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Mastercard

1,080 hedge funds and large institutions have $74.8B invested in Mastercard in 2014 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 398 increasing their positions, 405 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+98
Holders Change %
+9.98%
% of All Funds
28.82%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
2.91%
New
167
Increased
398
Reduced
405
Closed
56
Calls
$988M
Puts
$1.27B
Net Calls
-$283M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LFR
1026
Lehman Financial Resources
Pennsylvania
$69K +$8.63K +100 +14%
IMS
1027
Index Management Solutions
Pennsylvania
$69K +$24.5K +285 +55%
GAM
1028
Gemmer Asset Management
California
$65K
KPCM
1029
Kings Point Capital Management
New York
$64K +$64K +745 New
RA
1030
Royce & Associates
New York
$61K
CHP
1031
Cable Hill Partners
Oregon
$60K +$60K +702 New
DBT
1032
Dubuque Bank & Trust
Iowa
$55K
TF
1033
Tompkins Financial
New York
$51K -$1.3K -15 -2%
CBT
1034
Central Bank & Trust
Kentucky
$50K +$50K +580 New
CFA
1035
CT Financial Advisors
Pennsylvania
$47K +$47K +545 New
AIM
1036
Advantage Investment Management
Iowa
$44K +$44K +510 New
AF
1037
Arrow Financial
New York
$43K -$4.9K -57 -10%
WF
1038
WealthTrust Fairport
Ohio
$43K
SGC
1039
South Georgia Capital
Illinois
$43K +$43K +500 New
SFPIA
1040
Stevens First Principles Investment Advisors
California
$43K +$43K +500 New
EWM
1041
Edge Wealth Management
New York
$39K
AC
1042
Alexandria Capital
Virginia
$39K +$26.8K +309 +221%
SIMG
1043
Stephens Investment Management Group
Texas
$37K
KTC
1044
Kistler-Tiffany Companies
Pennsylvania
$30K +$30K +350 New
KT
1045
Kanaly Trust
Texas
$28K +$6.96K +81 +33%
GXMC
1046
Global X Management Company
New York
$27K +$5.23K +60 +24%
KCM
1047
Karp Capital Management
California
$26K +$26K +300 New
TFO
1048
Tarbox Family Office
California
$25K +$346 +4 +1%
PRS
1049
Pinkerton Retirement Specialists
Idaho
$25K +$25K +270 New
NSIM
1050
North Star Investment Management
Illinois
$24K