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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 %
CA
1126
Clearstead Advisors
Ohio
$1.13M -$179K -806 -14%
BAC
1127
Boys Arnold & Co
North Carolina
$1.13M +$23.5K +105 +2%
BAM
1128
Berkshire Asset Management
Pennsylvania
$1.13M -$4.01K -18 -0.4%
SAM
1129
Sandell Asset Management
New York
$1.11M +$1.11M +5,000 New
LBC
1130
Lawrence B. Cohen
$1.11M +$700K +3,146 +171%
SFA
1131
Sequoia Financial Advisors
Ohio
$1.11M -$74.4K -334 -6%
AL
1132
Aspiriant LLC
California
$1.1M +$111K +501 +11%
WPW
1133
Waldron Private Wealth
Pennsylvania
$1.1M +$88.5K +398 +9%
PIM
1134
Partner Investment Management
California
$1.09M +$151K +677 +16%
RG
1135
Rikoon Group
New Mexico
$1.09M
CFA
1136
Cahill Financial Advisors
Minnesota
$1.08M +$645K +2,896 +147%
LFASL
1137
Lugano Financial Advisors SA (LFA)
Switzerland
$1.08M +$1.08M +4,865 New
BCM
1138
Brookstone Capital Management
Illinois
$1.08M +$122K +548 +13%
PCM
1139
Poehling Capital Management
Wisconsin
$1.08M +$287K +1,290 +36%
CA
1140
Calton & Associates
Florida
$1.08M +$16.2K +73 +2%
RCM
1141
RB Capital Management
Nevada
$1.07M -$12.5K -56 -1%
MWAC
1142
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.07M +$60.1K +270 +6%
SS
1143
Sunbelt Securities
Texas
$1.07M +$247K +1,110 +30%
WB
1144
Webster Bank
Connecticut
$1.07M -$72.3K -325 -6%
NCMW
1145
Northern Capital Management (Wisconsin)
Wisconsin
$1.06M -$194K -870 -15%
FL
1146
Fort LP
Maryland
$1.06M +$925K +4,159 +683%
AWM
1147
Aevitas Wealth Management
Massachusetts
$1.06M -$47K -211 -4%
WCAMG
1148
Woodard & Company Asset Management Group
North Carolina
$1.05M -$20K -90 -2%
AF
1149
Arrow Financial
New York
$1.05M +$40.3K +181 +4%
FNT
1150
First National Trust
Pennsylvania
$1.05M +$265K +1,189 +34%