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Mastercard

1,151 hedge funds and large institutions have $77.3B invested in Mastercard in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 487 increasing their positions, 399 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+25
Holders Change %
+2.22%
% of All Funds
32.17%
Holding in Top 10
134
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.75%
New
83
Increased
487
Reduced
399
Closed
51
Calls
$691M
Puts
$980M
Net Calls
-$289M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$16K +$16K +173 New
OC
1127
Oakworth Capital
Alabama
$15K
LWA
1128
Lenox Wealth Advisors
New York
$15K +$15K +162 New
FPFS
1129
First Personal Financial Services
North Carolina
$13K
TWA
1130
TCI Wealth Advisors
Arizona
$12K
BBPWM
1131
Blue Bell Private Wealth Management
Pennsylvania
$11K
FNBOO
1132
First National Bank of Omaha
Nebraska
$9.86K +$19 +208 +0.2%
RPG
1133
Risk Paradigm Group
Texas
$9.01K
BKA
1134
Brick & Kyle Associates
Pennsylvania
$9K
DLHL
1135
Donald L. Hagan LLC
Florida
$9K +$9K +100 New
UFA
1136
US Financial Advisors
Massachusetts
$8K
ACS
1137
Archford Capital Strategies
Illinois
$7K +$3.5K +40 +100%
AA
1138
ALPS Advisors
Colorado
$5.29K -$529 -587 -9%
IF
1139
Ironwood Financial
Arizona
$5K
FMP
1140
Financial Management Professionals
Texas
$5K
MCM
1141
MV Capital Management
Maryland
$5K
HFM
1142
Hartford Financial Management
Connecticut
$5K
RCG
1143
Ruggie Capital Group
Florida
$5K
MSFP
1144
Mark Sheptoff Financial Planning
Connecticut
$5K +$2.06K +21 +70%
KCPG
1145
Kavar Capital Partners Group
Kansas
$4K
TCM
1146
Tradewinds Capital Management
Washington
$4K +$4K +40 New
FCCM
1147
First City Capital Management
Georgia
$3.79K
EDRS
1148
Edmond de Rothschild (Suisse)
Switzerland
$3K -$170K -2,100 -98%
RWM
1149
Rezny Wealth Management
Florida
$3K
VIA
1150
Vident Investment Advisory
Georgia
$3K +$568 +7 +23%