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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 %
CWS
1576
Cypress Wealth Services
California
$438K +$2.45K +9 +0.6%
FGAM
1577
Financial Gravity Asset Management
Texas
$437K -$295K -1,086 -40%
PB
1578
Pinnacle Bancorp
Nebraska
$437K +$9.78K +36 +2%
WA
1579
Wealth Architects
California
$435K -$37.8K -139 -8%
JA
1580
JOYN Advisors
Georgia
$433K -$50.5K -186 -10%
PA
1581
Prism Advisors
California
$433K
SB
1582
Strategic Blueprint
Georgia
$431K
AM
1583
Atwater Malick
Pennsylvania
$429K
AWM
1584
Arbor Wealth Management
Florida
$427K -$5.43K -20 -1%
AW
1585
Alpha Windward
Massachusetts
$424K -$1.36K -5 -0.3%
BS
1586
Boenning & Scattergood
Pennsylvania
$424K +$5.44K +20 +1%
MIM
1587
Moseley Investment Management
Florida
$421K
DJSG
1588
D.J. St. Germain
Massachusetts
$418K
LC
1589
Lindbrook Capital
California
$417K -$1.36K -5 -0.3%
AW
1590
ACG Wealth
Georgia
$416K -$26.9K -99 -6%
PNC
1591
Park National Corp
Ohio
$416K +$6.24K +23 +2%
CI
1592
CX Institutional
Indiana
$416K +$120K +444 +41%
USGIU
1593
U.S. Global Investors (USGI)
Texas
$412K -$115K -424 -22%
MMPW
1594
Mitchell McLeod Pugh & Williams
Alabama
$412K
CPIG
1595
Chicago Partners Investment Group
Illinois
$412K +$22.6K +84 +6%
ACP
1596
Arcus Capital Partners
Georgia
$411K -$38.1K -140 -8%
AIP
1597
Almanack Investment Partners
Pennsylvania
$411K +$19.3K +71 +5%
WC
1598
Weil Company
California
$410K
DMC
1599
Drexel Morgan & Co
Pennsylvania
$410K +$1.09K +4 +0.3%
AC
1600
Avestar Capital
New York
$410K +$321K +1,180 +359%