MA icon

Mastercard

1,918 hedge funds and large institutions have $202B invested in Mastercard in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 714 increasing their positions, 803 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
+47
Holders Change %
+2.51%
% of All Funds
41.72%
Holding in Top 10
314
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+11.74%
% of All Funds
6.83%
New
128
Increased
714
Reduced
803
Closed
56
Calls
$1.33B
Puts
$2.03B
Net Calls
-$700M
Net Calls Change
-$828M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1601
Circle Wealth Management
New Jersey
$372K +$127K +478 +52%
NL
1602
NWAM LLC
Washington
$371K +$23.3K +88 +7%
CP
1603
Coho Partners
Pennsylvania
$370K
BMC
1604
Beaton Management Company
Massachusetts
$370K
VHAM
1605
Van Hulzen Asset Management
California
$370K +$45K +170 +14%
ZIC
1606
ZWJ Investment Counsel
Georgia
$368K -$5.56K -21 -1%
RI
1607
Ridgewood Investments
New Jersey
$366K
WKWM
1608
Walter & Keenan Wealth Management
Indiana
$362K
ASC
1609
Atalanta Sosnoff Capital
New York
$360K
BCAM
1610
Boston Common Asset Management
Massachusetts
$358K
KJHP
1611
K.J. Harrison & Partners
Ontario, Canada
$358K
MGAM
1612
McGowan Group Asset Management
Texas
$357K -$6.09K -23 -2%
FMTCOCP
1613
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357K
AF
1614
Allworth Financial
California
$356K -$5.03K -19 -1%
IA
1615
IFG Advisory
Georgia
$354K -$41K -155 -10%
RM
1616
Resource Management
Louisiana
$354K +$32K +121 +10%
C
1617
Cerebellum
California
$351K +$351K +1,325 New
SGK
1618
Steigerwald Gordon & Koch
Virginia
$350K -$149K -565 -30%
CPSAC
1619
Chas P. Smith & Associates (CPS)
Florida
$350K +$265 +1 +0.1%
SA
1620
Sicart Associates
New York
$349K
SIAS
1621
Shine Investment Advisory Services
Colorado
$349K
HC
1622
Hamilton Capital
Ohio
$349K
FBT
1623
First Bank & Trust
South Dakota
$346K +$29.6K +112 +9%
RWM
1624
Ritholtz Wealth Management
New York
$345K +$95.4K +361 +38%
ACM
1625
Advisors Capital Management
New Jersey
$342K +$3.44K +13 +1%