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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 %
CWM
1826
Campbell Wealth Management
Virginia
$301K
ECA
1827
Elevated Capital Advisors
Utah
$300K +$300K +1,004 New
GC
1828
Grace Capital
Massachusetts
$299K
CA
1829
CapWealth Advisors
Tennessee
$299K
CCM
1830
Crossvault Capital Management
Texas
$299K
CPC
1831
Congress Park Capital
New York
$299K
CPO
1832
Cerity Partners OCIO
New York
$299K +$7.52K +23 +3%
PA
1833
PSI Advisors
Florida
$298K +$298K +1,000 New
AWCI
1834
Alpine Woods Capital Investors
New York
$294K
MSFP
1835
Mark Sheptoff Financial Planning
Connecticut
$294K
ESBC
1836
E.S. Barr & Co
Kentucky
$291K
RP
1837
Rice Partnership
Hawaii
$291K
FMW
1838
Farr Miller & Washington
District of Columbia
$291K +$47.5K +159 +20%
AWM
1839
Apollon Wealth Management
South Carolina
$290K +$25.2K +80 +10%
CCB
1840
Cutter & Co Brokerage
Missouri
$289K -$981K -3,282 -77%
PWAP
1841
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$287K -$476K -1,487 -62%
CCM
1842
Cadence Capital Management
Massachusetts
$287K -$4.48K -15 -2%
CC
1843
Caxton Corporation
New Jersey
$286K +$895 +3 +0.3%
BBA
1844
Braun-Bostich & Associates
Pennsylvania
$285K -$118K -388 -29%
SFS
1845
Strategic Financial Services
New York
$284K -$14.9K -50 -5%
GWCM
1846
Godshalk Welsh Capital Management
Pennsylvania
$284K
SCM
1847
Seascape Capital Management
New Hampshire
$283K +$283K +947 New
SIM
1848
Sonora Investment Management
Arizona
$281K -$49K -164 -15%
TI
1849
tru Independence
Oregon
$281K +$281K +1,166 New
CRWM
1850
Castle Rock Wealth Management
California
$279K +$8.6K +26 +3%