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Mastercard

1,871 hedge funds and large institutions have $181B invested in Mastercard in 2019 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 681 increasing their positions, 771 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+89
Holders Change %
+4.99%
% of All Funds
40.56%
Holding in Top 10
281
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+21.65%
% of All Funds
6.09%
New
175
Increased
681
Reduced
771
Closed
68
Calls
$1.49B
Puts
$1.36B
Net Calls
+$128M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
1826
LifePlan Financial Group
Ohio
$18K
JWM
1827
Janiczek Wealth Management
Colorado
$18K
MA
1828
MCF Advisors
Kentucky
$18K
CFN
1829
Cordasco Financial Network
Florida
$18K +$11.1K +48 +160%
NC
1830
NewSquare Capital
Pennsylvania
$17K
LC
1831
Lavaca Capital
Texas
$17K
EI
1832
Ellevest Inc
New York
$17K
CTB
1833
Country Trust Bank
Illinois
$16K -$22.4K -98 -58%
MAM
1834
Marquette Asset Management
Minnesota
$16K +$16K +69 New
LFG
1835
Larson Financial Group
Missouri
$15K
SL
1836
Salomon & Ludwin
Virginia
$14K
IF
1837
Ironwood Financial
Arizona
$14K
PFGIA
1838
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$467 +2 +3%
CFA
1839
Camarda Financial Advisors
Florida
$14K +$2.3K +10 +20%
NWA
1840
New World Advisors
Massachusetts
$14K +$14K +60 New
SIS
1841
Sound Income Strategies
Florida
$12K
MWC
1842
MKD Wealth Coaches
Michigan
$12K +$12K +50 New
UOTTAIMCU
1843
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11K -$8.56K -35 -44%
LWA
1844
Lowe Wealth Advisors
Maryland
$11K
APW
1845
Acima Private Wealth
Virginia
$10K
FRA
1846
Front Row Advisors
California
$10K
LPWM
1847
Lake Point Wealth Management
Texas
$9K -$288K -1,057 -97%
DAM
1848
Delta Asset Management
Tennessee
$9K -$45K -200 -83%
WWM
1849
Willingdon Wealth Management
North Carolina
$9K -$6.92K -30 -43%
SAM
1850
Shamrock Asset Management
Texas
$8K