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 %
TRAM
1626
Tuscan Ridge Asset Management
Illinois
$341K -$145K -550 -30%
AWM
1627
Aries Wealth Management
Maine
$341K
SWP
1628
Strategic Wealth Partners
Ohio
$340K -$76K -288 -18%
MC
1629
Matisse Capital
Oregon
$340K +$46.3K +175 +16%
AIM
1630
Avity Investment Management
Connecticut
$337K +$337K +1,275 New
BFPW
1631
BOK Financial Private Wealth
Colorado
$336K +$60.8K +230 +22%
AFP
1632
Ausdal Financial Partners
Iowa
$332K -$44.5K -160 -12%
CISOA
1633
Capital Investment Services of America
Wisconsin
$331K +$13.2K +50 +4%
NEIRG
1634
New England Investment & Retirement Group
Massachusetts
$331K +$331K +1,250 New
BP
1635
BBR Partners
New York
$330K -$2.81M -10,600 -89%
11A
1636
10-15 Associates
New York
$326K +$6.87K +26 +2%
NB
1637
NBT Bank
New York
$325K -$38.1K -144 -10%
TSW
1638
Thompson Siegel & Walmsley
Virginia
$323K -$13.2K -50 -4%
SICM
1639
Sustainable Insight Capital Management
New York
$321K -$139K -523 -30%
BOPW
1640
Brandywine Oak Private Wealth
Pennsylvania
$320K
FFW
1641
Fusion Family Wealth
New York
$319K
SCM
1642
Schnieders Capital Management
California
$317K -$25.1K -95 -7%
MBTD
1643
Mechanics Bank - Trust Department
California
$317K -$11.9K -45 -4%
CCA
1644
Catalyst Capital Advisors
New York
$317K
DWM
1645
Dorchester Wealth Management
Quebec, Canada
$316K -$132K -500 -29%
TIA
1646
Traphagen Investment Advisors
New Jersey
$316K
GJCM
1647
Grand Jean Capital Management
California
$315K
UBV
1648
United Bank (Virginia)
Virginia
$313K
TSWM
1649
Triangle Securities Wealth Management
North Carolina
$312K +$47.7K +176 +18%
POIA
1650
Pin Oak Investment Advisors
Texas
$311K +$119K +452 +62%