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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 %
IA
1951
IFG Advisory
Georgia
$211K +$211K +707 New
CG
1952
Corundum Group
Colorado
$210K +$210K +702 New
SAM
1953
Summit Asset Management
Tennessee
$210K +$210K +703 New
PW
1954
Peninsula Wealth
California
$210K +$210K +703 New
ACM
1955
Adalta Capital Management
New York
$209K -$89.6K -300 -30%
GCP
1956
GSA Capital Partners
United Kingdom
$209K +$209K +700 New
XWM
1957
Xcel Wealth Management
Florida
$209K +$209K +700 New
CT
1958
Columbia Trust
Oregon
$209K +$209K +703 New
CWAG
1959
Compton Wealth Advisory Group
Virginia
$208K +$208K +695 New
LFA
1960
Lighthouse Financial Advisors
Maryland
$208K +$208K +696 New
B
1961
Bellecapital
Switzerland
$206K +$206K +690 New
CI
1962
Clal Insurance
Israel
$204K -$715K -213,638 -78%
PV
1963
Private Vista
Illinois
$204K +$204K +682 New
BCM
1964
BTR Capital Management
California
$204K +$204K +683 New
KFI
1965
Key Financial Inc
Pennsylvania
$204K +$204K +684 New
PT
1966
Plimoth Trust
Massachusetts
$203K +$203K +680 New
RAM
1967
Redmond Asset Management
Virginia
$203K +$203K +680 New
KA
1968
KLCM Advisors
Wisconsin
$202K -$31.1K -104 -13%
PCM
1969
Penn Capital Management
Pennsylvania
$202K +$202K +677 New
FM
1970
Family Management
New York
$202K +$202K +678 New
MCM
1971
MV Capital Management
Maryland
$201K +$2.98K +10 +2%
GWM
1972
Greenwich Wealth Management
Connecticut
$201K +$201K +672 New
SFG
1973
SNS Financial Group
Minnesota
$200K +$200K +670 New
FA
1974
Fortis Advisors
Pennsylvania
$199K
SQA
1975
Simon Quick Advisors
New Jersey
$198K +$76.2K +255 +63%