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Mastercard

1,570 hedge funds and large institutions have $121B invested in Mastercard in 2017 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 495 increasing their positions, 611 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
+164
Holders Change %
+11.66%
% of All Funds
35.66%
Holding in Top 10
166
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.41%
% of All Funds
3.77%
New
235
Increased
495
Reduced
611
Closed
56
Calls
$702M
Puts
$1.21B
Net Calls
-$504M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1126
Brookstone Capital Management
Illinois
$628K -$25.1K -166 -4%
OA
1127
Oak Associates
Ohio
$626K
NHC
1128
Nicholas Hoffman & Company
Georgia
$625K +$15.3K +101 +3%
BCA
1129
Bray Capital Advisors
Florida
$619K
DBT
1130
Dubuque Bank & Trust
Iowa
$618K
WP
1131
WealthPLAN Partners
Nebraska
$614K -$14.8K -98 -2%
SB
1132
Simmons Bank
Arkansas
$608K -$122K -809 -17%
PMFA
1133
Plante Moran Financial Advisors
Michigan
$607K +$164K +1,087 +37%
FMLI
1134
Fukoku Mutual Life Insurance
Japan
$605K
SA
1135
Sicart Associates
New York
$605K
CF
1136
Centaurus Financial
California
$605K +$605K +3,996 New
HH
1137
Hilltop Holdings
Texas
$600K +$74.7K +494 +14%
SKK
1138
Shepherd Kaplan Krochuk
Massachusetts
$596K +$15.6K +103 +3%
ACG
1139
Allen Capital Group
Nebraska
$595K +$595K +3,932 New
WOC
1140
West Oak Capital
California
$594K
FPS
1141
Fieldpoint Private Securities
Connecticut
$592K -$256K -1,689 -30%
HW
1142
Hedeker Wealth
Illinois
$590K
LC
1143
LCNB Corp
Ohio
$568K +$36.3K +240 +7%
GCA
1144
Guardian Capital Advisors
Ontario, Canada
$567K +$208K +1,250 +58%
CCM
1145
Cadence Capital Management
Massachusetts
$560K
BA
1146
BKS Advisors
Michigan
$557K
STA
1147
Summit Trail Advisors
New York
$557K +$557K +3,368 New
DCM
1148
Driehaus Capital Management
Illinois
$555K -$40K -264 -7%
SFA
1149
Sequoia Financial Advisors
Ohio
$553K +$166K +1,100 +43%
TNBTD
1150
Trustmark National Bank Trust Department
Mississippi
$546K +$128K +847 +31%