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Mastercard

1,734 hedge funds and large institutions have $174B invested in Mastercard in 2018 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 593 increasing their positions, 747 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+55
Holders Change %
+3.28%
% of All Funds
39.71%
Holding in Top 10
249
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+7.33%
% of All Funds
5.7%
New
118
Increased
593
Reduced
747
Closed
47
Calls
$1.31B
Puts
$1.23B
Net Calls
+$76.8M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
1051
Martin & Co
Tennessee
$1.51M +$1.11K +5 +0.1%
KWMG
1052
King Wealth Management Group
Florida
$1.49M +$794K +3,565 +114%
AWM
1053
Altium Wealth Management
New York
$1.49M +$64.8K +291 +5%
RHAM
1054
Round Hill Asset Management
California
$1.48M
SGCA
1055
Steel Grove Capital Advisors
Tennessee
$1.47M -$64.1K -288 -4%
DBRC
1056
D.B. Root & Company
Pennsylvania
$1.47M -$74.1K -333 -5%
BTW
1057
Boston Trust Walden
Massachusetts
$1.46M -$2.23K -10 -0.2%
KA
1058
Kovack Advisors
Florida
$1.46M +$73.7K +331 +5%
MWVC
1059
Morgens Waterfall Vintiadis & Co
New York
$1.45M
BDF
1060
Balasa Dinverno & Foltz
$1.44M +$203K +911 +16%
LC
1061
Lourd Capital
California
$1.44M +$1.44M +6,449 New
BA
1062
Bridgewater Associates
Connecticut
$1.42M -$5.6M -25,178 -80%
PFP
1063
Pinnacle Financial Partners
Tennessee
$1.42M -$39.2K -176 -3%
BEC
1064
Blue Edge Capital
Virginia
$1.42M +$890 +4 +0.1%
SCI
1065
Stableford Capital II
Arizona
$1.42M +$128K +575 +10%
PWP
1066
Private Wealth Partners
California
$1.41M +$1.41M +6,345 New
CA
1067
Cetera Advisors
Colorado
$1.41M +$557K +2,510 +66%
SFSIG
1068
San Francisco Sentry Investment Group
California
$1.4M +$56.5K +254 +4%
PA
1069
Parallel Advisors
California
$1.39M +$62.8K +282 +5%
CC
1070
Capital Counsel
New York
$1.39M
GIM
1071
Guild Investment Management
California
$1.38M +$790K +3,550 +134%
ACP
1072
Aviance Capital Partners
Florida
$1.38M
WI
1073
Wedgewood Investors
Pennsylvania
$1.38M
IWA
1074
Inspirion Wealth Advisors
Illinois
$1.36M
SAMC
1075
Spectrum Asset Management (California)
California
$1.34M