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Mastercard

1,963 hedge funds and large institutions have $205B invested in Mastercard in 2019 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 725 increasing their positions, 842 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,963
Holders Change
+45
Holders Change %
+2.35%
% of All Funds
43.11%
Holding in Top 10
299
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-4.78%
% of All Funds
6.57%
New
128
Increased
725
Reduced
842
Closed
71
Calls
$1.51B
Puts
$2.55B
Net Calls
-$1.04B
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
1701
Keystone Financial Group (Kentucky)
Kentucky
$300K +$272 +1 +0.1%
FFS
1702
Founders Financial Securities
Maryland
$300K +$78.9K +291 +36%
QPWM
1703
Quadrant Private Wealth Management
Pennsylvania
$298K +$16K +59 +6%
HI
1704
Hudock Inc
Pennsylvania
$296K +$224K +826 +309%
HL
1705
HeadInvest LLC
Maine
$294K +$34.2K +126 +13%
TIS
1706
Tortoise Index Solutions
Kansas
$293K +$86K +317 +42%
HA
1707
Hamel Associates
New Jersey
$289K
OCM
1708
One Capital Management
California
$289K
PAG
1709
Pinnacle Advisory Group
Maryland
$285K
KM
1710
Kalos Management
Georgia
$283K -$22K -82 -7%
ACM
1711
AlphaStar Capital Management
North Carolina
$283K -$9.22K -34 -3%
OLA
1712
Oliver Luxxe Assets
New Jersey
$283K +$283K +1,055 New
PL
1713
Plancorp LLC
Missouri
$279K
CSIC
1714
Clifford Swan Investment Counsel
California
$279K +$271 +1 +0.1%
PP
1715
PagnatoKarp Partners
Virginia
$279K +$1.36K +5 +0.5%
CL
1716
Choreo LLC
Illinois
$279K +$5.16K +19 +2%
CA
1717
Cornerstone Advisory
Maryland
$277K -$17.4K -64 -6%
LF
1718
Lantz Financial
Illinois
$277K +$10.6K +40 +4%
SVWAG
1719
Sound View Wealth Advisors Group
Georgia
$276K -$1.36K -5 -0.5%
PFBT
1720
Parkside Financial Bank & Trust
Missouri
$275K +$108K +400 +65%
F
1721
F3Logic
Minnesota
$274K -$655K -2,403 -71%
CWM
1722
Campbell Wealth Management
Virginia
$273K
SFS
1723
Strategic Financial Services
New York
$272K
GC
1724
Grace Capital
Massachusetts
$272K
CCM
1725
Crossvault Capital Management
Texas
$272K