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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 %
DT
776
Diversified Trust
Tennessee
$8.63M +$613K +1,723 +8%
CM
777
Capital Management
Virginia
$8.56M +$48.4K +136 +0.6%
AF
778
Ally Financial
Michigan
$8.55M
AHC
779
Adell Harriman & Carpenter
Texas
$8.54M +$106K +297 +1%
ECM
780
Everence Capital Management
Indiana
$8.52M
AF
781
Alerus Financial
North Dakota
$8.5M +$1.38M +3,884 +19%
EW
782
Evoke Wealth
California
$8.47M +$7.42M +20,835 +705%
UR
783
USCA RIA
Texas
$8.45M -$77.6K -218 -0.9%
RI
784
Redwood Investments
Massachusetts
$8.45M +$894K +2,510 +12%
BCM
785
Brasada Capital Management
Texas
$8.39M +$261K +732 +3%
AWA
786
ARS Wealth Advisors
Florida
$8.38M +$528K +1,483 +7%
WP
787
WealthPLAN Partners
Nebraska
$8.38M +$402K +1,070 +5%
PL
788
Parkwood LLC
Ohio
$8.36M +$829K +2,328 +11%
MIP
789
Marietta Investment Partners
Wisconsin
$8.34M -$2.28M -6,410 -21%
GCA
790
Greenwood Capital Associates
South Carolina
$8.34M -$770K -2,162 -8%
RIM
791
Redpoint Investment Management
Australia
$8.33M +$13.9K +39 +0.2%
KCM
792
Kornitzer Capital Management
Kansas
$8.32M
PI
793
PFS Investments
Georgia
$8.28M +$1.03M +2,883 +14%
FG
794
Fiduciary Group
Georgia
$8.25M -$144K -376 -2%
TFA
795
Toth Financial Advisory
Virginia
$8.23M +$934K +2,623 +13%
BFIC
796
Bedell Frazier Investment Counselling
California
$8.23M +$2.14M +6,006 +35%
NSAM
797
North Star Asset Management
Wisconsin
$8.2M +$400K +1,124 +5%
CK
798
Cohen Klingenstein
New York
$8.19M
FIM
799
Fruth Investment Management
Texas
$8.18M -$107K -300 -1%
SCA
800
Sander Capital Advisors
Washington
$8.18M -$11.3M -31,724 -58%