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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 %
CAL
2026
Capital Advisors Ltd
Ohio
$87K
IBOK
2027
Independence Bank of Kentucky
Kentucky
$85K
GWMIA
2028
Global Wealth Management Investment Advisory
Florida
$80K +$54.7K +184 +216%
KIG
2029
Kessler Investment Group
Indiana
$79K +$1.79K +6 +2%
NC
2030
NewSquare Capital
Pennsylvania
$79K +$77.2K +260 +4,333%
SWM
2031
Sugarloaf Wealth Management
Georgia
$79K +$79K +264 New
AWM
2032
AllSquare Wealth Management
New York
$76K -$6.61K -22 -8%
ST
2033
Sageworth Trust
Pennsylvania
$75K
AA
2034
Argent Advisors
Louisiana
$75K +$75K +245 New
CLOS
2035
Compagnie Lombard Odier SCmA
Switzerland
$72K +$32.4K +108 +82%
APW
2036
Acima Private Wealth
Virginia
$72K +$59.8K +200 +488%
CCA
2037
Column Capital Advisors
Indiana
$70K +$70K +236 New
NIM
2038
NuWave Investment Management
New Jersey
$65K -$334K -1,114 -84%
JWM
2039
Janiczek Wealth Management
Colorado
$64K
TF
2040
TimeScale Financial
Massachusetts
$62K -$14.8K -50 -19%
JFA
2041
JNBA Financial Advisors
Minnesota
$62K
BCI
2042
Brinker Capital Investments
Pennsylvania
$61K
CDIA
2043
Capital Directions Investment Advisors
Georgia
$60K
PCM
2044
Price Capital Management
Louisiana
$60K +$60K +200 New
CFG
2045
Capstone Financial Group
Oklahoma
$60K +$60K +200 New
LB
2046
Legacy Bridge
Iowa
$59K
SIAP
2047
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K
HWM
2048
HighMark Wealth Management
Minnesota
$59K +$59K +200 New
HDIM
2049
Hanson & Doremus Investment Management
Vermont
$56K
VEA
2050
Virtus ETF Advisers
New York
$55K +$35.7K +120 +185%