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Mastercard

1,679 hedge funds and large institutions have $153B invested in Mastercard in 2018 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 585 increasing their positions, 680 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
+69
Holders Change %
+4.29%
% of All Funds
38.49%
Holding in Top 10
232
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.48%
% of All Funds
5.32%
New
148
Increased
585
Reduced
680
Closed
66
Calls
$1.26B
Puts
$1.4B
Net Calls
-$136M
Net Calls Change
+$722M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
1551
Gemmer Asset Management
California
$126K
CFA
1552
Carroll Financial Associates
North Carolina
$126K +$58.7K +300 +87%
CAL
1553
Capital Advisors Ltd
Ohio
$124K
CWM
1554
Catamount Wealth Management
Connecticut
$122K +$122K +600 New
TC
1555
Trust Company
Kansas
$120K -$23K -117 -16%
CHP
1556
Cable Hill Partners
Oregon
$120K
SMFG
1557
Sumitomo Mitsui Financial Group
Japan
$120K +$120K +609 New
FL
1558
Fort LP
Maryland
$120K +$120K +609 New
SBL
1559
Sargent Bickham Lagudis
Colorado
$110K -$166K -845 -60%
BCA
1560
Bay Colony Advisors
Massachusetts
$109K +$109K +554 New
FA
1561
Fortis Advisors
Pennsylvania
$103K
RBC
1562
Roble Belko & Company
Pennsylvania
$102K -$21.8K -111 -18%
WPA
1563
West Paces Advisors
Georgia
$99.2K
ATC
1564
Adirondack Trust Company
New York
$99K +$1.96K +10 +2%
CA
1565
Crewe Advisors
Utah
$99K +$31K +158 +46%
CT
1566
CPF Texas
Texas
$98K
LWM
1567
Lenox Wealth Management
Ohio
$97K +$17.3K +88 +22%
WF
1568
WealthTrust Fairport
Ohio
$92K
BWM
1569
Baystate Wealth Management
Massachusetts
$92K
SQA
1570
Simon Quick Advisors
New Jersey
$90K -$114K -583 -56%
PFBT
1571
Parkside Financial Bank & Trust
Missouri
$90K +$7.3K +37 +9%
CBT
1572
Central Bank & Trust
Kentucky
$89K
EARNEST Partners
1573
EARNEST Partners
Georgia
$86K +$4.9K +25 +6%
SIMG
1574
Stephens Investment Management Group
Texas
$85K
MCM
1575
Mainstay Capital Management
Michigan
$81K