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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 %
FFC
1751
First Financial Corp
Indiana
$247K +$16.3K +60 +7%
RWMH
1752
Riverpoint Wealth Management Holdings
Illinois
$245K -$9.78K -36 -4%
DTL
1753
Dynamic Technology Lab
Singapore
$244K -$1.11M -4,083 -82%
CA
1754
Cumberland Advisors
Florida
$244K
LD
1755
Lipe & Dalton
New York
$244K
GM
1756
GeoWealth Management
Illinois
$244K +$244K +896 New
BPB
1757
Badgley, Phelps & Bell
Washington
$243K -$21.7K -80 -8%
BOS
1758
Bingham Osborn & Scarborough
California
$242K +$10K +37 +4%
CPO
1759
Cerity Partners OCIO
New York
$242K +$242K +891 New
FPC
1760
Falcon Point Capital
California
$241K -$29.3K -106 -11%
CAM
1761
Claret Asset Management
Quebec, Canada
$239K
PL
1762
Parthenon LLC
Kentucky
$236K
MFW
1763
Meristem Family Wealth
Minnesota
$234K +$234K +861 New
BMCM
1764
Bryn Mawr Capital Management
Pennsylvania
$233K
WT
1765
Washington Trust
Rhode Island
$231K -$69.3K -250 -23%
PWA
1766
Peterson Wealth Advisors
Utah
$231K +$272 +1 +0.1%
BRC
1767
Bell Rock Capital
Delaware
$230K +$180K +659 +356%
BCP
1768
Blackhawk Capital Partners
Wisconsin
$229K -$46.1K -170 -17%
SYBT
1769
Stock Yards Bank & Trust
Kentucky
$229K -$5.44K -20 -2%
AWM
1770
Apollon Wealth Management
South Carolina
$228K +$136K +502 +149%
CRWM
1771
Castle Rock Wealth Management
California
$227K -$288K -1,039 -56%
VCM
1772
Versant Capital Management
Arizona
$227K -$23.1K -85 -9%
PFM
1773
Parsec Financial Management
North Carolina
$226K -$19.5K -72 -8%
FPFS
1774
First Personal Financial Services
North Carolina
$225K -$542 -2 -0.2%
WC
1775
Whitnell & Co
Illinois
$224K +$224K +825 New