MA icon

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 %
BOS
1576
Bingham Osborn & Scarborough
California
$202K +$202K +906 New
AIP
1577
Ahrens Investment Partners
Louisiana
$202K +$202K +906 New
NFC
1578
Northeast Financial Consultants
Connecticut
$202K +$202K +909 New
LD
1579
Lipe & Dalton
New York
$200K
UIM
1580
Underhill Investment Management
California
$200K +$200K +900 New
ST
1581
Sentinel Trust
Texas
$200K +$200K +900 New
TDC
1582
Thompson Davis & Co
Virginia
$196K -$4.46K -20 -2%
MUS
1583
Mitsubishi UFJ Securities
Japan
$196K
OIA
1584
OneDigital Investment Advisors
Kansas
$196K
GCM
1585
Gladius Capital Management
Illinois
$193K -$538K -2,418 -74%
FPFS
1586
First Personal Financial Services
North Carolina
$193K +$47.1K +211 +32%
MSFP
1587
Mark Sheptoff Financial Planning
Connecticut
$184K
OGC
1588
Oak Grove Capital
New Hampshire
$178K
SIM
1589
Sonora Investment Management
Arizona
$174K
FIB
1590
First Interstate Bank
Montana
$174K
ECM
1591
EII Capital Management
New York
$174K +$20.2K +108 +13%
LWA
1592
Lenox Wealth Advisors
New York
$165K -$23.1K -104 -12%
CLOS
1593
Compagnie Lombard Odier SCmA
Switzerland
$156K -$44.6K -200 -22%
POIA
1594
Pin Oak Investment Advisors
Texas
$152K +$222 +1 +0.1%
MCM
1595
MV Capital Management
Maryland
$148K
BWL
1596
Bogart Wealth LLC
Virginia
$148K +$120K +539 +435%
MPIA
1597
Mountain Pacific Investment Advisers
Idaho
$148K +$148K +666 New
VRM
1598
Vectors Research Management
New York
$147K +$147K +743 New
ICM
1599
IMS Capital Management
Oregon
$145K +$145K +650 New
GAM
1600
Gemmer Asset Management
California
$142K