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Mastercard

1,610 hedge funds and large institutions have $138B invested in Mastercard in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 529 increasing their positions, 739 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+40
Holders Change %
+2.55%
% of All Funds
36.95%
Holding in Top 10
210
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.51%
% of All Funds
4.82%
New
129
Increased
529
Reduced
739
Closed
68
Calls
$1.12B
Puts
$1.98B
Net Calls
-$858M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
1501
Loomis, Sayles & Company
Massachusetts
$93K -$214K -1,220 -70%
FA
1502
Fortis Advisors
Pennsylvania
$92K +$4.05K +23 +5%
LFA
1503
Legacy Financial Advisors
Kentucky
$91K -$69.4K -401 -43%
ATC
1504
Adirondack Trust Company
New York
$89K -$8.09K -45 -8%
WPA
1505
West Paces Advisors
Georgia
$88.5K
CT
1506
CPF Texas
Texas
$88K
RFWA
1507
RPg Family Wealth Advisory
Massachusetts
$84.8K +$84.8K +484 New
WF
1508
WealthTrust Fairport
Ohio
$82K +$82K +470 New
CLOS
1509
Compagnie Lombard Odier SCmA
Switzerland
$80K -$130K -742 -62%
CBT
1510
Central Bank & Trust
Kentucky
$80K -$22.2K -126 -22%
BWM
1511
Baystate Wealth Management
Massachusetts
$79K -$19.1K -109 -19%
Capstone Investment Advisors
1512
Capstone Investment Advisors
New York
$76K +$76K +434 New
SIMG
1513
Stephens Investment Management Group
Texas
$75K
PFBT
1514
Parkside Financial Bank & Trust
Missouri
$74K +$1.94K +11 +3%
EARNEST Partners
1515
EARNEST Partners
Georgia
$73K
MCM
1516
Mainstay Capital Management
Michigan
$71K -$1.39K -8 -2%
LWM
1517
Lenox Wealth Management
Ohio
$71K +$18K +103 +34%
PCA
1518
Providence Capital Advisors
North Carolina
$70K
KPCM
1519
Kings Point Capital Management
New York
$69K
AIM
1520
Arcadia Investment Management
Michigan
$69K
HFP
1521
Holistic Financial Partners
Indiana
$66K
IBOK
1522
Independence Bank of Kentucky
Kentucky
$63K
MSA
1523
Marino Stram & Associates
Massachusetts
$63K
GBBWRPM
1524
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$61K
BCM
1525
Blume Capital Management
California
$61K