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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 %
NFG
1176
Next Financial Group
Texas
$965K -$198K -890 -17%
FUBT
1177
First United Bank & Trust
Maryland
$947K +$461K +2,070 +95%
ORI
1178
Oak Ridge Investments
Illinois
$945K -$8.91K -40 -0.9%
Wealth Enhancement Advisory Services
1179
Wealth Enhancement Advisory Services
Minnesota
$939K +$939K +4,799 New
CCM
1180
Chilton Capital Management
Texas
$938K +$6.68K +30 +0.7%
WI
1181
WrapManager Inc
California
$932K +$103K +464 +12%
NPT
1182
Nixon Peabody Trust
Massachusetts
$929K +$199K +895 +27%
OA
1183
Oak Associates
Ohio
$921K
BCA
1184
Berman Capital Advisors
Georgia
$914K -$1.78K -8 -0.2%
DBT
1185
Dubuque Bank & Trust
Iowa
$912K -$4.23K -19 -0.5%
BCA
1186
Bray Capital Advisors
Florida
$910K
BFM
1187
Boothbay Fund Management
New York
$898K +$29.8K +134 +3%
WCM
1188
Weatherstone Capital Management
Colorado
$897K -$20.3K -91 -2%
WA
1189
Wheatland Advisors
Pennsylvania
$896K
BWM
1190
Buckley Wealth Management
Nevada
$894K -$16.3K -73 -2%
UMA
1191
USA Mutuals Advisors
Texas
$890K -$1.34M -6,000 -60%
FMWA
1192
Forvis Mazars Wealth Advisors
Missouri
$887K -$122K -548 -12%
CG
1193
Caprock Group
Idaho
$872K -$161K -722 -16%
FAM
1194
Fred Alger Management
New York
$872K +$3.78K +17 +0.4%
PCM
1195
Pointe Capital Management
Michigan
$871K
VIA
1196
Vident Investment Advisory
Georgia
$870K +$870K +3,909 New
HW
1197
Hedeker Wealth
Illinois
$868K
AC
1198
Abbrea Capital
California
$857K +$13.4K +60 +2%
SKK
1199
Shepherd Kaplan Krochuk
Massachusetts
$854K
CCT
1200
Country Club Trust
Missouri
$839K +$94.4K +424 +13%