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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 %
HHGA
1651
Halbert Hargrove Global Advisors
California
$506K -$9.24K -31 -2%
LWM
1652
Loveless Wealth Management
Montana
$502K +$502K +1,670 New
CP
1653
Camelot Portfolios
Ohio
$502K +$502K +1,680 New
Boston Partners
1654
Boston Partners
Massachusetts
$500K
BMC
1655
Benin Management Corp
Connecticut
$500K
EM
1656
Excalibur Management
Massachusetts
$500K +$500K +1,674 New
SGK
1657
Steigerwald Gordon & Koch
Virginia
$498K +$106K +354 +27%
KPW
1658
Kore Private Wealth
New York
$494K -$216K -722 -30%
BCM
1659
Bienville Capital Management
New York
$493K
CT
1660
Clearstead Trust
Maine
$492K -$5.37K -18 -1%
AWM
1661
Arbor Wealth Management
Florida
$492K +$22.1K +74 +5%
AW
1662
Alpha Windward
Massachusetts
$492K +$25.4K +85 +5%
PA
1663
PFG Advisors
Arizona
$491K +$491K +1,610 New
HPC
1664
Hobart Private Capital
North Carolina
$490K +$44.5K +149 +10%
AT
1665
Arden Trust
Delaware
$489K +$39.4K +132 +9%
PCP
1666
Proficio Capital Partners
Massachusetts
$488K +$68.4K +229 +16%
RIA
1667
Regal Investment Advisors
Michigan
$487K +$2.39K +8 +0.5%
PA
1668
Prism Advisors
California
$487K +$10.7K +36 +2%
VWM
1669
Vigilare Wealth Management
Arizona
$487K +$487K +1,500 New
OFS
1670
Oldfather Financial Services
Nebraska
$487K +$487K +1,520 New
WA
1671
Wealth Architects
California
$486K +$8.06K +27 +2%
BAM
1672
Brave Asset Management
New Jersey
$484K -$7.77K -26 -2%
PCM
1673
Prelude Capital Management
New York
$481K -$376K -1,259 -44%
BFC
1674
Bedel Financial Consulting
Indiana
$481K -$895 -3 -0.2%
QCMC
1675
Quantum Capital Management (California)
California
$477K -$45.1K -151 -9%