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Mastercard

1,782 hedge funds and large institutions have $145B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 655 increasing their positions, 694 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+48
Holders Change %
+2.77%
% of All Funds
39.77%
Holding in Top 10
231
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.23%
% of All Funds
5.16%
New
206
Increased
655
Reduced
694
Closed
139
Calls
$1.33B
Puts
$1.49B
Net Calls
-$162M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1626
Mark Sheptoff Financial Planning
Connecticut
$156K
FCMT
1627
Founders Capital Management (Texas)
Texas
$151K -$67K -355 -31%
FIB
1628
First Interstate Bank
Montana
$147K
Schroder Investment Management Group
1629
Schroder Investment Management Group
United Kingdom
$146K -$1.82K -9,626 -1%
GAM
1630
Gemmer Asset Management
California
$144K +$23.4K +124 +19%
CIAS
1631
Capital Investment Advisory Services
North Carolina
$142K +$142K +752 New
LWA
1632
Lenox Wealth Advisors
New York
$140K
CAL
1633
Capital Advisors Ltd
Ohio
$136K +$17K +90 +14%
PAMU
1634
Pictet Asset Management (UK)
United Kingdom
$134K +$13.5K +71,400 +11%
POIA
1635
Pin Oak Investment Advisors
Texas
$129K
CWM
1636
Catamount Wealth Management
Connecticut
$127K
MCM
1637
MV Capital Management
Maryland
$125K
BAM
1638
Bruderman Asset Management
New York
$122K +$103K +546 +546%
CHP
1639
Cable Hill Partners
Oregon
$121K +$4.16K +22 +4%
NCM
1640
Next Capital Management
New York
$119K +$119K +631 New
HWA
1641
Heritage Wealth Advisors
Virginia
$118K
SBL
1642
Sargent Bickham Lagudis
Colorado
$116K +$188 +1 +0.2%
CB
1643
Community Bank
New York
$115K -$1.89K -10 -2%
NSB
1644
Norway Savings Bank
Maine
$114K
PFBT
1645
Parkside Financial Bank & Trust
Missouri
$111K +$15.7K +83 +16%
PCA
1646
Providence Capital Advisors
North Carolina
$109K
FNBOSM
1647
First National Bank of South Miami
Florida
$108K +$108K +511 New
ATC
1648
Adirondack Trust Company
New York
$105K +$10.8K +57 +11%
W
1649
WealthOne
New York
$100K +$100K +529 New
FA
1650
Fortis Advisors
Pennsylvania
$99K