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Mastercard

1,871 hedge funds and large institutions have $181B invested in Mastercard in 2019 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 681 increasing their positions, 771 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+89
Holders Change %
+4.99%
% of All Funds
40.56%
Holding in Top 10
281
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+21.65%
% of All Funds
6.09%
New
175
Increased
681
Reduced
771
Closed
68
Calls
$1.49B
Puts
$1.36B
Net Calls
+$128M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
1626
Waters Parkerson & Co
Louisiana
$261K
MC
1627
Matisse Capital
Oregon
$261K
PAA
1628
Peregrine Asset Advisers
Oregon
$260K -$56.4K -240 -18%
PP
1629
PagnatoKarp Partners
Virginia
$259K -$56K -238 -18%
WCM
1630
Wallace Capital Management
Texas
$259K
SMFS
1631
Squar Milner Financial Services
California
$259K +$6.82K +29 +3%
CA
1632
Cornerstone Advisory
Maryland
$255K -$16K -68 -6%
MTC
1633
McDaniel Terry & Co
Texas
$255K -$15.1K -64 -6%
CHA
1634
Carmichael Hill & Associates
Maryland
$255K +$255K +1,083 New
SIM
1635
Sonora Investment Management
Arizona
$254K
QPWM
1636
Quadrant Private Wealth Management
Pennsylvania
$254K +$941 +4 +0.4%
SAM
1637
Sompo Asset Management
Japan
$254K +$254K +1,080 New
OCM
1638
One Capital Management
California
$251K -$5.89K -25 -2%
NGA
1639
Naples Global Advisors
Florida
$247K +$247K +1,049 New
PAG
1640
Pinnacle Advisory Group
Maryland
$247K +$247K +1,050 New
SVWA
1641
Sound View Wealth Advisors
Georgia
$246K +$246K +1,043 New
BFPW
1642
BOK Financial Private Wealth
Colorado
$245K -$5.65K -24 -2%
WP
1643
WealthSource Partners
California
$243K -$35.6K -151 -13%
CAM
1644
Claret Asset Management
Quebec, Canada
$243K +$243K +1,030 New
TL
1645
TrueWealth LLC
Georgia
$242K
BPB
1646
Badgley, Phelps & Bell
Washington
$242K +$242K +1,028 New
BCP
1647
Blackhawk Capital Partners
Wisconsin
$241K +$241K +1,025 New
RWMH
1648
Riverpoint Wealth Management Holdings
Illinois
$240K +$240K +1,018 New
GHA
1649
GW Henssler & Associates
Georgia
$237K +$237K +1,008 New
PGA
1650
Premia Global Advisors
Florida
$237K +$237K +1,013 New