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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 %
ATC
1976
Adirondack Trust Company
New York
$196K +$15.8K +50 +9%
EWM
1977
EPG Wealth Management
Georgia
$191K +$191K +640 New
HCA
1978
Horan Capital Advisors
Ohio
$188K
PO
1979
Private Ocean
California
$187K +$46.4K +155 +33%
SBL
1980
Sargent Bickham Lagudis
Colorado
$183K +$4.17K +14 +2%
BEI
1981
Benjamin Edwards Inc
Missouri
$176K -$26.6K -89 -13%
AIS
1982
Accurate Investment Solutions
Pennsylvania
$173K +$173K +581 New
MF
1983
Manchester Financial
California
$167K +$167K +560 New
WA
1984
Winfield Associates
Ohio
$161K
VCM
1985
Vigilant Capital Management
Maine
$159K +$132K +443 +492%
SLF
1986
Sun Life Financial
Ontario, Canada
$158K -$62.2K -208 -28%
CB
1987
Community Bank
New York
$158K
NSB
1988
Norway Savings Bank
Maine
$151K
WPA
1989
West Paces Advisors
Georgia
$151K
CAM
1990
Cacti Asset Management
Georgia
$150K
BAM
1991
Barrett Asset Management
New York
$149K +$149K +500 New
AFS
1992
Aft Forsyth & Sober
Florida
$149K +$149K +500 New
APC
1993
Aspire Private Capital
North Carolina
$143K +$298 +1 +0.2%
BEAM
1994
Baker Ellis Asset Management
Washington
$139K
MWP
1995
Meridian Wealth Partners
Pennsylvania
$136K +$136K +452 New
FCMT
1996
Founders Capital Management (Texas)
Texas
$134K
BAM
1997
Bellevue Asset Management
Washington
$134K +$134K +450 New
EARNEST Partners
1998
EARNEST Partners
Georgia
$131K
SIMG
1999
Stephens Investment Management Group
Texas
$128K
CA
2000
Crewe Advisors
Utah
$127K -$167K -558 -57%