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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 %
CAN
1326
Claraphi Advisory Network
United States
$261K +$261K +1,724 New
EI
1327
EDMP Inc
Florida
$260K
PHAM
1328
Palisades Hudson Asset Management
Florida
$260K
CBB
1329
Citizens Business Bank
California
$259K +$259K +1,709 New
OCM
1330
One Capital Management
California
$257K -$144K -954 -36%
WA
1331
Wealth Architects
California
$257K -$26.8K -177 -9%
SMC
1332
Smith, Moore & Co
Missouri
$257K -$2.27K -15 -0.9%
AFP
1333
Ausdal Financial Partners
Iowa
$257K +$11.7K +77 +5%
SWA
1334
Sutton Wealth Advisors
Florida
$256K +$757 +5 +0.3%
SFWA
1335
Summit Financial Wealth Advisors
Louisiana
$254K -$25.9K -171 -9%
BFO
1336
Boston Family Office
Massachusetts
$253K
Boston Partners
1337
Boston Partners
Massachusetts
$253K
BW
1338
Bison Wealth
Georgia
$253K
AWM
1339
Altavista Wealth Management
North Carolina
$251K +$28.6K +189 +13%
SBL
1340
Sargent Bickham Lagudis
Colorado
$250K +$147K +974 +144%
HHGA
1341
Halbert Hargrove Global Advisors
California
$249K -$5.14K -34 -2%
NSIM
1342
North Star Investment Management
Illinois
$247K +$303 +2 +0.1%
CCT
1343
Country Club Trust
Missouri
$246K +$246K +1,625 New
AWM
1344
AE Wealth Management
Kansas
$246K +$246K +1,625 New
Carson Wealth (CWM LLC)
1345
Carson Wealth (CWM LLC)
Nebraska
$245K -$205K -1,355 -46%
BMO
1346
Beck Mack & Oliver
New York
$244K
BFC
1347
Bedel Financial Consulting
Indiana
$244K +$244K +1,612 New
SCA
1348
Strategic Capital Advisers
Colorado
$243K +$243K +1,608 New
CP
1349
Coho Partners
Pennsylvania
$242K
BAM
1350
Brave Asset Management
New Jersey
$242K