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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 %
MW
1851
Marcum Wealth
Ohio
$278K +$278K +932 New
CAGAS
1852
Capital Advisory Group Advisory Services
Minnesota
$275K +$229K +771 +497%
SRC
1853
Sage Rhino Capital
California
$274K -$26.2K -84 -9%
SL
1854
Signition LP
New York
$273K +$273K +915 New
HI
1855
Hudock Inc
Pennsylvania
$271K -$60.3K -199 -18%
FFC
1856
First Financial Corp
Indiana
$271K
RWMH
1857
Riverpoint Wealth Management Holdings
Illinois
$270K +$299 +1 +0.1%
WB
1858
West Bancorporation
Iowa
$270K +$270K +903 New
SSW
1859
Smith Shellnut Wilson
Mississippi
$270K +$270K +905 New
LD
1860
Lipe & Dalton
New York
$269K
PAM
1861
Paradigm Asset Management
New York
$269K +$44.8K +150 +20%
KM
1862
Kalos Management
Georgia
$268K -$48.3K -161 -15%
RCM
1863
RNC Capital Management
California
$268K +$35.5K +119 +15%
ER
1864
Enlightenment Research
Florida
$268K +$268K +899 New
CCM
1865
Crabel Capital Management
California
$267K -$158K -530 -37%
FIM
1866
Frontier Investment Management
Texas
$265K -$84.4K -283 -24%
BPB
1867
Badgley, Phelps & Bell
Washington
$265K -$2.09K -7 -0.8%
CCFM
1868
Clear Creek Financial Management
Washington
$265K +$19.7K +64 +8%
CWC
1869
Carolinas Wealth Consulting
North Carolina
$265K +$265K +894 New
TC
1870
Truvestments Capital
Florida
$264K -$30.2K -101 -10%
BL
1871
Balentine LLC
Georgia
$264K +$205K +685 +344%
C1AG
1872
Client 1st Advisory Group
Florida
$264K +$264K +884 New
JIC
1873
Joel Isaacson & Co
New York
$263K -$14.9K -50 -5%
NGA
1874
Naples Global Advisors
Florida
$262K +$35.8K +120 +16%
Pacer Advisors
1875
Pacer Advisors
Pennsylvania
$260K -$28.3M -94,962 -99%