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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 %
PL
1726
Parthenon LLC
Kentucky
$230K
CCFM
1727
Clear Creek Financial Management
Washington
$230K +$230K +871 New
SYBT
1728
Stock Yards Bank & Trust
Kentucky
$228K
BFS
1729
Baskin Financial Services
Ontario, Canada
$228K +$228K +862 New
BMCM
1730
Bryn Mawr Capital Management
Pennsylvania
$227K
CW
1731
CreativeOne Wealth
Kansas
$227K +$227K +855 New
BOS
1732
Bingham Osborn & Scarborough
California
$226K +$226K +855 New
PWA
1733
Peterson Wealth Advisors
Utah
$225K +$225K +849 New
GHA
1734
GW Henssler & Associates
Georgia
$224K -$42.3K -160 -16%
FFC
1735
First Financial Corp
Indiana
$224K -$1.85K -7 -0.8%
VRM
1736
Vectors Research Management
New York
$223K
HC
1737
HNP Capital
New York
$223K +$223K +843 New
HR
1738
Hayden Royal
North Carolina
$222K +$222K +797 New
FPFS
1739
First Personal Financial Services
North Carolina
$220K +$10K +38 +5%
WCWM
1740
Willow Creek Wealth Management
California
$220K +$220K +830 New
MSFP
1741
Mark Sheptoff Financial Planning
Connecticut
$218K
MPIA
1742
Mountain Pacific Investment Advisers
Idaho
$217K +$217K +822 New
FFS
1743
Founders Financial Securities
Maryland
$216K +$216K +815 New
ODG
1744
O'Dell Group
Ohio
$215K +$215K +814 New
GT
1745
Glenmede Trust
Pennsylvania
$215K -$8.44K -31,922 -4%
NWS
1746
Newport Wealth Strategies
California
$213K +$213K +775 New
MWM
1747
Modera Wealth Management
New Jersey
$213K +$213K +805 New
PL
1748
Perpetual Ltd
Australia
$212K -$159K -600 -43%
BCM
1749
Bridgeway Capital Management
Texas
$212K +$212K +800 New
GIP
1750
Granite Investment Partners
California
$212K +$212K +800 New