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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 %
EWA
1026
EP Wealth Advisors
California
$682K -$10.7K -76 -2%
SB
1027
Simmons Bank
Arkansas
$682K +$172K +1,219 +34%
FMWA
1028
Forvis Mazars Wealth Advisors
Missouri
$679K +$315K +2,233 +87%
GLA
1029
Good Life Advisors
Pennsylvania
$674K +$67.2K +466 +11%
ACM
1030
Azimuth Capital Management
Michigan
$669K
CNBT
1031
Canandaigua National Bank & Trust
New York
$667K
FMII
1032
Farmers & Merchants Investments Inc
Nebraska
$664K +$13.3K +94 +2%
SAM
1033
Silvercrest Asset Management
New York
$659K -$35.3K -250 -5%
GWM
1034
Geneos Wealth Management
Colorado
$658K +$134K +952 +26%
AA
1035
ALPS Advisors
Colorado
$657K -$143K -1,014 -18%
PFP
1036
Pinnacle Financial Partners
Tennessee
$653K -$210K -1,489 -24%
WA
1037
Wheatland Advisors
Pennsylvania
$653K
BDF
1038
Balasa Dinverno & Foltz
$649K -$2.83K -20 -0.4%
FNT
1039
First National Trust
Pennsylvania
$644K -$12.4K -88 -2%
SC
1040
Savant Capital
Illinois
$641K
SCA
1041
Snowden Capital Advisors
New York
$632K +$60.3K +427 +11%
HCM
1042
Howland Capital Management
Massachusetts
$625K -$11.3K -80 -2%
DWT
1043
Dorsey & Whitney Trust
South Dakota
$622K +$1.27K +9 +0.2%
CCA
1044
Cobblestone Capital Advisors
New York
$621K +$56.4K +400 +10%
PC
1045
Palo Capital
California
$618K -$4.66K -33 -0.7%
BFM
1046
Boothbay Fund Management
New York
$611K -$223K -1,576 -27%
BCM
1047
Brookstone Capital Management
Illinois
$609K -$20.5K -145 -3%
CC
1048
Cedar Capital
Illinois
$599K +$93.2K +660 +18%
MWAC
1049
Mariner Wealth Advisors (Cincinnati)
Ohio
$596K +$55.7K +394 +10%
GLA
1050
Great Lakes Advisors
Illinois
$595K +$78.3K +554 +15%