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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 %
PHAM
1701
Palisades Hudson Asset Management
Florida
$448K
MGAM
1702
McGowan Group Asset Management
Texas
$447K +$44.5K +149 +11%
EP
1703
Eudaimonia Partners
Tennessee
$447K +$447K +1,499 New
MIM
1704
Moseley Investment Management
Florida
$441K -$21.8K -73 -5%
SCA
1705
Strategic Capital Advisers
Colorado
$441K +$596 +2 +0.1%
BFO
1706
Boston Family Office
Massachusetts
$440K
RI
1707
Ridgewood Investments
New Jersey
$440K
FC
1708
Financial Consulate
Maryland
$437K
NL
1709
NWAM LLC
Washington
$436K +$1.79K +6 +0.4%
HCA
1710
Heck Capital Advisors
Wisconsin
$436K
TSW
1711
Thompson Siegel & Walmsley
Virginia
$435K +$1.49K +5 +0.3%
AW
1712
ACG Wealth
Georgia
$433K -$24.5K -82 -5%
BMC
1713
Beaton Management Company
Massachusetts
$431K
TIS
1714
Tortoise Index Solutions
Kansas
$430K +$107K +359 +33%
CT
1715
Chicago Trust
Illinois
$429K
RM
1716
Resource Management
Louisiana
$428K +$6.28K +21 +1%
OWA
1717
Outlook Wealth Advisors
Texas
$427K -$124K -420 -23%
MMPW
1718
Mitchell McLeod Pugh & Williams
Alabama
$425K -$28.4K -95 -6%
ZIC
1719
ZWJ Investment Counsel
Georgia
$425K +$9.56K +32 +2%
WKWM
1720
Walter & Keenan Wealth Management
Indiana
$425K +$16.7K +56 +4%
BA
1721
Bristlecone Advisors
Washington
$423K +$423K +1,416 New
SC
1722
Schoolcraft Capital
Colorado
$421K
RMAM
1723
Raab & Moskowitz Asset Management
New Jersey
$421K -$956K -3,207 -69%
UBV
1724
United Bank (Virginia)
Virginia
$419K
CW
1725
CreativeOne Wealth
Kansas
$419K +$123K +411 +41%