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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 %
AIS
1301
American Investment Services
Massachusetts
$509K +$668 +3 +0.1%
ACI
1302
Alpha Cubed Investments
California
$501K -$42.2K -208 -8%
SA
1303
Sicart Associates
New York
$501K
ADL
1304
Asset Dedication LLC
California
$500K -$6.46K -29 -1%
BB
1305
Bell Bank
North Dakota
$499K
APP
1306
Avantax Planning Partners
Iowa
$498K +$35.2K +158 +8%
SAM
1307
Silphium Asset Management
United Kingdom
$498K +$498K +2,237 New
SS
1308
Simplicity Solutions
Minnesota
$494K +$221K +992 +81%
EHC
1309
Everett Harris & Co
California
$492K -$5.57K -25 -1%
BCM
1310
Breiter Capital Management
Florida
$492K +$1.56K +7 +0.3%
B
1311
Bailard
California
$489K +$152K +682 +45%
LWAC
1312
Laurel Wealth Advisors (California)
California
$489K +$233K +1,047 +91%
NDSI
1313
Newman Dignan & Sheerar Inc
Rhode Island
$488K
AAP
1314
Arax Advisory Partners
Colorado
$487K -$258K -1,158 -35%
FC
1315
Ferris Capital
Massachusetts
$487K -$13.4K -60 -3%
TPWA
1316
TRUE Private Wealth Advisors
Oregon
$486K +$6.01K +27 +1%
IP
1317
Intellectus Partners
California
$478K
TFO
1318
Tarbox Family Office
California
$476K -$55K -247 -10%
CPA
1319
Court Place Advisors
Maryland
$473K
1WA
1320
180 Wealth Advisors
Washington
$473K +$118K +532 +33%
SIM
1321
Sadoff Investment Management
Wisconsin
$471K
DWM
1322
Dynasty Wealth Management
Florida
$471K +$471K +2,117 New
CT
1323
Clearstead Trust
Maine
$469K
DIP
1324
DT Investment Partners
Pennsylvania
$468K -$20.5K -92 -4%
HCP
1325
Holt Capital Partners
Texas
$467K