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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 %
ECM
1676
Exchange Capital Management
Michigan
$25K +$25K +113 New
HR
1677
Howe & Rusling
New York
$24K -$5.02K -23 -17%
BA
1678
Ballew Advisors
Mississippi
$23K
CIM
1679
Contravisory Investment Management
Massachusetts
$22K -$22K -100 -50%
BAM
1680
Bruderman Asset Management
New York
$22K
NCM
1681
New Capital Management
Texas
$22K
EWM
1682
Edge Wealth Management
New York
$22K
FMP
1683
Financial Management Professionals
Texas
$22K
WCM
1684
Wealthcare Capital Management
Virginia
$22K +$22K +101 New
PS
1685
Portfolio Strategies
New York
$21K +$1.11K +5 +6%
HT
1686
Heritage Trust
Oklahoma
$20K
CFD
1687
Creative Financial Designs
Indiana
$19K -$23.8K -109 -56%
WIM
1688
Westside Investment Management
California
$18.3K
FCFS
1689
First Command Financial Services
Texas
$18K
HDIM
1690
Hanson & Doremus Investment Management
Vermont
$18K
SAM
1691
Shamrock Asset Management
Texas
$18K
FCB
1692
First Command Bank
Texas
$18K
LFG
1693
LifePlan Financial Group
Ohio
$17K -$1.33K -6 -7%
MA
1694
MCF Advisors
Kentucky
$17K
JWM
1695
Janiczek Wealth Management
Colorado
$17K +$5.44K +24 +47%
NC
1696
NewSquare Capital
Pennsylvania
$16K +$1.3K +6 +9%
TVWM
1697
Tower View Wealth Management
Wisconsin
$15K
JWA
1698
JFS Wealth Advisors
Pennsylvania
$15K +$14.3K +64 +2,133%
IF
1699
Ironwood Financial
Arizona
$14K
TAIM
1700
TD Ameritrade Investment Management
Nebraska
$13K +$13K +58 New