MA icon

Mastercard

1,610 hedge funds and large institutions have $138B invested in Mastercard in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 529 increasing their positions, 739 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+40
Holders Change %
+2.55%
% of All Funds
36.95%
Holding in Top 10
210
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.51%
% of All Funds
4.82%
New
129
Increased
529
Reduced
739
Closed
68
Calls
$1.12B
Puts
$1.98B
Net Calls
-$858M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBSF
1226
First National Bank Sioux Falls
South Dakota
$497K -$70K -400 -12%
MCWS
1227
McKinley Carter Wealth Services
West Virginia
$497K -$6.31K -36 -1%
CFG
1228
Citizens Financial Group
Rhode Island
$497K +$7.02K +40 +1%
MC
1229
Moors & Cabot
Massachusetts
$497K +$175K +1,001 +54%
LBC
1230
Lowe Brockenbrough & Co
Virginia
$493K -$43.8K -250 -8%
JFGIW
1231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488K -$61.5K -351 -11%
BWP
1232
Baldwin Wealth Partners
Massachusetts
$488K -$7.18K -41 -1%
PG
1233
Patten Group
Tennessee
$482K
BIA
1234
Bigelow Investment Advisors
Maine
$481K -$11.9K -68 -2%
ACI
1235
Alpha Cubed Investments
California
$480K +$2.1K +12 +0.4%
CCT
1236
Country Club Trust
Missouri
$474K +$189K +1,080 +66%
SB
1237
Simmons Bank
Arkansas
$467K -$237K -1,355 -34%
MPI
1238
Mairs & Power Inc
Minnesota
$463K +$224K +1,277 +93%
KP
1239
Keel Point
Alabama
$462K -$73.1K -417 -14%
GRP
1240
Global Retirement Partners
California
$462K +$57K +325 +14%
AT
1241
Arden Trust
Delaware
$461K -$20.7K -118 -4%
JMFC
1242
J.M. Forbes & Co
Massachusetts
$458K
FFWA
1243
FRG Family Wealth Advisors
Washington
$452K
AWA
1244
AmeriServ Wealth Advisors
Pennsylvania
$452K +$31.5K +180 +8%
AL
1245
Aspiriant LLC
California
$452K +$452K +2,579 New
CAN
1246
Claraphi Advisory Network
United States
$451K +$150K +855 +50%
GC
1247
Guardian Capital
Ontario, Canada
$444K -$12.9K -74 -3%
DC
1248
DeDora Capital
California
$443K +$701 +4 +0.2%
SM
1249
Sciencast Management
New Jersey
$440K -$686K -3,847 -61%
SNB
1250
Security National Bank
Nebraska
$438K