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Mastercard

1,963 hedge funds and large institutions have $205B invested in Mastercard in 2019 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 725 increasing their positions, 842 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,963
Holders Change
+45
Holders Change %
+2.35%
% of All Funds
43.11%
Holding in Top 10
299
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-4.78%
% of All Funds
6.57%
New
128
Increased
725
Reduced
842
Closed
71
Calls
$1.51B
Puts
$2.55B
Net Calls
-$1.04B
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBOSM
1851
First National Bank of South Miami
Florida
$107K -$1.12K -4 -1%
WAP
1852
Wealthcare Advisory Partners
Pennsylvania
$107K +$23.4K +86 +28%
ACA
1853
Atlas Capital Advisors
Wyoming
$105K +$105K +386 New
MLM
1854
Mount Lucas Management
Pennsylvania
$103K -$3.07M -11,290 -97%
O
1855
Ossiam
France
$103K -$296K -1,093 -74%
LWM
1856
Liberty Wealth Management
California
$102K +$10.9K +40 +12%
Cohen & Steers
1857
Cohen & Steers
New York
$101K -$16.6K -61 -14%
CIM
1858
Contravisory Investment Management
Massachusetts
$93K +$5.71K +21 +7%
SAM
1859
Shamrock Asset Management
Texas
$90K +$81.1K +300 +909%
BCM
1860
Blume Capital Management
California
$88K
KWA
1861
KCS Wealth Advisory
California
$87.4K +$87.4K +322 New
AAM
1862
Ardevora Asset Management
United Kingdom
$81K -$42.8M -158,700 -100%
HCM
1863
Highlander Capital Management
New Jersey
$81K
CCMW
1864
Cypress Capital Management (Wyoming)
Wyoming
$81K
KFS
1865
Kelly Financial Services
Massachusetts
$79.2K +$13.8K +51 +21%
NCM
1866
Nelson Capital Management
California
$79K -$35.3K -130 -31%
IWA
1867
Intercontinental Wealth Advisors
Texas
$79K -$9.53K -35 -11%
CAL
1868
Capital Advisors Ltd
Ohio
$79K
IBOK
1869
Independence Bank of Kentucky
Kentucky
$77K
JG
1870
Jefferies Group
New York
$76K -$2.05M -7,590 -96%
M
1871
MOTCO
Texas
$76K -$126K -463 -62%
AWM
1872
AllSquare Wealth Management
New York
$75K -$5.18K -19 -6%
GWAG
1873
Garrett Wealth Advisory Group
Texas
$74.7K +$74.7K +275 New
TF
1874
TimeScale Financial
Massachusetts
$71K
KIG
1875
Kessler Investment Group
Indiana
$70K +$5.41K +20 +8%