MA icon

Mastercard

1,334 hedge funds and large institutions have $92.3B invested in Mastercard in 2017 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 499 increasing their positions, 573 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
33.26%
Holding in Top 10
136
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.62%
% of All Funds
3.39%
New
98
Increased
499
Reduced
573
Closed
79
Calls
$573M
Puts
$540M
Net Calls
+$32.5M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
1301
Roble Belko & Company
Pennsylvania
$14K
CFA
1302
CT Financial Advisors
Pennsylvania
$13.6K
TCM
1303
Tradewinds Capital Management
Washington
$13K -$346K -3,007 -96%
BIMC
1304
Benson Investment Management Company
Virginia
$13K
WP
1305
WealthPLAN Partners
Nebraska
$11.2K +$11.2K +100 New
AWM
1306
AllSquare Wealth Management
New York
$11K -$47.6K -433 -81%
VWM
1307
Valley Wealth Managers
New Jersey
$11K
IP
1308
Isthmus Partners
Wisconsin
$11K
NCM
1309
New Capital Management
Texas
$11K
AAF
1310
Andra AP-fonden
Sweden
$11K +$1.06K +9,400 +11%
VIA
1311
Vantage Investment Advisors
Pennsylvania
$10K -$1.15K -10 -10%
NYLT
1312
New York Life Trust
New York
$9K -$110K -956 -92%
ADL
1313
Asset Dedication LLC
California
$9K -$5.02K -48 -36%
FPS
1314
Fieldpoint Private Securities
Connecticut
$9K +$9K +76 New
CYG
1315
Clean Yield Group
Vermont
$9K +$9K +80 New
HDIM
1316
Hanson & Doremus Investment Management
Vermont
$9K +$9K +80 New
FCFS
1317
First Command Financial Services
Texas
$9K +$9K +82 New
FCB
1318
First Command Bank
Texas
$9K +$9K +82 New
IF
1319
Ironwood Financial
Arizona
$7K
MCM
1320
MV Capital Management
Maryland
$7K
CPIG
1321
Chicago Partners Investment Group
Illinois
$7K +$7K +64 New
AA
1322
Apriem Advisors
California
$6K
MUS
1323
Mitsubishi UFJ Securities
Japan
$4K -$5K -50 -56%
CWM
1324
Catamount Wealth Management
Connecticut
$4K
ST
1325
Somerset Trust
Pennsylvania
$4K +$4K +32 New