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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 %
FNBOSM
1801
First National Bank of South Miami
Florida
$105K
CBT
1802
Central Bank & Trust
Kentucky
$104K +$22.2K +84 +27%
PFO
1803
Pathstone Family Office
New Jersey
$103K +$34.2K +130 +50%
TPWA
1804
TRUE Private Wealth Advisors
Oregon
$98K +$98K +373 New
PO
1805
Private Ocean
California
$93K
LA
1806
Legacy Advisors
Pennsylvania
$93K +$36.9K +139 +66%
WAS
1807
Winch Advisory Services
Wisconsin
$91K +$3.69K +14 +4%
AWM
1808
Apollon Wealth Management
South Carolina
$89K +$89K +337 New
LWM
1809
Liberty Wealth Management
California
$88K -$3.16K -12 -3%
BCM
1810
Blume Capital Management
California
$86K
IWA
1811
Intercontinental Wealth Advisors
Texas
$86K +$86K +325 New
CIM
1812
Contravisory Investment Management
Massachusetts
$85K +$11.4K +43 +15%
1IA
1813
1834 Investment Advisors
Wisconsin
$83K +$4.2K +16 +5%
SQA
1814
Simon Quick Advisors
New Jersey
$82.1K +$7.68K +29 +10%
AP
1815
Advisors Preferred
Maryland
$82K -$4.56K -17 -5%
AC
1816
Avestar Capital
New York
$82K +$17.4K +70 +27%
WAP
1817
Wealthcare Advisory Partners
Pennsylvania
$81K
HCM
1818
Highlander Capital Management
New Jersey
$79K
CCMW
1819
Cypress Capital Management (Wyoming)
Wyoming
$79K
AWM
1820
AllSquare Wealth Management
New York
$78K -$26.5K -100 -25%
CAL
1821
Capital Advisors Ltd
Ohio
$77K -$114K -430 -60%
IBOK
1822
Independence Bank of Kentucky
Kentucky
$75K -$5.26K -20 -7%
CCM
1823
Cribstone Capital Management
Maine
$73K
HI
1824
Hudock Inc
Pennsylvania
$70K +$12.3K +47 +21%
TF
1825
TimeScale Financial
Massachusetts
$69K +$69K +260 New