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Mastercard

1,334 hedge funds and large institutions have $92.3B invested in Mastercard in 2017 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 499 increasing their positions, 573 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
33.26%
Holding in Top 10
136
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.62%
% of All Funds
3.39%
New
98
Increased
499
Reduced
573
Closed
79
Calls
$573M
Puts
$540M
Net Calls
+$32.5M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
1051
Lido Advisors
California
$401K +$401K +3,438 New
LBC
1052
Lowe Brockenbrough & Co
Virginia
$396K +$66.4K +590 +20%
SI
1053
SII Investments
Wisconsin
$394K -$52.8K -471 -12%
NHC
1054
Nicholas Hoffman & Company
Georgia
$393K +$11.4K +101 +3%
SCA
1055
Snowden Capital Advisors
New York
$392K +$392K +3,486 New
WA
1056
WESPAC Advisors
California
$391K -$37.4K -332 -9%
MWM
1057
Meridian Wealth Management
Kentucky
$390K -$43.7K -388 -10%
PWLP
1058
Prio Wealth Limited Partnership
Massachusetts
$390K +$26.9K +240 +7%
HH
1059
Hilltop Holdings
Texas
$389K -$11.6K -103 -3%
TG
1060
TLP Group
Illinois
$389K +$184K +1,637 +90%
FBC
1061
Fairfield, Bush & Co
Connecticut
$383K -$112K -1,000 -23%
LC
1062
LCNB Corp
Ohio
$383K +$39.9K +355 +12%
BIM
1063
Baldwin Investment Management
Pennsylvania
$382K
OFW
1064
Omnia Family Wealth
Florida
$381K
SIM
1065
SSI Investment Management
California
$378K -$448 -4 -0.1%
KP
1066
Keel Point
Alabama
$376K -$1.24K -11 -0.3%
TCOT
1067
Trust Company of Toledo
Ohio
$371K
CC
1068
Cedar Capital
Illinois
$371K +$371K +3,302 New
BWP
1069
Baldwin Wealth Partners
Massachusetts
$369K +$29.5K +262 +9%
RG
1070
Rikoon Group
New Mexico
$368K
FNBSF
1071
First National Bank Sioux Falls
South Dakota
$364K +$10.7K +95 +3%
AL
1072
Airain Ltd
Guernsey
$364K +$364K +3,238 New
PMFA
1073
Plante Moran Financial Advisors
Michigan
$363K -$338 -3 -0.1%
CA
1074
Cetera Advisors
Colorado
$363K +$29.8K +267 +9%
BMC
1075
Benin Management Corp
Connecticut
$361K -$157K -1,400 -30%