MWAM
HPY

Mariner Wealth Advisors (Madison)’s HEARTLAND PAYMENT SYSTEMS, INC. COM STK HPY Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio HPY Stock Details HPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$7.55M Buy
189,973
+17,000
+10% +$654K 3.04% 15
2013
Q2 		$6.44M Buy
+172,973
New +$5.62M 2.86% 14

Other funds holding HPY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s HPY Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its HEARTLAND PAYMENT SYSTEMS, INC. COM STK (HPY) stake by 9.8% in Q3 2013, buying an estimated $654K and bringing the position to 189,973 shares worth $7.55M. The position accounts for 3.04% of the portfolio, ranked #15.

Mariner Wealth Advisors (Madison) first reported a position in HPY in Q2 2013 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold HPY as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 189,973 shares of HEARTLAND PAYMENT SYSTEMS, INC. COM STK worth $7.55M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 17,000 HEARTLAND PAYMENT SYSTEMS, INC. COM STK shares in Q3 2013, an estimated $654K.
  • HEARTLAND PAYMENT SYSTEMS, INC. COM STK made up 3.04% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #15 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in HEARTLAND PAYMENT SYSTEMS, INC. COM STK in Q2 2013 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held HEARTLAND PAYMENT SYSTEMS, INC. COM STK as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.