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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 %
PCM
1101
Prelude Capital Management
New York
$1.25M +$523K +2,350 +72%
BWAM
1102
Boyd Watterson Asset Management
Ohio
$1.24M -$228K -1,024 -16%
DA
1103
DSC Advisors
Illinois
$1.23M +$35.4K +159 +3%
SIA
1104
Starfire Investment Advisers
Michigan
$1.22M
UC
1105
Unio Capital
New Jersey
$1.22M
AWM
1106
AE Wealth Management
Kansas
$1.22M +$641K +2,880 +111%
HPCM
1107
High Pointe Capital Management
Illinois
$1.2M -$287K -1,290 -19%
AP
1108
Appleton Partners
Massachusetts
$1.2M -$5.79K -26 -0.5%
GSBTD
1109
Glenview State Bank Trust Department
Illinois
$1.19M
CAN
1110
Claraphi Advisory Network
United States
$1.18M +$606K +2,720 +105%
PWPS
1111
Pinnacle Wealth Planning Services
Ohio
$1.18M -$72.1K -324 -6%
EFS
1112
Essex Financial Services
Connecticut
$1.18M +$79K +355 +7%
CIA
1113
Choate Investment Advisors
Massachusetts
$1.18M -$21.4K -96 -2%
WJA
1114
Williams Jones & Associates
New York
$1.17M +$11.6K +52 +1%
BCWM
1115
Blue Chip Wealth Management
Florida
$1.17M -$46.1K -207 -4%
SFG
1116
Summit Financial Group
West Virginia
$1.17M
LCM
1117
Liberty Capital Management
Michigan
$1.17M -$27.4K -123 -2%
S
1118
SimplyRich
California
$1.15M
PCM
1119
Princeton Capital Management
New Jersey
$1.15M +$2.23K +10 +0.2%
TIA
1120
Trust Investment Advisors
Indiana
$1.15M +$33.4K +150 +3%
NWP
1121
Northstar Wealth Partners
Connecticut
$1.14M -$2.89K -13 -0.3%
BC
1122
Banced Corp
Illinois
$1.14M -$106K -476 -9%
FCI
1123
Financial Counselors Inc
Kansas
$1.14M +$7.57K +34 +0.7%
BSW
1124
Buckingham Strategic Wealth
Missouri
$1.13M +$53.9K +242 +5%
HAG
1125
HighPoint Advisor Group
Illinois
$1.13M -$3.27K -16 -0.3%