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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 %
SVWAG
1876
Sound View Wealth Advisors Group
Georgia
$260K -$43.9K -147 -14%
FPC
1877
Falcon Point Capital
California
$260K
PL
1878
Parthenon LLC
Kentucky
$259K
HB
1879
Horizon Bancorp
Indiana
$259K +$259K +868 New
BMCM
1880
Bryn Mawr Capital Management
Pennsylvania
$256K
WCWM
1881
Willow Creek Wealth Management
California
$255K -$28.7K -96 -10%
MIM
1882
Marco Investment Management
Georgia
$255K +$255K +855 New
BG
1883
Berry Group
Massachusetts
$255K +$255K +855 New
PWA
1884
Peterson Wealth Advisors
Utah
$254K +$298 +1 +0.1%
FLPIM
1885
F.L. Putnam Investment Management
Massachusetts
$254K +$33.8K +113 +15%
MFW
1886
Meristem Family Wealth
Minnesota
$251K -$5.66K -19 -2%
SYBT
1887
Stock Yards Bank & Trust
Kentucky
$251K
WAM
1888
Weiss Asset Management
Massachusetts
$250K -$45.7K -153 -15%
PFGIA
1889
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$229K +767 +1,080%
ETC
1890
Exchange Traded Concepts
Oklahoma
$250K +$250K +837 New
PFM
1891
Parsec Financial Management
North Carolina
$249K
BCA
1892
Bay Colony Advisors
Massachusetts
$248K +$325 +1 +0.1%
APW
1893
Austin Private Wealth
Texas
$248K +$248K +831 New
CSIC
1894
Clifford Swan Investment Counsel
California
$246K -$60.9K -204 -20%
MPIA
1895
Mountain Pacific Investment Advisers
Idaho
$245K
CWM
1896
CCG Wealth Management
California
$245K +$7.46K +25 +3%
PWM
1897
Perigon Wealth Management
California
$245K +$245K +813 New
NAS
1898
Nicolet Advisory Services
Wisconsin
$245K +$245K +820 New
FMB
1899
Field & Main Bank
Kentucky
$244K +$38.8K +130 +19%
ACA
1900
Affinity Capital Advisors
California
$244K +$244K +817 New