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Mastercard

1,151 hedge funds and large institutions have $77.3B invested in Mastercard in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 487 increasing their positions, 399 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+25
Holders Change %
+2.22%
% of All Funds
32.17%
Holding in Top 10
134
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.75%
New
83
Increased
487
Reduced
399
Closed
51
Calls
$691M
Puts
$980M
Net Calls
-$289M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1001
Berkshire Asset Management
Pennsylvania
$290K
BP
1002
Ballentine Partners
Massachusetts
$290K +$71.9K +799 +33%
BTW
1003
Boston Trust Walden
Massachusetts
$288K -$88.7K -985 -24%
CWA
1004
Constellation Wealth Advisors
New York
$287K
VFA
1005
Voya Financial Advisors
Connecticut
$282K -$119K -1,337 -30%
KWMG
1006
King Wealth Management Group
Florida
$281K -$9.01K -100 -3%
BC
1007
Burney Company
Virginia
$279K +$69.4K +770 +33%
PMFA
1008
Plante Moran Financial Advisors
Michigan
$278K -$126K -1,402 -31%
PSI
1009
Pinnacle Summer Investments
Virginia
$274K +$151K +1,661 +122%
BA
1010
BKS Advisors
Michigan
$273K
WA
1011
Wheatland Advisors
Pennsylvania
$273K
EVM
1012
Evelyn V. Moreno
$270K
VFS
1013
VSR Financial Services
Kansas
$267K -$54.6K -607 -17%
MC
1014
Middleton & Co
Massachusetts
$267K +$46.3K +513 +21%
PHIMC
1015
Private Harbour Investment Management & Counsel
Ohio
$266K
LBC
1016
Lowe Brockenbrough & Co
Virginia
$264K
ICOA
1017
Investment Centers of America
North Dakota
$264K +$264K +2,895 New
ST
1018
Spinnaker Trust
Maine
$261K
AWA
1019
AmeriServ Wealth Advisors
Pennsylvania
$261K +$1.8K +20 +0.7%
DIA
1020
Dana Investment Advisors
Wisconsin
$253K -$27.1K -300 -10%
Boston Partners
1021
Boston Partners
Massachusetts
$253K
PSC
1022
Prentiss Smith & Co
Vermont
$251K
AAM
1023
American Asset Management
Florida
$248K +$248K +2,750 New
SYBT
1024
Stock Yards Bank & Trust
Kentucky
$247K -$8.1K -90 -3%
OAM
1025
Oberweis Asset Management
Illinois
$246K