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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 %
JFA
1601
JNBA Financial Advisors
Minnesota
$39K
BCI
1602
Brinker Capital Investments
Pennsylvania
$39K
PFO
1603
Pathstone Family Office
New Jersey
$39K
SIAP
1604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K
CIM
1605
Contravisory Investment Management
Massachusetts
$39K +$585 +3 +2%
CFD
1606
Creative Financial Designs
Indiana
$39K +$39K +196 New
TG
1607
TLP Group
Illinois
$38K -$228K -1,145 -86%
AIS
1608
AlphaOne Investment Services
Pennsylvania
$36K +$36K +185 New
MWM
1609
Mascoma Wealth Management
New Hampshire
$33K
JGIA
1610
Jackson Grant Investment Advisers
Connecticut
$30K
CTB
1611
Country Trust Bank
Illinois
$29K +$10.2K +52 +54%
CG
1612
Cutler Group
California
$29K +$29K +150 New
PCIA
1613
Prime Capital Investment Advisors
Kansas
$29K +$29K +150 New
RCWMU
1614
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K +$28K +144 New
FWM
1615
Focused Wealth Management
New York
$27K +$27K +135 New
M
1616
MOTCO
Texas
$26K
MFT
1617
Moisand Fitzgerald Tamayo
Florida
$26K
HR
1618
Howe & Rusling
New York
$26K +$3.52K +18 +16%
CWA
1619
Clarus Wealth Advisors
Arizona
$26K +$26K +150 New
PGA
1620
Premia Global Advisors
Florida
$25K -$157K -831 -86%
WWM
1621
Wagner Wealth Management
South Carolina
$25K +$10.8K +55 +76%
PWAG
1622
Polaris Wealth Advisory Group
California
$24K -$133K -750 -85%
BWL
1623
Bogart Wealth LLC
Virginia
$24K -$3.1K -16 -11%
BIMC
1624
Benson Investment Management Company
Virginia
$24K
BA
1625
Ballew Advisors
Mississippi
$23K