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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 %
BWL
1551
Bogart Wealth LLC
Virginia
$25K
NC
1552
NewSquare Capital
Pennsylvania
$24K
M
1553
MOTCO
Texas
$23K -$18.5K -106 -45%
MFT
1554
Moisand Fitzgerald Tamayo
Florida
$23K
WDL
1555
Well Done LLC
Michigan
$23K +$23K +132 New
BIMC
1556
Benson Investment Management Company
Virginia
$21K +$21K +120 New
Cohen & Steers
1557
Cohen & Steers
New York
$20K +$20K +112 New
HR
1558
Howe & Rusling
New York
$20K +$20K +115 New
BA
1559
Ballew Advisors
Mississippi
$20K +$20K +115 New
HI
1560
Hudock Inc
Pennsylvania
$20K +$20K +118 New
AWM
1561
AllSquare Wealth Management
New York
$18K
EWM
1562
Edge Wealth Management
New York
$18K
FMP
1563
Financial Management Professionals
Texas
$18K
PFGIA
1564
Patriot Financial Group Insurance Agency
Massachusetts
$18K
NCM
1565
New Capital Management
Texas
$18K
BAM
1566
Bruderman Asset Management
New York
$18K +$18K +100 New
WIM
1567
Westside Investment Management
California
$17.5K +$17.5K +102 New
CTB
1568
Country Trust Bank
Illinois
$17K +$8.85K +50 +109%
AP
1569
Advisors Preferred
Maryland
$16K -$3.87K -22 -19%
PS
1570
Portfolio Strategies
New York
$16K
SAM
1571
Shamrock Asset Management
Texas
$16K +$1.93K +10 +14%
LFG
1572
LifePlan Financial Group
Ohio
$15K +$15K +83 New
FCB
1573
First Command Bank
Texas
$14.4K
HDIM
1574
Hanson & Doremus Investment Management
Vermont
$14K
FCFS
1575
First Command Financial Services
Texas
$14K