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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 %
CT
1576
Cambridge Trust
Massachusetts
$614K +$70.5K +236 +13%
SWM
1577
Segment Wealth Management
Texas
$613K +$53.5K +179 +10%
MSAM
1578
Moloney Securities Asset Management
Missouri
$610K -$109K -365 -15%
WA
1579
WESPAC Advisors
California
$607K -$6.27K -21 -1%
APWM
1580
Atlas Private Wealth Management
New York
$606K +$606K +2,030 New
PCMC
1581
Private Capital Management (Colorado)
Colorado
$603K
RPC
1582
Rossmore Private Capital
Connecticut
$597K
SIM
1583
Sadoff Investment Management
Wisconsin
$593K -$59.7K -200 -9%
BB
1584
Bell Bank
North Dakota
$591K -$89.5K -300 -13%
HWM
1585
Howard Wealth Management
Connecticut
$591K +$591K +1,982 New
ECG
1586
Edge Capital Group
Georgia
$590K -$20.6K -69 -3%
GBT
1587
Grove Bank & Trust
Florida
$589K +$14.9K +50 +3%
SC
1588
Solstein Capital
California
$589K +$589K +1,974 New
HCM
1589
Hodges Capital Management
Texas
$588K +$298 +1 +0.1%
RMC
1590
Resources Management Corp
Connecticut
$584K -$17.9K -60 -3%
NFG
1591
Nations Financial Group
Iowa
$582K +$34.4K +115 +6%
GC
1592
Giverny Capital
Quebec, Canada
$580K -$29.3K -98 -5%
BW
1593
Bison Wealth
Georgia
$577K -$7.46K -25 -1%
CWA
1594
Clarity Wealth Advisors
California
$577K +$577K +1,935 New
OPA
1595
Old Port Advisors
Maine
$576K +$10.5K +35 +2%
ED
1596
Exane Derivatives
France
$575K +$124K +395 +28%
KMWM
1597
Keudell/Morrison Wealth Management
Oregon
$574K -$41.2K -138 -7%
VIA
1598
Vident Investment Advisory
Georgia
$569K -$23K -77 -4%
TWA
1599
TCI Wealth Advisors
Arizona
$569K +$33.7K +113 +6%
TAM
1600
Townsend Asset Management
North Carolina
$569K +$569K +1,906 New