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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 %
CAL
1601
Capital Advisors Ltd
Ohio
$140K
HWA
1602
Heritage Wealth Advisors
Virginia
$140K +$140K +630 New
CB
1603
Community Bank
New York
$138K -$11.1K -50 -7%
LWM
1604
Lenox Wealth Management
Ohio
$138K +$27.7K +124 +25%
SBL
1605
Sargent Bickham Lagudis
Colorado
$137K +$12.4K +56 +10%
NSB
1606
Norway Savings Bank
Maine
$136K -$9.63K -43 -7%
CWM
1607
Catamount Wealth Management
Connecticut
$134K
CHP
1608
Cable Hill Partners
Oregon
$134K +$1.3K +6 +1%
CPH
1609
C Partners Holding
Switzerland
$131K -$148K -665 -53%
TC
1610
Trust Company
Kansas
$130K -$5.56K -25 -4%
PCA
1611
Providence Capital Advisors
North Carolina
$129K +$40K +180 +45%
RBC
1612
Roble Belko & Company
Pennsylvania
$116K
FA
1613
Fortis Advisors
Pennsylvania
$116K
WPA
1614
West Paces Advisors
Georgia
$112K
PFBT
1615
Parkside Financial Bank & Trust
Missouri
$112K +$10.7K +48 +11%
ATC
1616
Adirondack Trust Company
New York
$111K -$1.34K -6 -1%
CT
1617
CPF Texas
Texas
$111K
CFA
1618
Carroll Financial Associates
North Carolina
$107K -$35.4K -160 -25%
WF
1619
WealthTrust Fairport
Ohio
$105K
BEAM
1620
Baker Ellis Asset Management
Washington
$104K +$104K +465 New
CGT
1621
Capital Guardian Trust
California
$103K +$103K +462 New
SQA
1622
Simon Quick Advisors
New Jersey
$102K
CBT
1623
Central Bank & Trust
Kentucky
$101K
EARNEST Partners
1624
EARNEST Partners
Georgia
$98K
SIMG
1625
Stephens Investment Management Group
Texas
$96K