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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 %
FBT
1426
First Bank & Trust
South Dakota
$173K -$23.3K -154 -12%
JG
1427
Jefferies Group
New York
$172K -$3.96M -26,189 -96%
TDC
1428
Thompson Davis & Co
Virginia
$163K +$50.5K +333 +45%
CPIG
1429
Chicago Partners Investment Group
Illinois
$159K +$15.2K +101 +11%
LWA
1430
Lowe Wealth Advisors
Maryland
$156K -$3.79K -25 -2%
PAM
1431
Paradigm Asset Management
New York
$151K
CAM
1432
Cacti Asset Management
Georgia
$151K -$302K -2,000 -67%
PGA
1433
Premia Global Advisors
Florida
$145K +$145K +963 New
OSAM
1434
O'Shaughnessy Asset Management
Connecticut
$143K +$134K +888 +1,505%
OIA
1435
OneDigital Investment Advisors
Kansas
$142K +$26.4K +175 +23%
PCP
1436
Proficio Capital Partners
Massachusetts
$141K +$3.94K +26 +3%
LFA
1437
Legacy Financial Advisors
Kentucky
$140K +$140K +927 New
LD
1438
Lipe & Dalton
New York
$136K
KA
1439
Kaizen Advisory
Illinois
$135K +$135K +893 New
ABA
1440
American Beacon Advisors
Texas
$134K
MUS
1441
Mitsubishi UFJ Securities
Japan
$133K +$51.4K +340 +63%
C
1442
Cerebellum
California
$133K +$133K +877 New
SIM
1443
Sonora Investment Management
Arizona
$126K
MSFP
1444
Mark Sheptoff Financial Planning
Connecticut
$125K
SC
1445
Slow Capital
California
$125K +$125K +825 New
CG
1446
Cutler Group
California
$124K
FGC
1447
Financial Gravity Companies
Texas
$123K +$123K +727 New
FIB
1448
First Interstate Bank
Montana
$122K -$246K -1,620 -67%
TFS
1449
TrustCore Financial Services
Tennessee
$120K +$120K +793 New
TC
1450
Trust Company
Kansas
$118K -$5.92K -39 -5%