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 %
SMFS
1526
Squar Milner Financial Services
California
$693K -$458K -1,535 -40%
HIS
1527
Harvest Investment Services
Illinois
$691K -$1.06M -3,535 -60%
FMTC
1528
Farmers & Merchants Trust Company
California
$690K -$5.37K -18 -0.8%
FFN
1529
Focus Financial Network
Minnesota
$689K +$4.48K +15 +0.7%
CAG
1530
Csenge Advisory Group
Florida
$688K +$22.4K +75 +3%
AIS
1531
American Investment Services
Massachusetts
$687K +$896 +3 +0.1%
PIA
1532
Perennial Investment Advisors
California
$685K +$685K +2,293 New
HFM
1533
Hartford Financial Management
Connecticut
$679K
QC
1534
Quadrature Capital
United Kingdom
$679K +$679K +2,275 New
PAS
1535
Partnervest Advisory Services
California
$677K -$121K -404 -15%
GP
1536
Geneva Partners
Wisconsin
$673K +$128K +430 +24%
APW
1537
Aurora Private Wealth
New Jersey
$673K +$673K +2,255 New
CIC
1538
Crawford Investment Counsel
Georgia
$669K +$91.9K +308 +16%
SBSB
1539
Sullivan, Bruyette, Speros & Blaney
Virginia
$668K +$28.4K +95 +4%
VWA
1540
V Wealth Advisors
Kansas
$665K
PL
1541
Plancorp LLC
Missouri
$665K +$358K +1,200 +117%
GLR
1542
Great Lakes Retirement
Ohio
$663K +$663K +2,225 New
TFCP
1543
Twin Focus Capital Partners
Massachusetts
$661K +$661K +2,213 New
NQWM
1544
Northwest Quadrant Wealth Management
Oregon
$658K +$595 +2 +0.1%
HPWM
1545
Highland Private Wealth Management
Washington
$658K +$5.38K +18 +0.8%
EP
1546
Edgestream Partners
New Jersey
$657K -$2.56M -8,573 -80%
MA
1547
Mutual Advisors
Nebraska
$657K +$22.4K +75 +4%
KTC
1548
Kistler-Tiffany Companies
Pennsylvania
$657K +$48.1K +161 +8%
PWA
1549
Physician Wealth Advisors
Utah
$654K -$10.4K -33 -2%
C
1550
Certuity
Florida
$654K +$654K +2,191 New