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Mastercard

1,239 hedge funds and large institutions have $83.3B invested in Mastercard in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 470 increasing their positions, 519 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+6
Holders Change %
+0.49%
% of All Funds
33.11%
Holding in Top 10
134
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+18.58%
% of All Funds
3.58%
New
86
Increased
470
Reduced
519
Closed
69
Calls
$917M
Puts
$519M
Net Calls
+$398M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
1051
YHB Investment Advisors
Connecticut
$320K +$30.5K +300 +11%
GIM
1052
Guild Investment Management
California
$314K +$314K +3,090 New
BBA
1053
BLB&B Advisors
Pennsylvania
$308K
WA
1054
Wheatland Advisors
Pennsylvania
$308K
BWP
1055
Baldwin Wealth Partners
Massachusetts
$307K -$16.3K -160 -5%
MCWS
1056
McKinley Carter Wealth Services
West Virginia
$307K +$305 +3 +0.1%
SIG
1057
Schooner Investment Group
Pennsylvania
$306K -$204K -2,000 -40%
EVM
1058
Evelyn V. Moreno
$305K
BJL
1059
Brighton Jones LLC
Washington
$304K -$1.22K -12 -0.4%
IAA
1060
Ironsides Asset Advisors
North Carolina
$304K +$304K +2,991 New
CCA
1061
Conestoga Capital Advisors
Pennsylvania
$303K
AWA
1062
AmeriServ Wealth Advisors
Pennsylvania
$303K +$303K +2,975 New
PMFA
1063
Plante Moran Financial Advisors
Michigan
$302K +$10.7K +105 +4%
AWM
1064
Altavista Wealth Management
North Carolina
$301K -$16.7K -164 -5%
MC
1065
Middleton & Co
Massachusetts
$301K
CFG
1066
Citizens Financial Group
Rhode Island
$300K -$59.3K -583 -17%
LBC
1067
Lowe Brockenbrough & Co
Virginia
$298K
AWM
1068
Arbor Wealth Management
Florida
$290K
CA
1069
Cetera Advisors
Colorado
$289K -$64.8K -640 -18%
KWMG
1070
King Wealth Management Group
Florida
$288K
BBNB
1071
Baker Boyer National Bank
Washington
$283K -$204 -2 -0.1%
RP
1072
Reinhart Partners
Wisconsin
$281K +$5.09K +50 +2%
SFA
1073
Sequoia Financial Advisors
Ohio
$281K +$5.08K +50 +2%
PSC
1074
Prentiss Smith & Co
Vermont
$280K
MCM
1075
MAI Capital Management
Ohio
$277K