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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 %
AIM
1551
Advantage Investment Management
Iowa
$221K +$62K +279 +39%
KM
1552
Kalos Management
Georgia
$221K +$221K +1,036 New
BTNA
1553
Bremer Trust National Association
Minnesota
$219K +$219K +983 New
FI
1554
FormulaFolio Investments
Michigan
$218K -$8.68K -39 -4%
PCP
1555
Proficio Capital Partners
Massachusetts
$218K +$2.67K +12 +1%
SFM
1556
Signet Financial Management
New Jersey
$217K -$31.5K -142 -13%
WI
1557
Wintrust Investments
Illinois
$217K -$20.9K -94 -9%
ESBC
1558
E.S. Barr & Co
Kentucky
$217K +$217K +973 New
SCM
1559
Southport Capital Management
Tennessee
$216K +$216K +969 New
EWM
1560
Empirical Wealth Management
Washington
$213K +$213K +959 New
FFC
1561
First Financial Corp
Indiana
$212K
LWA
1562
Lowe Wealth Advisors
Maryland
$212K
NB
1563
NBT Bank
New York
$212K +$212K +952 New
KWM
1564
Kingsview Wealth Management
Oregon
$211K +$211K +948 New
IIC
1565
Integrated Investment Consultants
Michigan
$210K +$210K +943 New
PFS
1566
Prospera Financial Services
Texas
$209K -$259K -1,249 -55%
RP
1567
Rice Partnership
Hawaii
$209K +$209K +937 New
SYBT
1568
Stock Yards Bank & Trust
Kentucky
$209K +$209K +937 New
SFS
1569
Sowell Financial Services
Arkansas
$209K +$209K +938 New
CA
1570
Continuum Advisory
Idaho
$208K +$208K +928 New
BRWM
1571
B. Riley Wealth Management
Tennessee
$208K +$208K +933 New
AIP
1572
Almanack Investment Partners
Pennsylvania
$208K +$208K +1,000 New
WAM
1573
Weiss Asset Management
Massachusetts
$205K +$205K +919 New
CHA
1574
Carmichael Hill & Associates
Maryland
$204K +$204K +918 New
SAM
1575
SignalPoint Asset Management
Missouri
$203K +$203K +914 New