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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 %
AIM
1901
Arcadia Investment Management
Michigan
$33K
FMP
1902
Financial Management Professionals
Texas
$33K +$5.5K +20 +20%
HR
1903
Howe & Rusling
New York
$29K +$29K +108 New
BAMG
1904
Brand Asset Management Group
Missouri
$28K
LGWM
1905
Litman Gregory Wealth Management
California
$27K -$21.8K -80 -45%
OAJ
1906
Ogorek Anthony Joseph
New York
$27K
WCM
1907
Wealthcare Capital Management
Virginia
$27K
JPLA
1908
Joseph P. Lucia & Associates
New York
$27K
TIM
1909
Tortoise Investment Management
New York
$26K
FRA
1910
Front Row Advisors
California
$26K +$7.66K +28 +42%
EWM
1911
Endurance Wealth Management
Rhode Island
$24K
VCM
1912
Vigilant Capital Management
Maine
$24K
IRC
1913
Investors Research Corp
Georgia
$24K +$16K +58 +200%
GWMIA
1914
Global Wealth Management Investment Advisory
Florida
$23K -$12.2K -45 -35%
CYG
1915
Clean Yield Group
Vermont
$22K
FCFS
1916
First Command Financial Services
Texas
$22K
FCB
1917
First Command Bank
Texas
$22K
SIS
1918
Sound Income Strategies
Florida
$21K
LFG
1919
LifePlan Financial Group
Ohio
$21K
MA
1920
MCF Advisors
Kentucky
$20K
WWM
1921
Willingdon Wealth Management
North Carolina
$20K +$13.2K +49 +196%
BWA
1922
Burt Wealth Advisors
Maryland
$20K +$20K +75 New
PFGIA
1923
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$535 -2 -3%
MAM
1924
Marquette Asset Management
Minnesota
$19K
CTB
1925
Country Trust Bank
Illinois
$19K