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Mastercard

1,334 hedge funds and large institutions have $92.3B invested in Mastercard in 2017 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 499 increasing their positions, 573 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
33.26%
Holding in Top 10
136
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.62%
% of All Funds
3.39%
New
98
Increased
499
Reduced
573
Closed
79
Calls
$573M
Puts
$540M
Net Calls
+$32.5M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1201
Wealth Architects
California
$209K +$209K +1,857 New
CIA
1202
Capital Investment Advisors
Georgia
$207K +$207K +1,839 New
CP
1203
Coho Partners
Pennsylvania
$204K +$204K +1,815 New
HA
1204
Harfst & Associates
Wyoming
$204K +$204K +1,822 New
WFMPM
1205
Woodley Farra Manion Portfolio Management
Indiana
$203K +$203K +1,802 New
GCA
1206
Gideon Capital Advisors
New York
$203K +$203K +1,807 New
FPF
1207
FNY Partners Fund
New York
$202K +$191K +1,700 +1,700%
MAM
1208
Morse Asset Management
Connecticut
$202K +$202K +1,800 New
LIM
1209
Lagoda Investment Management
New York
$201K -$1.99M -17,675 -91%
DAM
1210
Doheny Asset Management
California
$201K +$201K +1,790 New
SFWA
1211
Summit Financial Wealth Advisors
Louisiana
$200K +$200K +1,779 New
MCM
1212
Manchester Capital Management
Vermont
$199K
GWS
1213
Glassman Wealth Services
Virginia
$199K +$675 +6 +0.3%
Loomis, Sayles & Company
1214
Loomis, Sayles & Company
Massachusetts
$197K
PB
1215
Pinnacle Bancorp
Nebraska
$197K +$197K +1,752 New
SWA
1216
Sutton Wealth Advisors
Florida
$190K +$8.21K +73 +5%
TWA
1217
TCI Wealth Advisors
Arizona
$184K
WG
1218
Welch Group
Alabama
$183K +$2.25K +20 +1%
FIB
1219
First Interstate Bank
Montana
$182K -$18K -160 -9%
FFC
1220
First Financial Corp
Indiana
$180K -$6.07K -54 -3%
HFM
1221
Harvest Fund Management
China
$180K
OC
1222
Oakworth Capital
Alabama
$176K -$16.9K -150 -9%
GC
1223
Giverny Capital
Quebec, Canada
$169K
RWA
1224
Ropes Wealth Advisors
Massachusetts
$162K -$33.3K -296 -17%
TSW
1225
Thompson Siegel & Walmsley
Virginia
$160K