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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 %
LWM
1501
Lenox Wealth Management
Ohio
$46K -$17.2K -113 -27%
DPA
1502
Delphi Private Advisors
California
$45K +$45K +300 New
1IA
1503
1834 Investment Advisors
Wisconsin
$45K +$45K +300 New
CJA
1504
C-J Advisory
California
$40K
RFM
1505
Royal Fund Management
Florida
$40K +$6.34K +42 +19%
FMB
1506
Field & Main Bank
Kentucky
$39K +$39K +260 New
KF
1507
Krilogy Financial
Missouri
$38K -$279K -1,865 -88%
CB
1508
CNB Bank
Pennsylvania
$38K +$38K +250 New
DAM
1509
Delta Asset Management
Tennessee
$36K
M
1510
MOTCO
Texas
$36K
CP
1511
Corbenic Partners
Pennsylvania
$34K
MIC
1512
MU Investments Company
Japan
$33K -$12K -80 -27%
LA
1513
Legacy Advisors
Pennsylvania
$31K
JFA
1514
JNBA Financial Advisors
Minnesota
$30K
PFO
1515
Pathstone Family Office
New Jersey
$30K
SIAP
1516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$30K +200 New
MWM
1517
Mascoma Wealth Management
New Hampshire
$29K
SPI
1518
Santori & Peters Inc
Pennsylvania
$29K +$29K +179 New
FAM
1519
Fred Alger Management
New York
$22K
BWL
1520
Bogart Wealth LLC
Virginia
$21K -$41.4K -276 -66%
FFG
1521
Ford Financial Group
California
$21K +$21K +135 New
MFT
1522
Moisand Fitzgerald Tamayo
Florida
$20K -$10.1K -67 -34%
NC
1523
NewSquare Capital
Pennsylvania
$20K -$6.67K -45 -25%
AIL
1524
AGF Investments LLC
Ontario, Canada
$20K +$8.79K +58 +78%
AP
1525
Advisors Preferred
Maryland
$17K -$49K -326 -74%