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Mastercard

2,467 hedge funds and large institutions have $264B invested in Mastercard in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,054 increasing their positions, 933 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,467
Holders Change
+31
Holders Change %
+1.27%
% of All Funds
43.44%
Holding in Top 10
301
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-9.88%
% of All Funds
5.3%
New
174
Increased
1,054
Reduced
933
Closed
119
Calls
$4.14B
Puts
$3.05B
Net Calls
+$1.09B
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
2551
World Investment Advisors
California
-$205K -601 Closed
W
2552
Wealthquest
Ohio
-$214K -600 Closed
QC
2553
QCM Cayman
Texas
-$214K -600 Closed
AFM
2554
Andesa Financial Management
Pennsylvania
-$212K -598 Closed
CC
2555
Centiva Capital
New York
-$209K -585 Closed
AIA
2556
AIMZ Investment Advisors
California
-$208K -584 Closed
TEC
2557
Tiger Eye Capital
Tennessee
-$207K -580 Closed
FAT
2558
First American Trust
California
-$200K -563 Closed
PS
2559
Planned Solutions
California
-$148K -414 Closed
AWG
2560
Altus Wealth Group
Colorado
-$147K -410 Closed
NC
2561
Nixon Capital
Texas
-$143K -400 Closed
PH
2562
Pinnacle Holdings
Oklahoma
-$143K -400 Closed
CYG
2563
Clean Yield Group
Vermont
-$118K -331 Closed
LGA
2564
Lebenthal Global Advisors
New York
-$87K -245 Closed
GCM
2565
Gladius Capital Management
Illinois
-$72K -200 Closed
HGWM
2566
Harvest Group Wealth Management
Massachusetts
-$66K -186 Closed
BWM
2567
Birchcreek Wealth Management
Ohio
-$54K -152 Closed
SIAG
2568
Signet Investment Advisory Group
Rhode Island
-$54K -150 Closed
BWA
2569
Burt Wealth Advisors
Maryland
-$54K -150 Closed
CTFG
2570
Capstone Triton Financial Group
Oklahoma
-$52K -146 Closed
CWM
2571
Curi Wealth Management
North Carolina
-$51K -145 Closed
KC
2572
Kinloch Capital
Virginia
-$32K -90 Closed
FWM
2573
ForthRight Wealth Management
Georgia
-$31K -88 Closed
VCG
2574
Vantage Consulting Group
Virginia
-$24K -67 Closed
RF
2575
Robbins Farley
New Hampshire
-$18K -51 Closed