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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 %
BP
1151
Ballentine Partners
Massachusetts
$3.25M +$144K +405 +5%
TW
1152
TrinityPoint Wealth
Connecticut
$3.24M -$71.9K -202 -2%
PCA
1153
Peddock Capital Advisors
Massachusetts
$3.24M +$91.1K +256 +3%
SFA
1154
Semmax Financial Advisors
North Carolina
$3.23M +$272K +765 +9%
DAS
1155
Dynamic Advisor Solutions
Arizona
$3.23M -$1.71M -4,803 -35%
PAMG
1156
Patton Albertson Miller Group
Tennessee
$3.23M +$25.6K +72 +0.8%
EF
1157
Empirical Finance
Pennsylvania
$3.22M
CI
1158
Ceera Investments
Texas
$3.22M +$3.22M +9,037 New
NC
1159
NBW Capital
Massachusetts
$3.21M +$168K +472 +6%
OCM
1160
Olstein Capital Management
New York
$3.2M
ST
1161
Smithfield Trust
Pennsylvania
$3.18M +$1.42K +4 +0%
AC
1162
Arjuna Capital
North Carolina
$3.18M +$105K +295 +3%
SS
1163
Sunbelt Securities
Texas
$3.18M -$299K -841 -9%
PAM
1164
Peak Asset Management
Colorado
$3.17M -$9.26K -26 -0.3%
GW
1165
GW & Wade
Massachusetts
$3.17M +$1.11M +3,117 +54%
SA
1166
Sicart Associates
New York
$3.17M -$28.1K -79 -0.9%
CWM
1167
CMH Wealth Management
New Hampshire
$3.14M +$13.5K +38 +0.4%
RPC
1168
Rossmore Private Capital
Connecticut
$3.13M +$420K +1,180 +15%
BOH
1169
Bank of Hawaii
Hawaii
$3.13M -$356K -1,000 -10%
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$3.12M -$24.2K -68 -0.8%
Marshall Wace
1171
Marshall Wace
United Kingdom
$3.12M -$122M -343,232 -98%
TFS
1172
Thoroughbred Financial Services
Tennessee
$3.1M +$276K +775 +10%
EBT
1173
Enterprise Bank & Trust
Massachusetts
$3.09M +$20.3K +57 +0.7%
JSC
1174
Jackson Square Capital
California
$3.09M -$39.5K -111 -1%
KFC
1175
Klingenstein Fields & Co
New York
$3.08M -$156K -438 -5%