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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 %
WCM
1801
Wallace Capital Management
Texas
$328K -$13.4K -45 -4%
CA
1802
Claro Advisors
Massachusetts
$328K +$35.2K +118 +12%
VCM
1803
Vivaldi Capital Management
Illinois
$327K -$102K -341 -24%
FHA
1804
First Horizon Advisors
Tennessee
$325K -$12.8K -43 -4%
VHAM
1805
Van Hulzen Asset Management
California
$322K -$96.3K -323 -23%
FIM
1806
Fernwood Investment Management
Massachusetts
$322K -$14.9K -50 -4%
TSWM
1807
Triangle Securities Wealth Management
North Carolina
$321K -$19.4K -65 -6%
PFBT
1808
Parkside Financial Bank & Trust
Missouri
$321K +$18.2K +61 +6%
POIA
1809
Pin Oak Investment Advisors
Texas
$318K -$32.8K -110 -9%
OCM
1810
One Capital Management
California
$318K
FFS
1811
Founders Financial Securities
Maryland
$317K -$12.8K -43 -4%
QPWM
1812
Quadrant Private Wealth Management
Pennsylvania
$317K -$10.8K -36 -3%
EWM
1813
Empirical Wealth Management
Washington
$316K -$54.3K -182 -15%
OLA
1814
Oliver Luxxe Assets
New Jersey
$315K
HA
1815
Hamel Associates
New Jersey
$314K -$4.49K -15 -1%
Verition Fund Management
1816
Verition Fund Management
Connecticut
$312K -$2.26M -7,578 -88%
RPWA
1817
Regent Peak Wealth Advisors
Georgia
$312K +$312K +1,048 New
ACM
1818
Anfield Capital Management
California
$309K +$309K +941 New
CCM
1819
Cribstone Capital Management
Maine
$309K +$294K +985 +1,970%
PP
1820
PagnatoKarp Partners
Virginia
$308K +$1.79K +6 +0.6%
SWP
1821
Strategic Wealth Partners
Ohio
$307K -$18.5K -62 -6%
ACWM
1822
Adams Chetwood Wealth Management
North Carolina
$306K +$306K +1,026 New
LF
1823
Lantz Financial
Illinois
$305K -$8.67K -29 -3%
CA
1824
Cornerstone Advisory
Maryland
$303K -$1.19K -4 -0.4%
F
1825
F3Logic
Minnesota
$301K