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 %
SMC
1251
Smith, Moore & Co
Missouri
$242K +$58.9K +417 +32%
SBWIC
1252
Schaper Benz & Wise Investment Counsel
Wisconsin
$240K -$309K -2,190 -56%
GS
1253
Girard Securities
California
$239K -$35.2K -250 -13%
SWA
1254
Sutton Wealth Advisors
Florida
$238K
BJL
1255
Brighton Jones LLC
Washington
$237K -$114K -805 -32%
HHGA
1256
Halbert Hargrove Global Advisors
California
$237K -$15.1K -107 -6%
UBWV
1257
United Bank (West Virginia)
West Virginia
$236K -$35.3K -250 -13%
BFO
1258
Boston Family Office
Massachusetts
$236K
Boston Partners
1259
Boston Partners
Massachusetts
$236K
VC
1260
Vicus Capital
Pennsylvania
$236K +$2.97K +21 +1%
BW
1261
Bison Wealth
Georgia
$236K +$236K +1,674 New
PL
1262
Perpetual Ltd
Australia
$233K -$15.5M -106,335 -99%
HWA
1263
HCR Wealth Advisors
California
$231K -$126K -890 -35%
NSIM
1264
North Star Investment Management
Illinois
$230K +$10.9K +77 +5%
AFP
1265
Ausdal Financial Partners
Iowa
$229K -$18.8K -133 -8%
BMO
1266
Beck Mack & Oliver
New York
$227K +$227K +1,609 New
MAM
1267
Morse Asset Management
Connecticut
$226K -$28.3K -200 -11%
BAM
1268
Brave Asset Management
New Jersey
$226K +$226K +1,600 New
CP
1269
Coho Partners
Pennsylvania
$226K +$226K +1,600 New
EI
1270
EDMP Inc
Florida
$226K +$226K +1,600 New
ACP
1271
Ashfield Capital Partners
California
$225K -$11.7K -83 -5%
LIM
1272
Lagoda Investment Management
New York
$222K -$5.22K -37 -2%
AWA
1273
Arete Wealth Advisors
Illinois
$222K +$222K +1,570 New
MC
1274
Moors & Cabot
Massachusetts
$222K +$222K +1,576 New
WG
1275
Welch Group
Alabama
$219K -$34.1K -241 -13%