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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 %
AWE
1776
Avidian Wealth Enterprises
Texas
$356K +$119K +399 +50%
GJCM
1777
Grand Jean Capital Management
California
$355K
AWM
1778
Argent Wealth Management
Massachusetts
$354K +$354K +1,185 New
PFA
1779
Pinnacle Family Advisors
Missouri
$353K +$353K +1,182 New
CC
1780
Cipher Capital
New York
$352K -$3.67M -12,275 -91%
CP
1781
Coho Partners
Pennsylvania
$351K -$22.7K -76 -6%
DMC
1782
Drexel Morgan & Co
Pennsylvania
$349K -$102K -340 -23%
SPIO
1783
Seven Post Investment Office
California
$348K
AWM
1784
Absher Wealth Management
North Carolina
$347K +$347K +1,085 New
BOS
1785
Bingham Osborn & Scarborough
California
$342K +$75.6K +253 +28%
TCM
1786
Teza Capital Management
Illinois
$341K +$341K +1,141 New
ACM
1787
AlphaStar Capital Management
North Carolina
$340K +$27.8K +93 +9%
GAG
1788
GM Advisory Group
New York
$338K -$437K -1,462 -56%
HL
1789
HeadInvest LLC
Maine
$338K +$14.9K +50 +5%
CL
1790
Choreo LLC
Illinois
$338K +$31.1K +104 +10%
BOPW
1791
Brandywine Oak Private Wealth
Pennsylvania
$335K -$18.5K -62 -5%
AWM
1792
Aprio Wealth Management
Georgia
$334K +$334K +1,119 New
SICM
1793
Sustainable Insight Capital Management
New York
$332K
WP
1794
WealthPLAN Partners
Nebraska
$332K +$11K +33 +3%
BFS
1795
Baskin Financial Services
Ontario, Canada
$331K
LIM
1796
Lagoda Investment Management
New York
$330K
KFGK
1797
Keystone Financial Group (Kentucky)
Kentucky
$330K
QT
1798
Quantamental Technologies
New York
$329K -$179K -598 -35%
CHA
1799
Carmichael Hill & Associates
Maryland
$329K +$84.8K +284 +35%
PRC
1800
Pearl River Capital
Michigan
$329K +$210K +702 +176%