MA icon

Mastercard

1,406 hedge funds and large institutions have $114B invested in Mastercard in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 483 increasing their positions, 592 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+40
Holders Change %
+2.93%
% of All Funds
35.11%
Holding in Top 10
156
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+18.18%
% of All Funds
3.9%
New
104
Increased
483
Reduced
592
Closed
54
Calls
$599M
Puts
$932M
Net Calls
-$333M
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
AFNAS
1226
American Financial Network Advisory Services
California
$283K +$283K +2,003 New
MWP
1227
MYCIO Wealth Partners
Pennsylvania
$279K
CAW
1228
Cornerstone Advisors (Washington)
Washington
$277K -$28.2K -200 -9%
FHB
1229
First Hawaiian Bank
Hawaii
$274K +$7.63K +54 +3%
GWS
1230
Glassman Wealth Services
Virginia
$272K +$423 +3 +0.2%
BCM
1231
Bayesian Capital Management
New York
$268K -$362K -2,567 -57%
IA
1232
Independence Advisors
Pennsylvania
$268K
TW
1233
Transform Wealth
Colorado
$268K +$268K +1,900 New
GRP
1234
Global Retirement Partners
California
$265K +$16.5K +117 +7%
WA
1235
Wealth Architects
California
$264K +$2.68K +19 +1%
VCM
1236
Versant Capital Management
Arizona
$262K -$17.5K -124 -6%
SFWA
1237
Summit Financial Wealth Advisors
Louisiana
$261K -$2.97K -21 -1%
BBNB
1238
Baker Boyer National Bank
Washington
$259K
CIA
1239
Capital Investment Advisors
Georgia
$258K -$37.9K -269 -13%
HWM
1240
Highwater Wealth Management
Colorado
$256K -$67.2K -475 -21%
AB
1241
Atlas Brown
Kentucky
$256K +$256K +1,810 New
CCM
1242
Coldstream Capital Management
Washington
$255K +$2.12K +15 +0.8%
WFMPM
1243
Woodley Farra Manion Portfolio Management
Indiana
$254K
MCM
1244
Manchester Capital Management
Vermont
$250K
RW
1245
REDW Wealth
New Mexico
$249K
SIP
1246
Stoneridge Investment Partners
Pennsylvania
$249K +$249K +1,766 New
TWA
1247
TCI Wealth Advisors
Arizona
$248K +$17.4K +123 +8%
Loomis, Sayles & Company
1248
Loomis, Sayles & Company
Massachusetts
$247K
B
1249
Bailard
California
$242K -$70.5K -500 -23%
PHAM
1250
Palisades Hudson Asset Management
Florida
$242K