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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 %
JWM
1226
Jacobus Wealth Management
Wisconsin
$159K
CG
1227
Cutler Group
California
$157K -$428K -3,821 -73%
BIG
1228
Bellwether Investment Group
Tennessee
$152K +$8.46K +75 +6%
TFO
1229
Tarbox Family Office
California
$152K +$116K +1,033 +324%
FMTCOCP
1230
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$152K
FBT
1231
First Bank & Trust
South Dakota
$146K +$18.5K +165 +15%
GRP
1232
Global Retirement Partners
California
$142K +$30.1K +268 +27%
TC
1233
Trust Company
Kansas
$140K -$51.7K -459 -27%
SG Americas Securities
1234
SG Americas Securities
New York
$136K -$4.16M -37,062 -97%
FFW
1235
Fusion Family Wealth
New York
$135K
AF
1236
Allworth Financial
California
$120K -$22.5K -200 -16%
RFS
1237
Rockefeller Financial Services
New York
$120K
LWA
1238
Lowe Wealth Advisors
Maryland
$119K -$13K -115 -10%
KTC
1239
Kistler-Tiffany Companies
Pennsylvania
$115K +$11.3K +100 +11%
PCP
1240
Proficio Capital Partners
Massachusetts
$108K +$56.1K +464 +108%
NSB
1241
Norway Savings Bank
Maine
$107K
QCG
1242
Quadrant Capital Group
Ohio
$102K -$16.7K -162 -14%
IIC
1243
Integrated Investment Consultants
Michigan
$101K +$72.9K +650 +260%
LD
1244
Lipe & Dalton
New York
$101K +$101K +900 New
ABA
1245
American Beacon Advisors
Texas
$99.9K +$99.9K +888 New
CLOS
1246
Compagnie Lombard Odier SCmA
Switzerland
$96K -$326K -2,890 -77%
SIM
1247
Sonora Investment Management
Arizona
$93.4K +$11.2K +100 +14%
MSFP
1248
Mark Sheptoff Financial Planning
Connecticut
$93K +$93K +826 New
JCM
1249
Jacobi Capital Management
Pennsylvania
$90K
GAM
1250
Gemmer Asset Management
California
$85K