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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 %
PFGIA
1526
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$7.15K +45 +73%
FMP
1527
Financial Management Professionals
Texas
$15K
CIM
1528
Contravisory Investment Management
Massachusetts
$15K
EWM
1529
Edge Wealth Management
New York
$15K
AWM
1530
AllSquare Wealth Management
New York
$15K
IP
1531
Isthmus Partners
Wisconsin
$15K
NCM
1532
New Capital Management
Texas
$15K
Financial Engines Advisors
1533
Financial Engines Advisors
California
$15K +$15K +100 New
PS
1534
Portfolio Strategies
New York
$14K +$14K +90 New
VCM
1535
Vigilant Capital Management
Maine
$14K +$14K +95 New
Walleye Trading
1536
Walleye Trading
New York
$12.4K +$5.22K +34,455 +73%
FCB
1537
First Command Bank
Texas
$12K
HDIM
1538
Hanson & Doremus Investment Management
Vermont
$12K
AIS
1539
Accurate Investment Solutions
Pennsylvania
$12K
FCFS
1540
First Command Financial Services
Texas
$12K
WWM
1541
Wagner Wealth Management
South Carolina
$12K +$12K +72 New
LWA
1542
Lenox Wealth Advisors
New York
$12K +$11.4K +77 +1,925%
SAM
1543
Shamrock Asset Management
Texas
$11K +$6.03K +40 +121%
IF
1544
Ironwood Financial
Arizona
$9K
WA
1545
WealthTrust-Arizona
Arizona
$9K
AWA
1546
Acorn Wealth Advisors
Michigan
$9K +$9K +59 New
CFA
1547
Camarda Financial Advisors
Florida
$8K
RPC
1548
Rossmore Private Capital
Connecticut
$7.11K +$7.11K +47 New
VNA
1549
Valley National Advisers
Pennsylvania
$7K
CTB
1550
Country Trust Bank
Illinois
$7K