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Mastercard

1,570 hedge funds and large institutions have $121B invested in Mastercard in 2017 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 495 increasing their positions, 611 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
+164
Holders Change %
+11.66%
% of All Funds
35.66%
Holding in Top 10
166
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.41%
% of All Funds
3.77%
New
235
Increased
495
Reduced
611
Closed
56
Calls
$702M
Puts
$1.21B
Net Calls
-$504M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1251
AmeriServ Wealth Advisors
Pennsylvania
$361K +$361K +2,400 New
NQWM
1252
Northwest Quadrant Wealth Management
Oregon
$358K -$8.22K -50 -2%
HPWM
1253
Highland Private Wealth Management
Washington
$356K +$14.4K +95 +4%
CCA
1254
Conestoga Capital Advisors
Pennsylvania
$353K
IP
1255
Intellectus Partners
California
$352K -$6.96K -46 -2%
GRP
1256
Global Retirement Partners
California
$350K +$65.7K +434 +23%
IT
1257
Independence Trust
Tennessee
$348K -$1.82K -12 -0.5%
AIS
1258
American Investment Services
Massachusetts
$345K +$455 +3 +0.1%
MWM
1259
Mission Wealth Management
California
$342K -$6.81K -45 -2%
AC
1260
Abbrea Capital
California
$342K +$757 +5 +0.2%
EHC
1261
Everett Harris & Co
California
$338K -$3.78K -25 -1%
CCP
1262
Corient Capital Partners
California
$336K -$32.1K -212 -9%
EAM
1263
Evanson Asset Management
California
$336K
CT
1264
Clearstead Trust
Maine
$333K
AW
1265
Alpha Windward
Massachusetts
$332K -$11.2K -74 -3%
HIIFS
1266
Harel Insurance Investments & Financial Services
Israel
$332K +$181K +1,195 +120%
RMDI
1267
R.M. Davis Inc
Maine
$331K -$6.05K -40 -2%
CA
1268
Calton & Associates
Florida
$331K +$331K +1,984 New
CCA
1269
Catalyst Capital Advisors
New York
$329K +$329K +2,175 New
PWAG
1270
Polaris Wealth Advisory Group
California
$326K -$14.5K -96 -4%
DIA
1271
Denver Investment Advisors
Colorado
$323K -$65.1K -430 -17%
BL
1272
Balentine LLC
Georgia
$323K -$303 -2 -0.1%
AOWM
1273
Alpha Omega Wealth Management
Virginia
$323K
JDR
1274
Jay D. Rosenbaum
$323K +$4.08K +27 +1%
RI
1275
Ridgewood Investments
New Jersey
$323K +$323K +2,136 New