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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 %
WP
1451
WealthSource Partners
California
$302K +$60.6K +272 +25%
FMTCOCP
1452
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$301K -$105K -350 -26%
TC
1453
Truvestments Capital
Florida
$301K -$33.4K -150 -10%
WC
1454
Weil Company
California
$301K
QPWM
1455
Quadrant Private Wealth Management
Pennsylvania
$300K +$5.12K +23 +2%
NL
1456
NWAM LLC
Washington
$298K -$29.9K -134 -9%
WAG
1457
Winthrop Advisory Group
Massachusetts
$296K
PCIA
1458
Prime Capital Investment Advisors
Kansas
$296K +$263K +1,180 +787%
HA
1459
Hamel Associates
New Jersey
$294K -$78K -350 -21%
SCA
1460
Sage Capital Advisors
South Dakota
$294K +$8.9K +40 +3%
MHS
1461
M Holdings Securities
Oregon
$294K +$20.5K +92 +7%
PWAG
1462
Polaris Wealth Advisory Group
California
$294K +$264K +1,185 +878%
FPCP
1463
Fort Point Capital Partners
California
$294K +$294K +1,321 New
FHC
1464
First Heartland Consultants
Missouri
$293K +$31.4K +141 +12%
SIAS
1465
Shine Investment Advisory Services
Colorado
$291K -$2.67K -12 -0.9%
CIC
1466
Crawford Investment Counsel
Georgia
$291K +$15.3K +69 +6%
CPSAC
1467
Chas P. Smith & Associates (CPS)
Florida
$289K
BP
1468
BBR Partners
New York
$289K +$289K +1,297 New
SCM
1469
Schnieders Capital Management
California
$285K
CPIG
1470
Chicago Partners Investment Group
Illinois
$284K +$82.6K +433 +41%
TSW
1471
Thompson Siegel & Walmsley
Virginia
$283K
ACM
1472
Advisors Capital Management
New Jersey
$283K
TFS
1473
TrustCore Financial Services
Tennessee
$278K -$33.2K -149 -11%
HC
1474
Hamilton Capital
Ohio
$278K
FBT
1475
First Bank & Trust
South Dakota
$278K