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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 %
CWS
1751
Cypress Wealth Services
California
$378K -$103K -346 -21%
FFG
1752
Frisch Financial Group
New York
$378K +$378K +1,266 New
AP
1753
Advisors Preferred
Maryland
$378K +$378K +1,267 New
AWM
1754
Aries Wealth Management
Maine
$377K
GFS
1755
GYL Financial Synergies
Connecticut
$376K
GIP
1756
Greatmark Investment Partners
Georgia
$375K
GAM
1757
Grandview Asset Management
Pennsylvania
$374K -$49.4K -163 -12%
CISOA
1758
Capital Investment Services of America
Wisconsin
$373K
NEIRG
1759
New England Investment & Retirement Group
Massachusetts
$373K
VA
1760
Valmark Advisers
Ohio
$372K +$32.6K +109 +10%
GDP
1761
Great Diamond Partners
Maine
$372K +$372K +1,248 New
DWM
1762
Dorchester Wealth Management
Quebec, Canada
$369K
SCA
1763
Stonebridge Capital Advisors
Minnesota
$368K -$60.4K -202 -14%
VRM
1764
Vectors Research Management
New York
$368K +$134K +450 +57%
EWM
1765
Evermay Wealth Management
Virginia
$365K +$365K +1,222 New
FPCP
1766
Fort Point Capital Partners
California
$364K
BRC
1767
Bell Rock Capital
Delaware
$364K +$113K +378 +45%
NB
1768
NBT Bank
New York
$362K -$5.08K -17 -1%
WPC
1769
Waters Parkerson & Co
Louisiana
$361K
FBT
1770
First Bank & Trust
South Dakota
$360K -$20.3K -68 -5%
FFW
1771
Fusion Family Wealth
New York
$360K
EPA
1772
Element Pointe Advisors
Florida
$359K
11A
1773
10-15 Associates
New York
$358K
SCM
1774
Schnieders Capital Management
California
$358K
AMCA
1775
Arthur M. Cohen & Associates
Illinois
$357K +$85.1K +285 +31%