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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 %
MAM
1351
Morse Asset Management
Connecticut
$242K
ACP
1352
Ashfield Capital Partners
California
$241K
PA
1353
Prism Advisors
California
$241K +$241K +1,595 New
AWA
1354
Arete Wealth Advisors
Illinois
$240K +$2.12K +14 +0.9%
CBU
1355
CIBC Bank USA
Illinois
$240K +$15.2K +100 +7%
B
1356
Bailard
California
$239K -$20.4K -135 -8%
ADL
1357
Asset Dedication LLC
California
$239K +$226K +1,529 +1,778%
KCM
1358
Kendall Capital Management
Maryland
$237K +$237K +1,565 New
NL
1359
NWAM LLC
Washington
$235K -$123K -815 -34%
OC
1360
Oakworth Capital
Alabama
$235K
CCMG
1361
Clark Capital Management Group
Pennsylvania
$235K +$235K +1,551 New
WG
1362
Welch Group
Alabama
$234K
JA
1363
JOYN Advisors
Georgia
$234K +$234K +1,546 New
KJWM
1364
Kiley Juergens Wealth Management
Washington
$234K +$234K +1,547 New
BCAM
1365
Boston Common Asset Management
Massachusetts
$233K
LIM
1366
Lagoda Investment Management
New York
$231K -$7.27K -48 -3%
BIG
1367
Bellwether Investment Group
Tennessee
$227K -$302 -2 -0.1%
SSP
1368
Sapphire Star Partners
Washington
$227K
FPF
1369
FNY Partners Fund
New York
$227K +$174K +1,150 +329%
FC
1370
Financial Consulate
Maryland
$226K
JCM
1371
Jacobi Capital Management
Pennsylvania
$225K +$97.7K +614 +77%
PWPS
1372
Pinnacle Wealth Planning Services
Ohio
$225K +$225K +1,482 New
1WA
1373
180 Wealth Advisors
Washington
$223K +$223K +1,472 New
HFA
1374
Huber Financial Advisors
Illinois
$222K +$222K +1,470 New
HWA
1375
HCR Wealth Advisors
California
$220K -$27.1K -179 -11%