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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 %
APP
1076
Avantax Planning Partners
Iowa
$513K +$157K +1,111 +44%
AIA
1077
Avalon Investment & Advisory
Texas
$511K -$33.3K -236 -6%
SIM
1078
SSI Investment Management
California
$511K +$39.3K +278 +8%
SCA
1079
STALEY CAPITAL ADVISERS
Pennsylvania
$508K -$4.23K -30 -0.8%
CL
1080
CPWM LLC
Washington
$504K -$222K -1,569 -31%
KP
1081
Keel Point
Alabama
$503K -$2.26K -16 -0.4%
BSW
1082
Buckingham Strategic Wealth
Missouri
$501K -$16.8K -119 -3%
CA
1083
Continuum Advisory
Idaho
$500K +$48.8K +345 +11%
BIM
1084
Baldwin Investment Management
Pennsylvania
$498K -$10.6K -75 -2%
LC
1085
LCNB Corp
Ohio
$496K +$3.53K +25 +0.7%
RIM
1086
Regent Investment Management
Kentucky
$491K
HH
1087
Hilltop Holdings
Texas
$491K +$35.2K +249 +8%
RWA
1088
Ropes Wealth Advisors
Massachusetts
$489K +$60K +425 +14%
OFW
1089
Omnia Family Wealth
Florida
$487K -$13.7K -97 -3%
ACM
1090
AUA Capital Management
Pennsylvania
$487K
YIA
1091
YHB Investment Advisors
Connecticut
$483K -$12.7K -90 -3%
PWLP
1092
Prio Wealth Limited Partnership
Massachusetts
$483K
IWM
1093
IHT Wealth Management
Illinois
$477K +$121K +840 +34%
Capital Fund Management (CFM)
1094
Capital Fund Management (CFM)
France
$477K +$477K +3,381 New
AL
1095
Aspiriant LLC
California
$474K -$178K -1,261 -27%
TCOT
1096
Trust Company of Toledo
Ohio
$466K
MRCM
1097
M&R Capital Management
New Jersey
$458K
FNBSF
1098
First National Bank Sioux Falls
South Dakota
$457K
FANJ
1099
Financial Architects (New Jersey)
New Jersey
$457K +$19.3K +137 +4%
MSAM
1100
Moloney Securities Asset Management
Missouri
$455K +$29.1K +206 +7%