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Mastercard

1,406 hedge funds and large institutions have $114B invested in Mastercard in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 483 increasing their positions, 592 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+40
Holders Change %
+2.93%
% of All Funds
35.11%
Holding in Top 10
156
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+18.18%
% of All Funds
3.9%
New
104
Increased
483
Reduced
592
Closed
54
Calls
$599M
Puts
$932M
Net Calls
-$333M
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
1001
Essex Financial Services
Connecticut
$757K +$63.8K +452 +9%
NA
1002
NewEdge Advisors
Louisiana
$753K +$99.6K +689 +15%
PCM
1003
Pointe Capital Management
Michigan
$752K
WB
1004
Webster Bank
Connecticut
$742K -$21.2K -150 -3%
BTW
1005
Boston Trust Walden
Massachusetts
$738K
PAS
1006
Park Avenue Securities
New York
$736K +$70.8K +499 +11%
WPW
1007
Waldron Private Wealth
Pennsylvania
$736K +$362K +2,565 +97%
TIA
1008
Trust Investment Advisors
Indiana
$734K -$56.5K -400 -7%
HSA
1009
HBK Sorce Advisory
Pennsylvania
$732K -$46.9K -332 -6%
FAM
1010
Formidable Asset Management
Ohio
$730K
IB
1011
Intrust Bank
Kansas
$730K +$12.8K +91 +2%
MSS
1012
Mitchell Sinkler & Starr
Pennsylvania
$727K
CA
1013
Clearstead Advisors
Ohio
$726K +$71.4K +506 +11%
ZB
1014
Zions Bancorporation
Utah
$719K +$693K +4,910 +2,654%
ZIC
1015
ZWJ Investment Counsel
Georgia
$715K
WJA
1016
Williams Jones & Associates
New York
$712K
BAC
1017
Boys Arnold & Co
North Carolina
$707K
GA
1018
Geller Advisors
New York
$706K
EMB
1019
Elefante Mark B
$706K +$13.4K +95 +2%
ORI
1020
Oak Ridge Investments
Illinois
$701K -$1.33M -9,444 -66%
ACH
1021
ArrowMark Colorado Holdings
Colorado
$697K -$40.8K -289 -6%
ACC
1022
Accident Compensation Corp
New Zealand
$692K
CAAS
1023
Capital Asset Advisory Services
Michigan
$686K -$11.3K -80 -2%
B
1024
Brightworth
Georgia
$686K +$686K +4,859 New
IR
1025
Invictus RG
Bermuda
$686K +$686K +4,859 New