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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 %
CFA
1901
Carroll Financial Associates
North Carolina
$243K -$140K -470 -37%
ODG
1902
O'Dell Group
Ohio
$243K
MWM
1903
Modera Wealth Management
New Jersey
$243K +$2.39K +8 +1%
GHA
1904
GW Henssler & Associates
Georgia
$240K -$114K -384 -32%
FBB
1905
Fulton Breakefield Broenniman
Maryland
$239K -$201K -675 -46%
OWM
1906
Orgel Wealth Management
Wisconsin
$239K
BCM
1907
Bridgeway Capital Management
Texas
$239K
WBG
1908
Wharton Business Group
Pennsylvania
$239K +$239K +800 New
PL
1909
Perpetual Ltd
Australia
$238K
CFW
1910
CA Family Wealth
California
$236K +$236K +791 New
HCM
1911
Hollencrest Capital Management
California
$233K -$299K -1,000 -56%
JWBC
1912
J.W. Burns & Co
New York
$233K
VCM
1913
Versant Capital Management
Arizona
$232K -$17.6K -59 -7%
WI
1914
Wintrust Investments
Illinois
$231K -$5.67K -19 -2%
PHS
1915
Pekin Hardy Strauss
Illinois
$231K +$7.45K +25 +3%
LIA
1916
LBMC Investment Advisors
Tennessee
$231K +$231K +774 New
RCA
1917
Ranch Capital Advisors
Florida
$230K
OA
1918
Oxbow Advisors
Texas
$230K +$230K +770 New
RGC
1919
Roberts, Glore & Co
Illinois
$230K +$230K +771 New
BCP
1920
Blackhawk Capital Partners
Wisconsin
$229K
TIA
1921
Tiemann Investment Advisors
California
$229K +$229K +767 New
CAM
1922
Claret Asset Management
Quebec, Canada
$228K -$34.3K -115 -13%
LC
1923
Lavaca Capital
Texas
$228K +$228K +764 New
FCA
1924
FinTrust Capital Advisors
South Carolina
$227K +$21.2K +71 +10%
ACA
1925
Aptus Capital Advisors
Alabama
$227K +$227K +798 New