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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 %
GIA
1151
GHP Investment Advisors
Colorado
$2.97M -$32K -92 -1%
LS
1152
Leelyn Smith
Illinois
$2.96M +$170K +489 +6%
HI
1153
Horizon Investments
North Carolina
$2.94M -$300K -865 -9%
PFP
1154
Pinnacle Financial Partners
Tennessee
$2.94M +$59.8K +172 +2%
WFI
1155
West Family Investments
California
$2.93M +$88.3K +254 +3%
EBT
1156
Enterprise Bank & Trust
Massachusetts
$2.92M -$67.4K -194 -2%
ATPW
1157
Ashton Thomas Private Wealth
Arizona
$2.92M -$236K -679 -7%
CWM
1158
Circle Wealth Management
New Jersey
$2.92M -$24.7K -71 -0.8%
BSW
1159
Buckingham Strategic Wealth
Missouri
$2.92M +$47.6K +137 +2%
BWA
1160
BDO Wealth Advisors
Florida
$2.9M +$233K +669 +9%
ST
1161
Smithfield Trust
Pennsylvania
$2.9M -$3.82K -11 -0.1%
SA
1162
Sicart Associates
New York
$2.87M -$217K -625 -7%
PHM
1163
Prospect Hill Management
New Jersey
$2.86M +$55.6K +160 +2%
AWA
1164
Arkadios Wealth Advisors
Georgia
$2.86M +$92.8K +267 +3%
FWM
1165
Fairhaven Wealth Management
Illinois
$2.86M +$276K +795 +11%
JI
1166
Jeereddi Investments
California
$2.83M
BFA
1167
Brendel Financial Advisors
New Hampshire
$2.83M +$2.82M +8,117 +36,895%
SIM
1168
Sentry Investment Management
Wisconsin
$2.83M -$428K -1,232 -13%
OIA
1169
Optimum Investment Advisors
Illinois
$2.83M -$2.71M -7,800 -49%
FFG
1170
Fortem Financial Group
California
$2.8M -$30.6K -88 -1%
HH
1171
Hilltop Holdings
Texas
$2.8M -$689K -1,982 -20%
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M +$162K +466 +6%
FAM
1173
Fulcrum Asset Management
United Kingdom
$2.79M -$5.86M
LNC
1174
Lincoln National Corp
Pennsylvania
$2.79M -$106K -304 -4%
TFS
1175
Thoroughbred Financial Services
Tennessee
$2.78M -$119K -343 -4%