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Mastercard

991 hedge funds and large institutions have $65.4B invested in Mastercard in 2014 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 339 increasing their positions, 426 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+30
Holders Change %
+3.12%
% of All Funds
28.64%
Holding in Top 10
84
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-33.86%
% of All Funds
2.43%
New
108
Increased
339
Reduced
426
Closed
66
Calls
$969M
Puts
$1.54B
Net Calls
-$576M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
926
First Horizon Advisors
Tennessee
$87K -$289K -3,919 -77%
1IC
927
1919 Investment Counsel
Maryland
$87K
CRM
928
Cramer Rosenthal McGlynn
Connecticut
$86K
GGPS
929
Gary Goldberg Planning Services
New York
$82K +$7.46K +100 +10%
CRCP
930
Copper Rock Capital Partners
Massachusetts
$81K -$69.1K -921 -46%
CFG
931
CKW Financial Group
Hawaii
$79K
W
932
Wealthfront
California
$79K +$79K +1,054 New
DBT
933
Dubuque Bank & Trust
Iowa
$78K
ST
934
Stifel Trust
Missouri
$78K
NIM
935
NuWave Investment Management
New Jersey
$77K +$77K +1,033 New
Manulife (Manufacturers Life Insurance)
936
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.8K +$531 +7,113 +0.7%
MWP
937
MYCIO Wealth Partners
Pennsylvania
$75K
BOK
938
Bank of Kentucky
Kentucky
$75K
BRWM
939
B. Riley Wealth Management
Tennessee
$75K +$75K +1,000 New
WA
940
Waverly Advisors
Alabama
$72K -$9.07K -122 -11%
FBT
941
Founders Bank & Trust
Michigan
$70K -$147K -1,966 -68%
ClearBridge Investments
942
ClearBridge Investments
New York
$60K +$60K +800 New
PP
943
Palladium Partners
Virginia
$59K +$59K +780 New
WA
944
WealthTrust-Arizona
Arizona
$57K +$3.54K +47 +7%
GAM
945
Gemmer Asset Management
California
$57K +$57K +760 New
RA
946
Royce & Associates
New York
$53K -$149K -2,000 -74%
LFR
947
Lehman Financial Resources
Pennsylvania
$52K +$52K +700 New
EWM
948
Edge Wealth Management
New York
$49K
CFA
949
CT Financial Advisors
Pennsylvania
$47.1K +$47.1K +545 New
AF
950
Arrow Financial
New York
$42K +$12K +160 +40%