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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 %
KIA
1601
KCM Investment Advisors
California
$568K -$38.2K -128 -6%
FWM
1602
FFT Wealth Management
Pennsylvania
$567K +$567K +1,900 New
SAM
1603
SignalPoint Asset Management
Missouri
$565K +$41.2K +138 +8%
TFA
1604
Teamwork Financial Advisors
Texas
$565K +$565K +1,892 New
WMA
1605
Wealth Management Associates
New Jersey
$565K
CRCM
1606
Corbett Road Capital Management
Virginia
$564K +$564K +1,892 New
FHC
1607
First Heartland Consultants
Missouri
$563K +$38.5K +129 +7%
PP
1608
Parplus Partners
New York
$561K +$561K +1,880 New
AP
1609
Americana Partners
Texas
$560K +$560K +1,876 New
GFPC
1610
Global Financial Private Client
Florida
$559K +$559K +1,872 New
CWG
1611
Cornerstone Wealth Group
North Carolina
$559K +$4.78K +16 +0.9%
AAM
1612
American Asset Management
Florida
$556K
EGA
1613
E&G Advisors
Texas
$552K -$59.7K -200 -10%
FCFC
1614
First Commonwealth Financial Corp
Pennsylvania
$552K -$14K -47 -2%
BWP
1615
Baldwin Wealth Partners
Massachusetts
$551K -$14.9K -50 -3%
MOS
1616
MGO One Seven
Ohio
$551K +$10.4K +35 +2%
SFWA
1617
Summit Financial Wealth Advisors
Louisiana
$548K -$27.1K -86 -5%
EPWM
1618
Essex Private Wealth Management
Massachusetts
$548K +$548K +1,838 New
CMI
1619
Clare Market Investments
Texas
$548K -$39.7K -133 -7%
FI
1620
FormulaFolio Investments
Michigan
$547K +$14.9K +50 +3%
B
1621
Bridgeworth
Alabama
$546K -$7.17K -24 -1%
CM
1622
Capula Management
Cayman Islands
$544K -$6.26M -20,960 -92%
FSA
1623
Financial Sense Advisors
California
$544K +$299 +1 +0.1%
BSPF
1624
British Steel Pension Fund
United Kingdom
$542K
MWM
1625
Meridian Wealth Management
Kentucky
$542K +$13.4K +45 +3%