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Mastercard

987 hedge funds and large institutions have $63.8B invested in Mastercard in 2014 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 349 increasing their positions, 409 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
28.39%
Holding in Top 10
82
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.38%
% of All Funds
2.36%
New
79
Increased
349
Reduced
409
Closed
75
Calls
$850M
Puts
$1.26B
Net Calls
-$412M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
876
Berkshire Asset Management
Pennsylvania
$242K +$242K +3,300 New
BIM
877
Baldwin Investment Management
Pennsylvania
$239K -$118K -1,600 -33%
FNBT
878
FineMark National Bank & Trust
Florida
$239K -$61.3K -834 -20%
FBNAT
879
FirstMerit Bank N.A. Trustee
Ohio
$238K +$238K +3,243 New
CFA
880
Capstone Financial Advisors
Illinois
$234K +$34.8K +475 +17%
CWA
881
Constellation Wealth Advisors
New York
$234K +$234K +3,180 New
EA
882
Emerald Advisers
Pennsylvania
$233K +$4.19K +57 +2%
JMFC
883
J.M. Forbes & Co
Massachusetts
$231K
GC
884
Grimes & Company
Massachusetts
$229K +$25.5K +346 +13%
SNT
885
Security National Trust
West Virginia
$228K
CAG
886
Crestwood Advisors Group
Massachusetts
$222K -$80.1K -1,090 -27%
AT
887
Arden Trust
Delaware
$222K -$14.7K -200 -6%
AAM
888
Aureus Asset Management
Massachusetts
$220K -$14.7K -200 -6%
BTW
889
Boston Trust Walden
Massachusetts
$220K
PHIMC
890
Private Harbour Investment Management & Counsel
Ohio
$217K
FHA
891
First Horizon Advisors
Tennessee
$217K +$128K +1,697 +144%
FNBSF
892
First National Bank Sioux Falls
South Dakota
$216K
OAM
893
Oberweis Asset Management
Illinois
$216K +$10.3K +140 +5%
ST
894
Spinnaker Trust
Maine
$213K
ZIM
895
Zacks Investment Management
Illinois
$211K -$53.1K -722 -20%
BFG
896
Bouchey Financial Group
New York
$210K
WG
897
Welch Group
Alabama
$208K +$5.95K +81 +3%
IC
898
InterOcean Capital
Illinois
$208K +$208K +2,830 New
FT
899
Fiduciary Trust
Massachusetts
$206K -$45.6K -620 -18%
SHA
900
Smith Hayes Advisers
Nebraska
$204K +$204K +2,774 New