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Mastercard

1,213 hedge funds and large institutions have $78.6B invested in Mastercard in 2016 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 499 increasing their positions, 469 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
Holders Change %
0%
% of All Funds
32.37%
Holding in Top 10
120
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.76%
% of All Funds
3.2%
New
98
Increased
499
Reduced
469
Closed
83
Calls
$500M
Puts
$390M
Net Calls
+$110M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
1126
RPg Family Wealth Advisory
Massachusetts
$106K +$106K +1,120 New
GWM
1127
Gupta Wealth Management
California
$105K -$99.7K -1,056 -49%
GWM
1128
Geneos Wealth Management
Colorado
$97K +$97K +1,019 New
LWA
1129
Lowe Wealth Advisors
Maryland
$96K -$4.71K -50 -5%
WA
1130
WFG Advisors
Texas
$95K -$7.15K -76 -7%
PWM
1131
Perigon Wealth Management
California
$95K +$95K +1,000 New
KPCM
1132
Kings Point Capital Management
New York
$94K
RFS
1133
Rockefeller Financial Services
New York
$90K
QCG
1134
Quadrant Capital Group
Ohio
$82K +$24.2K +275 +42%
CBT
1135
Central Bank & Trust
Kentucky
$81K
ZB
1136
Zions Bancorporation
Utah
$76K -$2.92K -30 -4%
SIG
1137
Stanford Investment Group
California
$76K
GAM
1138
Gemmer Asset Management
California
$74K
KTC
1139
Kistler-Tiffany Companies
Pennsylvania
$73K +$25.8K +275 +55%
MVIP
1140
Mar Vista Investment Partners
California
$71K -$250K -2,644 -78%
SBL
1141
Sargent Bickham Lagudis
Colorado
$70K +$70K +740 New
SIM
1142
Sonora Investment Management
Arizona
$61.1K +$4.85K +50 +9%
JG
1143
Jefferies Group
New York
$61K -$2.16M -23,022 -97%
AWM
1144
AllSquare Wealth Management
New York
$61K -$60.3K -643 -50%
FPFS
1145
First Personal Financial Services
North Carolina
$61K +$26.1K +279 +75%
WA
1146
WealthTrust-Arizona
Arizona
$59K +$8.97K +95 +18%
Nuveen Asset Management
1147
Nuveen Asset Management
Illinois
$56.4K -$3.67K -38,880 -6%
AF
1148
Arrow Financial
New York
$56K -$13.1K -140 -19%
BC
1149
Barnett & Company
Tennessee
$52K +$52K +554 New
CFA
1150
CT Financial Advisors
Pennsylvania
$51.6K