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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 %
CFN
2101
Cordasco Financial Network
Florida
$14K
DAM
2102
Delta Asset Management
Tennessee
$12K -$8.4K -28 -41%
TFGT
2103
TS Financial Group (TSFG)
Illinois
$12K -$2.4K -8 -17%
LFG
2104
Larson Financial Group
Missouri
$12K +$3.39K +11 +39%
PW
2105
Price Wealth
Texas
$12K +$9K +30 +300%
FPFS
2106
First Personal Financial Services
North Carolina
$11K -$229K -792 -95%
CMBA
2107
C.M. Bidwell & Associates
Hawaii
$10K
LPWM
2108
Lake Point Wealth Management
Texas
$10K +$10K +33 New
DI
2109
Disciplined Investments
Oklahoma
$9K +$9K +31 New
SC
2110
Sawyer & Company
Massachusetts
$8K
SCA
2111
Stuart Chaussee & Associates
California
$8K
VCS
2112
Vaughan & Co Securities
New Jersey
$7.76K +$7.76K +26 New
FP
2113
Financial Perspectives
Minnesota
$7.19K +$7.19K +24 New
WWM
2114
Willingdon Wealth Management
North Carolina
$7K -$13.7K -49 -66%
THWM
2115
Taylor Hoffman Wealth Management
Virginia
$7K
LWM
2116
Lionsbridge Wealth Management
Florida
$7K +$7K +26 New
SWM
2117
Selective Wealth Management
Virginia
$6K
LP
2118
LMR Partners
United Kingdom
$5.21K -$11.2K -37,433 -68%
LGWM
2119
Litman Gregory Wealth Management
California
$5K -$22.5K -81 -82%
PCFFS
2120
Pacific Center for Financial Services
California
$5K -$1.18K -4 -19%
TVWM
2121
Tower View Wealth Management
Wisconsin
$5K
PWP
2122
Personal Wealth Partners
Minnesota
$4K
VNA
2123
Valley National Advisers
Pennsylvania
$4K
AS
2124
Altshuler Shaham
Israel
$4K +$1.85K +6 +86%
RAM
2125
Riggs Asset Management
Pennsylvania
$4K +$4K +14 New