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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 %
CWS
1301
Cypress Wealth Services
California
$295K +$295K +1,949 New
TWA
1302
TCI Wealth Advisors
Arizona
$294K +$27.9K +184 +10%
BBNB
1303
Baker Boyer National Bank
Washington
$291K +$13.2K +87 +5%
BFO
1304
Biltmore Family Office
North Carolina
$290K +$290K +1,917 New
IA
1305
Independence Advisors
Pennsylvania
$288K
TW
1306
Transform Wealth
Colorado
$288K
ECM
1307
Evergreen Capital Management
Washington
$285K +$285K +1,884 New
CCM
1308
Coldstream Capital Management
Washington
$284K +$10.8K +71 +4%
GWS
1309
Glassman Wealth Services
Virginia
$282K -$10.8K -71 -4%
VCM
1310
Versant Capital Management
Arizona
$281K
UBV
1311
United Bank (Virginia)
Virginia
$280K +$280K +1,849 New
TAMH
1312
Taikang Asset Management (HK)
Hong Kong
$280K +$280K +1,849 New
MC
1313
Moors & Cabot
Massachusetts
$279K +$39.6K +261 +17%
WFMPM
1314
Woodley Farra Manion Portfolio Management
Indiana
$273K
CAG
1315
Csenge Advisory Group
Florida
$270K -$51.4K -340 -16%
VC
1316
Vicus Capital
Pennsylvania
$269K +$16.2K +107 +6%
MCM
1317
Manchester Capital Management
Vermont
$268K
QCG
1318
Quadrant Capital Group
Ohio
$268K +$46.8K +322 +21%
SIP
1319
Stoneridge Investment Partners
Pennsylvania
$267K
CPH
1320
C Partners Holding
Switzerland
$267K +$267K +1,765 New
RW
1321
REDW Wealth
New Mexico
$266K
Loomis, Sayles & Company
1322
Loomis, Sayles & Company
Massachusetts
$265K
RA
1323
RFG Advisory
Alabama
$264K +$45.8K +290 +21%
MMPW
1324
Mitchell McLeod Pugh & Williams
Alabama
$264K +$264K +1,745 New
HWM
1325
Highwater Wealth Management
Colorado
$263K -$10.6K -70 -4%