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Mastercard

2,434 hedge funds and large institutions have $296B invested in Mastercard in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,075 increasing their positions, 870 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
-41
Holders Change %
-1.66%
% of All Funds
42.75%
Holding in Top 10
239
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7%
% of All Funds
4.2%
New
118
Increased
1,075
Reduced
870
Closed
126
Calls
$5.21B
Puts
$5.31B
Net Calls
-$98.6M
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Shares
Change %
PGWM
926
Parisi Gray Wealth Management
New Jersey
$5.19M -$42.1K -117 -0.8%
SIM
927
Seaview Investment Managers
Florida
$5.15M +$5.15M +14,821 New
LWM
928
Lyell Wealth Management
California
$5.14M -$539K -1,549 -9%
SPC
929
Sigma Planning Corp
Michigan
$5.11M +$119K +343 +2%
HHAA
930
Henry H. Armstrong Associates
Pennsylvania
$5.1M +$71.3K +205 +1%
EWM
931
Executive Wealth Management
Michigan
$5.1M +$303K +872 +6%
DIA
932
Dana Investment Advisors
Wisconsin
$5.09M -$2.99M -8,601 -37%
CA
933
Clearstead Advisors
Ohio
$5.09M -$36.2K -104 -0.7%
SA
934
SRN Advisors
Pennsylvania
$5.08M +$126K +361 +3%
EWM
935
Elite Wealth Management
Washington
$5.08M +$293K +844 +6%
TCM
936
Twin Capital Management
Pennsylvania
$5.08M -$1.36M -3,900 -21%
SC
937
Saturna Capital
Washington
$5.05M -$6.66M -19,158 -57%
AIP
938
Ameritas Investment Partners
Nebraska
$5.05M -$499K -1,434 -9%
CG
939
CFO4Life Group
Texas
$5.01M +$149K +430 +3%
HCM
940
Huber Capital Management
California
$5.01M
CC
941
Carlson Capital
Texas
$5.01M +$5.01M +14,400 New
HAG
942
HighPoint Advisor Group
Illinois
$4.98M -$395K -1,135 -7%
ABP
943
Arthur B. Page
$4.97M -$171K -493 -3%
SNT
944
Security National Trust
West Virginia
$4.97M
AIIMS
945
Analyst IMS Investment Management Services
Israel
$4.94M +$1.19M +3,434 +32%
AWM
946
Avior Wealth Management
Nebraska
$4.94M -$86.9K -250 -2%
SIM
947
Stratos Investment Management
Ohio
$4.94M +$4.94M +14,206 New
IAN
948
Integrated Advisors Network
Texas
$4.91M +$48.3K +139 +1%
OSAM
949
O'Shaughnessy Asset Management
Connecticut
$4.91M +$177K +510 +4%
FPB
950
First PREMIER Bank
South Dakota
$4.86M