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Mastercard

1,734 hedge funds and large institutions have $174B invested in Mastercard in 2018 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 593 increasing their positions, 747 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+55
Holders Change %
+3.28%
% of All Funds
39.71%
Holding in Top 10
249
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+7.33%
% of All Funds
5.7%
New
118
Increased
593
Reduced
747
Closed
47
Calls
$1.31B
Puts
$1.23B
Net Calls
+$76.8M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMG
1376
Clark Capital Management Group
Pennsylvania
$395K +$70.5K +317 +22%
HHGA
1377
Halbert Hargrove Global Advisors
California
$392K -$16.3K -73 -4%
IIA
1378
IPG Investment Advisors
California
$389K +$123K +554 +46%
MMPW
1379
Mitchell McLeod Pugh & Williams
Alabama
$388K
RW
1380
REDW Wealth
New Mexico
$383K
ZIC
1381
ZWJ Investment Counsel
Georgia
$383K +$133K +597 +53%
PHAM
1382
Palisades Hudson Asset Management
Florida
$382K
AWM
1383
Arbor Wealth Management
Florida
$380K -$76K -342 -17%
Kovitz Investment Group Partners
1384
Kovitz Investment Group Partners
Illinois
$379K -$97.9K -440 -21%
MOS
1385
MGO One Seven
Ohio
$379K +$379K +1,707 New
SMC
1386
Smith, Moore & Co
Missouri
$378K -$6.68K -30 -2%
BFO
1387
Biltmore Family Office
North Carolina
$378K
VI
1388
Versor Investments
New York
$378K +$378K +1,700 New
VCM
1389
Versant Capital Management
Arizona
$376K -$7.77K -35 -2%
SWA
1390
Sutton Wealth Advisors
Florida
$375K
AF
1391
Advisornet Financial
Minnesota
$374K -$81.4K -366 -18%
FLPIM
1392
F.L. Putnam Investment Management
Massachusetts
$374K -$33.4K -150 -8%
BO
1393
BRR OpCo
Ohio
$374K +$445 +2 +0.1%
BW
1394
Bison Wealth
Georgia
$373K
Boston Partners
1395
Boston Partners
Massachusetts
$373K
WA
1396
Wealth Architects
California
$372K -$3.79K -17 -1%
AB
1397
Atlas Brown
Kentucky
$370K
FBC
1398
Fairfield, Bush & Co
Connecticut
$368K
OC
1399
Oakworth Capital
Alabama
$364K
BMO
1400
Beck Mack & Oliver
New York
$363K -$6.69K -30 -2%