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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 %
BCM
1551
BlueCrest Capital Management
Jersey
$653K -$3.09M -10,370 -83%
CFG
1552
Cooper Financial Group
California
$649K +$1.49K +5 +0.2%
RIM
1553
Regent Investment Management
Kentucky
$646K -$5.97K -20 -0.9%
VWM
1554
Valley Wealth Managers
New Jersey
$646K +$13.4K +45 +2%
IA
1555
Independence Advisors
Pennsylvania
$645K -$3.29K -11 -0.5%
EH
1556
Equitable Holdings
New York
$642K +$642K +2,151 New
OC
1557
Oakworth Capital
Alabama
$641K +$143K +467 +29%
DA
1558
Detalus Advisors
Missouri
$641K +$641K +2,145 New
RWP
1559
RWA Wealth Partners
Massachusetts
$640K -$48.7K -163 -7%
B
1560
Bailard
California
$640K +$47.4K +159 +8%
DCM
1561
Donaldson Capital Management
Indiana
$636K +$91.1K +305 +17%
CPA
1562
Court Place Advisors
Maryland
$635K
CIA
1563
Capital Investment Advisors
Georgia
$630K +$13.1K +44 +2%
SWM
1564
SeaCrest Wealth Management
New York
$630K +$66K +221 +12%
HS
1565
Haafor (Singapore)
Singapore
$630K +$630K +2,111 New
HCP
1566
Holt Capital Partners
Texas
$627K
PMFA
1567
Plante Moran Financial Advisors
Michigan
$626K -$256K -858 -29%
FGAM
1568
Financial Gravity Asset Management
Texas
$623K -$111K -243 -15%
SMC
1569
Smith, Moore & Co
Missouri
$623K +$5.67K +19 +0.9%
DJSG
1570
D.J. St. Germain
Massachusetts
$623K +$164K +550 +36%
CL
1571
CPWM LLC
Washington
$620K -$268K -898 -30%
CAMG
1572
CWA Asset Management Group
Florida
$620K -$40.6K -136 -6%
PFG
1573
PAX Financial Group
Texas
$619K +$619K +1,813 New
BIM
1574
Baldwin Investment Management
Pennsylvania
$615K
WAM
1575
Weatherly Asset Management
California
$614K +$70.2K +235 +13%