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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 %
SIS
1701
Sound Income Strategies
Florida
$11K -$880 -4 -7%
CFA
1702
Camarda Financial Advisors
Florida
$11K
NCM
1703
Nelson Capital Management
California
$11K +$5.5K +24 +100%
HI
1704
Hudock Inc
Pennsylvania
$11K +$11K +50 New
OAJ
1705
Ogorek Anthony Joseph
New York
$11K +$11K +50 New
VNA
1706
Valley National Advisers
Pennsylvania
$10K
PFGIA
1707
Patriot Financial Group Insurance Agency
Massachusetts
$10K
AAIM
1708
Asset Advisors Investment Management
Georgia
$9K +$9K +40 New
CFN
1709
Cordasco Financial Network
Florida
$7K
BL
1710
Balentine LLC
Georgia
$7K +$7K +30 New
SCA
1711
Stuart Chaussee & Associates
California
$6K
SC
1712
Sawyer & Company
Massachusetts
$6K
THWM
1713
Taylor Hoffman Wealth Management
Virginia
$5K
AA
1714
AlphaMark Advisors
Kentucky
$4K
WAM
1715
Watermark Asset Management
California
$4K
GEA
1716
Glen Eagle Advisors
New Jersey
$3.78K
MIM
1717
Macroview Investment Management
Maryland
$3K -$3.4K -17 -53%
MCM
1718
Monument Capital Management
Virginia
$3K +$3K +12 New
CWSR
1719
Chessman Wealth Strategies RIA
Texas
$3K +$3K +15 New
IGGA
1720
Iron Gate Global Advisors
Utah
$3K +$3K +16 New
CAGAS
1721
Capital Advisory Group Advisory Services
Minnesota
$2K
GWA
1722
Guidant Wealth Advisors
Illinois
$2K
ML
1723
McAdam LLC
Pennsylvania
$2K
ST
1724
Somerset Trust
Pennsylvania
$2K +$2K +10 New
AIIMS
1725
Analyst IMS Investment Management Services
Israel
$1.97K -$52 -232 -3%