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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 %
AOWM
1201
Alpha Omega Wealth Management
Virginia
$2.66M
ANB
1202
Amarillo National Bank
Texas
$2.65M
MCA
1203
Morris Capital Advisors
Pennsylvania
$2.65M -$117K -336 -4%
MPM
1204
Meritage Portfolio Management
Kansas
$2.63M
GIA
1205
Gladstone Institutional Advisory
Florida
$2.63M +$1.28M +3,693 +95%
TWM
1206
Tolleson Wealth Management
Texas
$2.63M
5L
1207
55I LLC
Massachusetts
$2.62M +$738K +2,123 +39%
AWA
1208
Aaron Wealth Advisors
Illinois
$2.62M +$13.9K +40 +0.5%
OCM
1209
Olstein Capital Management
New York
$2.61M
ARI
1210
Applied Research Investments
Delaware
$2.6M -$2.98M -8,567 -53%
BEC
1211
Blue Edge Capital
Virginia
$2.6M
GC
1212
Grimes & Company
Massachusetts
$2.59M +$5.22K +15 +0.2%
BCA
1213
Berman Capital Advisors
Georgia
$2.58M +$331K +952 +15%
GFP
1214
Gryphon Financial Partners
Ohio
$2.58M -$20.2K -58 -0.8%
RCM
1215
RB Capital Management
Nevada
$2.58M +$72.7K +209 +3%
MWM
1216
Meridian Wealth Management
Kentucky
$2.58M +$1.12M +3,222 +77%
CCT
1217
Country Club Trust
Missouri
$2.55M +$184K +520 +8%
WG
1218
Welch Group
Alabama
$2.55M +$428K +1,232 +20%
VIA
1219
Vident Investment Advisory
Georgia
$2.53M +$568K +1,633 +29%
PP
1220
Patten & Patten
Tennessee
$2.52M +$17.7K +51 +0.7%
SCMU
1221
Steadfast Capital Management (UK)
United Kingdom
$2.51M +$2.51M +7,216 New
UFG
1222
United Fire Group
Iowa
$2.5M +$2.5M +7,200 New
WCAMG
1223
Woodard & Company Asset Management Group
North Carolina
$2.5M -$62.6K -180 -2%
IIM
1224
Intact Investment Management
Quebec, Canada
$2.5M +$261K +750 +12%
ACM
1225
Alpha Capital Management
Texas
$2.5M +$106K +305 +4%