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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 %
GWMIA
1851
Global Wealth Management Investment Advisory
Florida
$34K -$14.6K -56 -30%
LB
1852
Legacy Bridge
Iowa
$34K
CAGAS
1853
Capital Advisory Group Advisory Services
Minnesota
$34K +$10.6K +41 +46%
EIP
1854
Ellis Investment Partners
Pennsylvania
$34K +$34K +130 New
PGAM
1855
Princeton Global Asset Management
New Jersey
$33K +$33K +125 New
AIM
1856
Arcadia Investment Management
Michigan
$32K
DPA
1857
Delphi Private Advisors
California
$31K +$31K +117 New
EWA
1858
Evolution Wealth Advisors
Florida
$31K +$31K +118 New
EI
1859
Ellevest Inc
New York
$29K +$10K +38 +53%
WCM
1860
Wealthcare Capital Management
Virginia
$27K
BAMG
1861
Brand Asset Management Group
Missouri
$27K
FMP
1862
Financial Management Professionals
Texas
$26K
OAJ
1863
Ogorek Anthony Joseph
New York
$26K
JPLA
1864
Joseph P. Lucia & Associates
New York
$26K +$26K +100 New
TIM
1865
Tortoise Investment Management
New York
$25K
BL
1866
Balentine LLC
Georgia
$25K +$25K +94 New
VCM
1867
Vigilant Capital Management
Maine
$24K
EWM
1868
Endurance Wealth Management
Rhode Island
$24K
LFG
1869
Larson Financial Group
Missouri
$23K +$6.01K +23 +35%
FCFS
1870
First Command Financial Services
Texas
$22K
FCB
1871
First Command Bank
Texas
$22K
CYG
1872
Clean Yield Group
Vermont
$21K
OSAM
1873
O'Shaughnessy Asset Management
Connecticut
$21K +$538 +2 +3%
CFA
1874
Camarda Financial Advisors
Florida
$21K +$4.79K +18 +30%
SIS
1875
Sound Income Strategies
Florida
$21K +$7.54K +28 +56%