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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 %
MA
1351
MCF Advisors
Kentucky
$45K +$10.7K +75 +31%
ACM
1352
Aviance Capital Management
Florida
$43K -$4.1K -29 -9%
CB
1353
Community Bank
New York
$43K
MIC
1354
MU Investments Company
Japan
$42K -$14K -100 -25%
CGI
1355
CI Global Investments
California
$41K -$19.1M -136,695 -100%
ANBT
1356
American National Bank & Trust
Texas
$38K
CJA
1357
C-J Advisory
California
$37K +$1.56K +11 +4%
M
1358
MOTCO
Texas
$34K +$18.9K +132 +125%
DAM
1359
Delta Asset Management
Tennessee
$34K +$28.3K +200 +500%
CP
1360
Corbenic Partners
Pennsylvania
$32K
VIA
1361
Vantage Investment Advisors
Pennsylvania
$32K +$21.3K +150 +200%
RFM
1362
Royal Fund Management
Florida
$31K
LA
1363
Legacy Advisors
Pennsylvania
$29K +$29K +211 New
JFA
1364
JNBA Financial Advisors
Minnesota
$28K
PFO
1365
Pathstone Family Office
New Jersey
$28K
MFT
1366
Moisand Fitzgerald Tamayo
Florida
$28K +$28K +200 New
BA
1367
Bristlecone Advisors
Washington
$28K +$28K +200 New
NC
1368
NewSquare Capital
Pennsylvania
$25K
MWM
1369
Mascoma Wealth Management
New Hampshire
$24K
CAPTRUST Financial Advisors
1370
CAPTRUST Financial Advisors
North Carolina
$23K +$23K +137 New
FAM
1371
Fred Alger Management
New York
$20K +$6.67K +48 +50%
FMA
1372
FNY Managed Accounts
New York
$19K +$19K +136 New
RBC
1373
Roble Belko & Company
Pennsylvania
$18K
BIMC
1374
Benson Investment Management Company
Virginia
$17K
EWM
1375
Edge Wealth Management
New York
$14K -$6.3K -45 -31%