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Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
ACK
2501
Andrew C. Karlinski
$101K +$101K +280 New
TLCM
2502
Twin Lakes Capital Management
California
$97K +$358 +1 +0.4%
SPA
2503
Shore Point Advisors
New Jersey
$95K +$95K +265 New
BDWM
2504
Brewin Dolphin Wealth Management
Ireland
$93K
CWA
2505
Clearview Wealth Advisors
Oregon
$93K +$10.8K +30 +13%
PPWM
2506
PFG Private Wealth Management
Florida
$93K +$13K +36 +16%
ST
2507
Sageworth Trust
Pennsylvania
$90K
TJHA
2508
Thomas J. Herzfeld Advisors
Florida
$90K
CFCI
2509
Comprehensive Financial Consultants Institutional
Indiana
$90K +$90K +245 New
PP
2510
Pacifica Partners
Canada
$89K -$12.3K -33 -12%
HDIM
2511
Hanson & Doremus Investment Management
Vermont
$86K
PCH
2512
Polar Capital Holdings
United Kingdom
$85.7K +$15.6K +43,474 +22%
GCM
2513
Gladius Capital Management
Illinois
$84K +$38K +105 +83%
BLC
2514
Brown, Lisle/Cummings
Rhode Island
$82.6K +$82.6K +230 New
FMP
2515
Financial Management Professionals
Texas
$81K
CSWM
2516
Cassady Schiller Wealth Management
Ohio
$78K +$78K +216 New
BAM
2517
Baldrige Asset Management
Pennsylvania
$77K -$12.2K -34 -14%
SIAP
2518
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$76K -$31.5K -88 -29%
MHR
2519
Matthew Hamilton Rosenberg
$73K -$15K -42 -17%
HWM
2520
HighMark Wealth Management
Minnesota
$72K
HI
2521
Hoey Investments
Pennsylvania
$72K +$69.5K +193 +2,757%
PWC
2522
PYA Waltman Capital
Tennessee
$72K +$72K +200 New
CFFP
2523
Center for Financial Planning
Michigan
$67K +$2.51K +7 +4%
AA
2524
Addison Advisors
Vermont
$67K +$16.9K +47 +34%
PCA
2525
Providence Capital Advisors
North Carolina
$65K -$143K -396 -69%