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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 %
BHB
1051
Bank Hapoalim BM
Israel
$594K +$83.3K +590 +16%
CCM
1052
CrestPoint Capital Management
Missouri
$593K
CCM
1053
Chilton Capital Management
Texas
$591K
WP
1054
WealthPLAN Partners
Nebraska
$587K +$21.9K +155 +4%
OA
1055
Oak Associates
Ohio
$584K
WCM
1056
Weatherstone Capital Management
Colorado
$583K -$561K -3,972 -49%
LOAMS
1057
Lombard Odier Asset Management (Switzerland)
Switzerland
$578K
BCA
1058
Bray Capital Advisors
Florida
$577K
DBT
1059
Dubuque Bank & Trust
Iowa
$576K -$8.05K -57 -1%
NHC
1060
Nicholas Hoffman & Company
Georgia
$568K +$16.4K +116 +3%
SA
1061
Sicart Associates
New York
$565K
FMLI
1062
Fukoku Mutual Life Insurance
Japan
$565K
QI
1063
Quotient Investors
New York
$565K +$268K +1,900 +90%
DCM
1064
Driehaus Capital Management
Illinois
$555K +$101K +716 +22%
WOC
1065
West Oak Capital
California
$554K -$12.7K -90 -2%
HW
1066
Hedeker Wealth
Illinois
$550K -$591K -4,190 -52%
BG
1067
Bahl & Gaynor
Ohio
$547K
NWP
1068
Northstar Wealth Partners
Connecticut
$547K +$34.6K +240 +7%
FAM
1069
Fortaleza Asset Management
Illinois
$546K
SKK
1070
Shepherd Kaplan Krochuk
Massachusetts
$542K
KA
1071
Kovack Advisors
Florida
$540K -$225K -1,591 -29%
MMG
1072
Monetary Management Group
Missouri
$529K
CCM
1073
Cadence Capital Management
Massachusetts
$522K -$2.67M -18,908 -84%
CWM
1074
Confluence Wealth Management
Oregon
$521K -$22.9K -162 -4%
BA
1075
BKS Advisors
Michigan
$519K