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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 %
SCA
1151
STALEY CAPITAL ADVISERS
Pennsylvania
$545K
FAN
1152
Financial Advisors Network
California
$545K +$88.2K +582 +19%
LMIM
1153
Lockheed Martin Investment Management
Maryland
$545K +$182K +1,200 +50%
KI
1154
Koch Industries
Kansas
$543K -$803K -5,307 -60%
CL
1155
CPWM LLC
Washington
$540K
GAG
1156
GM Advisory Group
New York
$538K +$80.3K +530 +18%
CG
1157
Caprock Group
Idaho
$537K +$43.4K +267 +9%
CA
1158
Continuum Advisory
Idaho
$535K -$757 -5 -0.1%
CWM
1159
Confluence Wealth Management
Oregon
$532K -$26.2K -173 -5%
MMG
1160
Monetary Management Group
Missouri
$530K -$37.9K -250 -7%
RG
1161
Rikoon Group
New Mexico
$529K +$50.4K +333 +11%
RIM
1162
Regent Investment Management
Kentucky
$527K
CAPTRUST Financial Advisors
1163
CAPTRUST Financial Advisors
North Carolina
$525K +$504K +3,330 +2,431%
RWA
1164
Ropes Wealth Advisors
Massachusetts
$524K
BIM
1165
Baldwin Investment Management
Pennsylvania
$522K -$11.3K -75 -2%
OFW
1166
Omnia Family Wealth
Florida
$522K
ACM
1167
AUA Capital Management
Pennsylvania
$522K
PWLP
1168
Prio Wealth Limited Partnership
Massachusetts
$518K
YIA
1169
YHB Investment Advisors
Connecticut
$517K
SS
1170
Sunbelt Securities
Texas
$514K +$107K +704 +26%
AC
1171
Ascend Capital
California
$514K +$514K +3,389 New
PP
1172
Paloma Partners
Connecticut
$510K -$7.51M -49,693 -94%
MSAM
1173
Moloney Securities Asset Management
Missouri
$510K +$21.7K +143 +4%
HB
1174
Homrich & Berg
Georgia
$509K +$76.3K +504 +18%
AJ
1175
Ashburton (Jersey)
Jersey
$508K +$163K +1,078 +47%