MA icon

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 %
ABTD
1926
Arvest Bank Trust Division
Oklahoma
$226K +$226K +757 New
RCM
1927
Radnor Capital Management
Pennsylvania
$225K -$56.6K -190 -20%
WCM
1928
Wedge Capital Management
North Carolina
$225K +$596 +2 +0.3%
OEP
1929
Ocean Endowment Partners
Illinois
$225K +$225K +754 New
NPF
1930
Norris Perne & French
Michigan
$225K +$225K +754 New
ST
1931
Sabal Trust
Florida
$225K +$225K +755 New
JHCP
1932
Jackson Hole Capital Partners
Oklahoma
$224K
BWM
1933
Baystate Wealth Management
Massachusetts
$223K +$37.3K +125 +20%
IF
1934
IRON Financial
Illinois
$222K +$222K +743 New
LWA
1935
Lenox Wealth Advisors
New York
$221K +$9.26K +31 +4%
HIM
1936
Hillsdale Investment Management
Ontario, Canada
$221K +$20.9K +70 +10%
AIP
1937
Ahrens Investment Partners
Louisiana
$221K +$221K +740 New
VWA
1938
Visionary Wealth Advisors
Illinois
$219K +$219K +733 New
CANC
1939
Culbertson A N & Co
Virginia
$218K +$218K +730 New
EIA
1940
Edgemoor Investment Advisors
Maryland
$218K +$218K +730 New
KPCM
1941
Kings Point Capital Management
New York
$217K +$59.6K +200 +38%
TIP
1942
Torray Investment Partners
Maryland
$216K -$19.4K -65 -8%
MVA
1943
Mount Vernon Associates
Maryland
$216K -$14.9K -50 -6%
SFG
1944
Summit Financial Group
West Virginia
$216K +$216K +723 New
CSM
1945
CAMG Solamere Management
North Carolina
$214K -$14K -47 -6%
CSPIA
1946
Cary Street Partners Investment Advisory
Virginia
$214K +$214K +715 New
STA
1947
Summit Trail Advisors
New York
$212K +$212K +710 New
TT
1948
TI-Trust
Illinois
$212K +$212K +710 New
BWP
1949
BSW Wealth Partners
Colorado
$212K +$212K +711 New
KWM
1950
Keebeck Wealth Management
Illinois
$212K +$212K +712 New