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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 %
FPC
1501
Falcon Point Capital
California
$256K -$19.6K -88 -7%
NB
1502
Nicolet Bankshares
Wisconsin
$256K +$18.5K +83 +8%
MTC
1503
McDaniel Terry & Co
Texas
$255K
EWA
1504
Exencial Wealth Advisors
Oklahoma
$255K +$255K +1,145 New
KTC
1505
Kistler-Tiffany Companies
Pennsylvania
$254K -$6.68K -30 -3%
LFA
1506
Legacy Financial Advisors
Kentucky
$254K +$24.9K +112 +11%
BWP
1507
BSW Wealth Partners
Colorado
$254K +$254K +1,142 New
NIA
1508
Northstar Investment Advisors
Colorado
$253K
PAS
1509
Partnervest Advisory Services
California
$253K +$253K +1,134 New
SFWA
1510
Summit Financial Wealth Advisors
Louisiana
$251K -$111K -555 -31%
CSIC
1511
Clifford Swan Investment Counsel
California
$251K
RM
1512
Resource Management
Louisiana
$250K -$1.11K -5 -0.4%
MSR
1513
Main Street Research
Connecticut
$248K +$248K +1,113 New
WPC
1514
Waters Parkerson & Co
Louisiana
$247K
MC
1515
Matisse Capital
Oregon
$247K
WCM
1516
Wallace Capital Management
Texas
$245K
EGA
1517
E&G Advisors
Texas
$245K +$245K +1,100 New
RWMH
1518
Riverpoint Wealth Management Holdings
Illinois
$242K +$9.55K +43 +4%
PFA
1519
Pure Financial Advisors
California
$242K +$242K +1,089 New
LA
1520
LVW Advisors
New York
$240K -$4.67K -21 -2%
TIA
1521
Tiemann Investment Advisors
California
$240K
SMFS
1522
Squar Milner Financial Services
California
$239K +$14.9K +67 +7%
SWA
1523
SFMG Wealth Advisors
Texas
$239K +$239K +1,210 New
PAM
1524
Private Asset Management
California
$238K -$40K -180 -14%
AC
1525
Allstate Corporation
Illinois
$234K -$24.9K -112 -10%