Management
Ohio
$481K +$3.26K +12 +0.7%
MWM
1549
Meridian Wealth Management
Kentucky
$481K +$86.6K +319 +22%
WG
1550
Winton Group
United Kingdom
$478K -$371K -1,367 -44%