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Mastercard

1,570 hedge funds and large institutions have $121B invested in Mastercard in 2017 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 495 increasing their positions, 611 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
+164
Holders Change %
+11.66%
% of All Funds
35.66%
Holding in Top 10
166
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.41%
% of All Funds
3.77%
New
235
Increased
495
Reduced
611
Closed
56
Calls
$702M
Puts
$1.21B
Net Calls
-$504M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1001
Cohen Capital Management
California
$1.04M
WA
1002
Waverly Advisors
Alabama
$1.04M -$8.32K -55 -0.8%
BWAM
1003
Boyd Watterson Asset Management
Ohio
$1.03M -$107K -705 -9%
ACP
1004
Aviance Capital Partners
Florida
$1.01M
EMB
1005
Elefante Mark B
$1.01M +$253K +1,673 +33%
CRC
1006
Curi RMB Capital
Illinois
$1.01M +$810K +5,353 +412%
GVT
1007
Genesee Valley Trust
New York
$998K -$65.7K -434 -6%
NFA
1008
Nuveen Fund Advisors
Illinois
$997K -$1.13M -7,495 -53%
CS
1009
Credential Securities
$995K -$36.3K -239 -4%
LC
1010
Lourd Capital
California
$989K +$167K +1,100 +20%
4IG
1011
440 Investment Group
Kansas
$981K -$26.8K -177 -3%
BEC
1012
Blue Edge Capital
Virginia
$978K +$15.3K +101 +2%
BC
1013
Banced Corp
Illinois
$975K -$46.8K -309 -5%
BRWA
1014
B. Riley Wealth Advisors
Florida
$973K +$149K +985 +18%
BFA
1015
Beaumont Financial Advisors
Massachusetts
$963K -$45.4K -300 -5%
IFWM
1016
Institute for Wealth Management
Colorado
$960K +$960K +6,333 New
UC
1017
Unio Capital
New Jersey
$960K +$960K +6,340 New
HAG
1018
HighPoint Advisor Group
Illinois
$957K +$580K +3,410 +154%
AIM
1019
Anchor Investment Management
South Carolina
$953K +$65.1K +430 +7%
IAA
1020
Independent Advisor Alliance
North Carolina
$951K +$56.1K +352 +6%
PFP
1021
Pinnacle Financial Partners
Tennessee
$949K +$249K +1,647 +36%
ST
1022
Spinnaker Trust
Maine
$945K -$30.3K -200 -3%
WA
1023
WBH Advisory
Maryland
$940K
ACC
1024
Accident Compensation Corp
New Zealand
$938K +$197K +1,300 +27%
AssetMark Inc
1025
AssetMark Inc
California
$938K +$628K +4,144 +202%