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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 %
FMWA
1051
Forvis Mazars Wealth Advisors
Missouri
$203K +$9.19K +102 +5%
EAM
1052
Evanson Asset Management
California
$200K +$90 +1 +0%
GWM
1053
Gupta Wealth Management
California
$196K -$7.3K -81 -4%
FHA
1054
First Horizon Advisors
Tennessee
$190K +$10.6K +118 +6%
SC
1055
Skylands Capital
Wisconsin
$185K -$18K -200 -9%
JWM
1056
Jacobus Wealth Management
Wisconsin
$182K
HCP
1057
Holt Capital Partners
Texas
$180K
WRM
1058
Westport Resources Management
Connecticut
$175K
RA
1059
Rational Advisors
New York
$173K
EDRE
1060
Edmond de Rothschild (Europe)
Luxembourg
$168K
HPBT
1061
High Point Bank & Trust
North Carolina
$167K
GWS
1062
Glassman Wealth Services
Virginia
$158K +$271 +3 +0.2%
AW
1063
Alpha Windward
Massachusetts
$147K -$1.54K -17 -1%
BAM
1064
Brave Asset Management
New Jersey
$144K
IRS
1065
Invictus RG (Singapore)
Singapore
$138K +$41.7K +463 +43%
GC
1066
Giverny Capital
Quebec, Canada
$136K
VHAM
1067
Van Hulzen Asset Management
California
$117K +$117K +1,300 New
NYLT
1068
New York Life Trust
New York
$116K +$59.6K +663 +106%
QCG
1069
Quadrant Capital Group
Ohio
$114K -$60.7K -698 -35%
Manulife (Manufacturers Life Insurance)
1070
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113K +$6.34K +70,325 +6%
AWM
1071
AllSquare Wealth Management
New York
$112K +$12.9K +143 +13%
SI
1072
Sentry Investments
Ontario, Canada
$111K +$3.39K +37,600 +3%
MWP
1073
MYCIO Wealth Partners
Pennsylvania
$111K +$2.62K +29 +2%
DBT
1074
Dubuque Bank & Trust
Iowa
$107K -$8.4K -93 -7%
BAM
1075
Bruderman Asset Management
New York
$102K