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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 %
BAMG
2076
Brand Asset Management Group
Missouri
$30K
JPLA
2077
Joseph P. Lucia & Associates
New York
$30K
FRA
2078
Front Row Advisors
California
$30K +$1.21K +4 +4%
OAJ
2079
Ogorek Anthony Joseph
New York
$29K
EWM
2080
Endurance Wealth Management
Rhode Island
$27K
CFFP
2081
Center for Financial Planning
Michigan
$27K +$27K +89 New
IRC
2082
Investors Research Corp
Georgia
$26K
CYG
2083
Clean Yield Group
Vermont
$24K
LFG
2084
LifePlan Financial Group
Ohio
$23K
SIS
2085
Sound Income Strategies
Florida
$23K
HFS
2086
HBC Financial Services
Washington
$23K +$23K +75 New
MA
2087
MCF Advisors
Kentucky
$22K
BWA
2088
Burt Wealth Advisors
Maryland
$22K
RWG
2089
Regal Wealth Group
California
$22K +$20.8K +70 +1,750%
EWP
2090
Engrave Wealth Partners
Texas
$22K +$22K +77 New
CTB
2091
Country Trust Bank
Illinois
$21K
MAM
2092
Marquette Asset Management
Minnesota
$21K
TIM
2093
Tortoise Investment Management
New York
$20K -$8.06K -27 -29%
IF
2094
Ironwood Financial
Arizona
$18K
SL
2095
Salomon & Ludwin
Virginia
$18K
TAIM
2096
TD Ameritrade Investment Management
Nebraska
$18K +$11.3K +37 +168%
BWM
2097
BerganKDV Wealth Management
Minnesota
$18K +$18K +60 New
BC
2098
Barnett & Company
Tennessee
$17K
SL
2099
Savior LLC
Massachusetts
$16K +$16K +55 New
LWA
2100
Lowe Wealth Advisors
Maryland
$15K