MA icon

Mastercard

1,126 hedge funds and large institutions have $81.2B invested in Mastercard in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 447 increasing their positions, 407 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
+13
Holders Change %
+1.17%
% of All Funds
30.37%
Holding in Top 10
134
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+22.94%
% of All Funds
3.61%
New
93
Increased
447
Reduced
407
Closed
69
Calls
$749M
Puts
$1.07B
Net Calls
-$323M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
1101
Hanson & Doremus Investment Management
Vermont
$14K
FPFS
1102
First Personal Financial Services
North Carolina
$14K
CAW
1103
Cornerstone Advisors (Washington)
Washington
$13K +$1.51K +16 +13%
BBPWM
1104
Blue Bell Private Wealth Management
Pennsylvania
$12K -$12K -125 -50%
TWA
1105
TCI Wealth Advisors
Arizona
$12K
FNBOO
1106
First National Bank of Omaha
Nebraska
$9.85K
RPG
1107
Risk Paradigm Group
Texas
$9.35K
BKA
1108
Brick & Kyle Associates
Pennsylvania
$9K
UFA
1109
US Financial Advisors
Massachusetts
$8K +$3.56K +40 +80%
OSAM
1110
O'Shaughnessy Asset Management
Connecticut
$8K +$8K +87 New
IF
1111
Ironwood Financial
Arizona
$6K
MCM
1112
MV Capital Management
Maryland
$6K
HFM
1113
Hartford Financial Management
Connecticut
$6K +$6K +66 New
MUS
1114
Mitsubishi UFJ Securities
Japan
$5K -$49K -490 -91%
FMP
1115
Financial Management Professionals
Texas
$5K -$4.55K -50 -48%
GI
1116
Gradient Investments
Minnesota
$5K -$4.3K -43 -46%
HR
1117
Howe & Rusling
New York
$5K +$5K +50 New
RCG
1118
Ruggie Capital Group
Florida
$5K +$5K +50 New
ACS
1119
Archford Capital Strategies
Illinois
$4K
KCPG
1120
Kavar Capital Partners Group
Kansas
$4K +$4K +51 New
FCCM
1121
First City Capital Management
Georgia
$3.93K +$3.93K +42 New
VIA
1122
Vident Investment Advisory
Georgia
$3K -$1.52M -15,247 -100%
MSFP
1123
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +30 New
WIC
1124
Woodmont Investment Counsel
Tennessee
$3K +$3K +33 New
RWM
1125
Rezny Wealth Management
Florida
$3K +$3K +34 New