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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 %
FPFS
1301
First Personal Financial Services
North Carolina
$146K +$58.7K +418 +67%
PAM
1302
Paradigm Asset Management
New York
$141K
HIIFS
1303
Harel Insurance Investments & Financial Services
Israel
$141K
IIC
1304
Integrated Investment Consultants
Michigan
$140K +$12.7K +90 +10%
CPIG
1305
Chicago Partners Investment Group
Illinois
$135K +$2.13K +15 +2%
HCA
1306
Horan Capital Advisors
Ohio
$131K +$131K +930 New
PCP
1307
Proficio Capital Partners
Massachusetts
$128K
LD
1308
Lipe & Dalton
New York
$127K
ABA
1309
American Beacon Advisors
Texas
$125K
SIM
1310
Sonora Investment Management
Arizona
$117K
PWM
1311
Perigon Wealth Management
California
$116K -$815K -5,799 -88%
CG
1312
Cutler Group
California
$116K -$352K -2,500 -75%
MSFP
1313
Mark Sheptoff Financial Planning
Connecticut
$116K
JCM
1314
Jacobi Capital Management
Pennsylvania
$116K
TC
1315
Trust Company
Kansas
$115K -$15.2K -108 -12%
AIM
1316
Advantage Investment Management
Iowa
$112K
KPCM
1317
Kings Point Capital Management
New York
$109K +$26.9K +190 +33%
OIA
1318
OneDigital Investment Advisors
Kansas
$108K -$25.3K -180 -19%
NSB
1319
Norway Savings Bank
Maine
$107K -$28.2K -200 -21%
WAP
1320
Wealthcare Advisory Partners
Pennsylvania
$106K +$106K +748 New
TDC
1321
Thompson Davis & Co
Virginia
$105K -$17.7K -125 -14%
MCIA
1322
Mountain Capital Investment Advisors
Colorado
$104K
FHA
1323
First Horizon Advisors
Tennessee
$104K +$2.13K +15 +2%
SQA
1324
Simon Quick Advisors
New Jersey
$102K +$102K +721 New
SBL
1325
Sargent Bickham Lagudis
Colorado
$96K