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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 %
TPWA
1376
TRUE Private Wealth Advisors
Oregon
$220K +$220K +1,460 New
FHB
1377
First Hawaiian Bank
Hawaii
$219K -$74.5K -492 -25%
HC
1378
Hamilton Capital
Ohio
$219K +$219K +1,446 New
KIA
1379
KCM Investment Advisors
California
$219K +$219K +1,450 New
TSW
1380
Thompson Siegel & Walmsley
Virginia
$215K
LWAC
1381
Laurel Wealth Advisors (California)
California
$215K +$215K +1,423 New
NB
1382
NBT Bank
New York
$214K -$10.6K -70 -5%
SCM
1383
Sterling Capital Management
North Carolina
$214K +$214K +1,413 New
PL
1384
Perpetual Ltd
Australia
$213K -$30.4K -200 -13%
CPSAC
1385
Chas P. Smith & Associates (CPS)
Florida
$213K +$213K +1,407 New
MGAM
1386
McGowan Group Asset Management
Texas
$213K +$213K +1,407 New
LIC
1387
Lodestar Investment Counsel
Illinois
$213K +$213K +1,408 New
IIM
1388
Ipswich Investment Management
Massachusetts
$212K +$212K +1,400 New
CL
1389
Choreo LLC
Illinois
$212K +$212K +1,402 New
DBRC
1390
D.B. Root & Company
Pennsylvania
$211K +$211K +1,392 New
CIP
1391
Convergence Investment Partners
Florida
$211K +$211K +1,394 New
MOS
1392
MGO One Seven
Ohio
$210K +$210K +1,387 New
ACP
1393
Arcus Capital Partners
Georgia
$210K +$210K +1,390 New
PAA
1394
Peregrine Asset Advisers
Oregon
$209K +$209K +1,380 New
AFNAS
1395
American Financial Network Advisory Services
California
$208K -$94.8K -627 -31%
MPI
1396
Mairs & Power Inc
Minnesota
$207K +$207K +1,368 New
WKWM
1397
Walter & Keenan Wealth Management
Indiana
$207K +$207K +1,368 New
GC
1398
Grimes & Company
Massachusetts
$207K +$207K +1,369 New
FCMT
1399
Founders Capital Management (Texas)
Texas
$205K -$116K -770 -36%
MCM
1400
MAI Capital Management
Ohio
$205K +$205K +1,354 New