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Mastercard

1,734 hedge funds and large institutions have $174B invested in Mastercard in 2018 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 593 increasing their positions, 747 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+55
Holders Change %
+3.28%
% of All Funds
39.71%
Holding in Top 10
249
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+7.33%
% of All Funds
5.7%
New
118
Increased
593
Reduced
747
Closed
47
Calls
$1.31B
Puts
$1.23B
Net Calls
+$76.8M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
GAG
1251
GM Advisory Group
New York
$644K -$134K -600 -17%
SIM
1252
SSI Investment Management
California
$643K -$3.12K -14 -0.5%
IWC
1253
Integrated Wealth Concepts
Massachusetts
$643K +$106K +474 +20%
CCP
1254
Corient Capital Partners
California
$642K
ONB
1255
Old National Bancorp
Indiana
$640K +$17.8K +80 +3%
LMIM
1256
Lockheed Martin Investment Management
Maryland
$639K +$639K +2,870 New
MCWS
1257
McKinley Carter Wealth Services
West Virginia
$635K +$4.01K +18 +0.6%
CIA
1258
CSat Investment Advisory
Michigan
$619K -$180K -810 -23%
JFGIW
1259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$618K
HFM
1260
Hartford Financial Management
Connecticut
$613K -$29.6K -133 -5%
PG
1261
Patten Group
Tennessee
$613K
CFG
1262
Citizens Financial Group
Rhode Island
$612K -$19.2K -86 -3%
OSAM
1263
O'Shaughnessy Asset Management
Connecticut
$606K -$445 -2 -0.1%
MBT
1264
Montecito Bank & Trust
California
$604K +$153K +687 +34%
QSS
1265
Quantitative Systematic Strategies
Florida
$601K -$1.94M -8,720 -76%
PMFA
1266
Plante Moran Financial Advisors
Michigan
$600K -$369K -1,660 -38%
MPI
1267
Mairs & Power Inc
Minnesota
$600K
GRP
1268
Global Retirement Partners
California
$599K -$9.12K -41 -1%
AWA
1269
Arete Wealth Advisors
Illinois
$597K +$14.5K +65 +2%
JDR
1270
Jay D. Rosenbaum
$595K +$8.91K +40 +2%
MFG
1271
Merit Financial Group
Georgia
$591K +$50.5K +227 +9%
LBC
1272
Lowe Brockenbrough & Co
Virginia
$582K
MWM
1273
Meridian Wealth Management
Kentucky
$579K +$33.4K +150 +6%
BCM
1274
Beck Capital Management
Texas
$577K -$22.3K -100 -4%
CCM
1275
Coldstream Capital Management
Washington
$577K +$95.9K +431 +20%