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Mastercard

1,366 hedge funds and large institutions have $99.4B invested in Mastercard in 2017 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 480 increasing their positions, 569 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,366
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
34.11%
Holding in Top 10
132
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.94%
% of All Funds
3.3%
New
102
Increased
480
Reduced
569
Closed
57
Calls
$756M
Puts
$706M
Net Calls
+$50.9M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CHP
1326
Cable Hill Partners
Oregon
$28K
RFM
1327
Royal Fund Management
Florida
$27K -$10K -83 -27%
CP
1328
Corbenic Partners
Pennsylvania
$27K
PFO
1329
Pathstone Family Office
New Jersey
$24K -$2.88K -24 -11%
JFA
1330
JNBA Financial Advisors
Minnesota
$24K
ZB
1331
Zions Bancorporation
Utah
$22K -$4.04K -34 -16%
NC
1332
NewSquare Capital
Pennsylvania
$22K
MWM
1333
Mascoma Wealth Management
New Hampshire
$21K
EWM
1334
Edge Wealth Management
New York
$18K -$9.93K -80 -36%
RBC
1335
Roble Belko & Company
Pennsylvania
$15K
BIMC
1336
Benson Investment Management Company
Virginia
$15K
M
1337
MOTCO
Texas
$13K +$13K +106 New
VWA
1338
V Wealth Advisors
Kansas
$13K +$13K +110 New
FMP
1339
Financial Management Professionals
Texas
$12K -$18K -150 -60%
IP
1340
Isthmus Partners
Wisconsin
$12K
AWM
1341
AllSquare Wealth Management
New York
$12K
FAM
1342
Fred Alger Management
New York
$12K +$12K +96 New
BAM
1343
Bruderman Asset Management
New York
$12K +$12K +100 New
SJIM
1344
St. Johns Investment Management
Florida
$12K +$12K +100 New
ADL
1345
Asset Dedication LLC
California
$11K
NCM
1346
New Capital Management
Texas
$11K
HDIM
1347
Hanson & Doremus Investment Management
Vermont
$10K
FCB
1348
First Command Bank
Texas
$10K
FCFS
1349
First Command Financial Services
Texas
$10K
WA
1350
WealthTrust-Arizona
Arizona
$9K -$18.4K -145 -67%