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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 %
SAM
1626
Symphony Asset Management
California
$541K
OAM
1627
Optimal Asset Management
California
$538K +$538K +1,802 New
WP
1628
WealthSource Partners
California
$535K -$11.6K -39 -2%
MC
1629
Miles Capital
Iowa
$535K -$299 -1 -0.1%
SWA
1630
Sutton Wealth Advisors
Florida
$534K
AB
1631
Atlas Brown
Kentucky
$528K +$2.39K +8 +0.5%
PFA
1632
Professional Financial Advisors
Nebraska
$528K +$528K +1,768 New
LFA
1633
Legacy Financial Advisors
Kentucky
$525K +$3.58K +12 +0.7%
RWM
1634
Ritholtz Wealth Management
New York
$525K +$110K +369 +27%
OAM
1635
Oberweis Asset Management
Illinois
$524K -$41.8K -140 -7%
AWM
1636
Alterna Wealth Management
Texas
$520K -$38.6K -129 -7%
RZH
1637
Relyea Zuckerberg Hanson
Connecticut
$520K +$520K +1,741 New
BCM
1638
Beck Capital Management
Texas
$517K -$114K -380 -18%
SNBOSCI
1639
Security National Bank of Sioux City Iowa
Iowa
$517K
CPIG
1640
Chicago Partners Investment Group
Illinois
$517K +$26.6K +83 +5%
SIA
1641
Strategic Investment Advisors
Michigan
$517K +$150K +503 +41%
1WA
1642
180 Wealth Advisors
Washington
$515K +$8.81K +28 +2%
CBFP
1643
Cedar Brook Financial Partners
Ohio
$515K +$25.1K +84 +5%
MIC
1644
Means Investment Company
Maine
$514K -$8.75K -27 -2%
RW
1645
REDW Wealth
New Mexico
$514K
ME
1646
McIlrath & Eck
Washington
$514K +$83.6K +280 +19%
SG
1647
StoneX Group
New York
$511K -$70.2K -235 -12%
AWM
1648
Atticus Wealth Management
Florida
$510K +$510K +1,707 New
LA
1649
Lau Associates
Delaware
$508K
WG
1650
Welch Group
Alabama
$507K -$26.9K -90 -5%