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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 %
FMT
1376
First Mercantile Trust
Tennessee
$1.7M +$152K +437 +10%
RWA
1377
Ropes Wealth Advisors
Massachusetts
$1.69M -$315K -907 -16%
JCM
1378
Jacobi Capital Management
Pennsylvania
$1.69M +$51.8K +149 +3%
KPW
1379
Kore Private Wealth
New York
$1.68M +$186K +535 +12%
ACM
1380
Ativo Capital Management
Illinois
$1.68M -$477K -1,372 -22%
MCIA
1381
Mountain Capital Investment Advisors
Colorado
$1.68M -$56.8K -160 -3%
CWM
1382
Cornerstone Wealth Management
Missouri
$1.68M -$651K -1,872 -28%
PTP
1383
Platform Technology Partners
New York
$1.68M -$64.3K -185 -4%
ZIM
1384
Zacks Investment Management
Illinois
$1.68M -$3.68M -10,579 -69%
MGIA
1385
Moneta Group Investment Advisors
Missouri
$1.67M +$233K +670 +16%
PWP
1386
Principle Wealth Partners
Connecticut
$1.67M +$348 +1 +0%
LCM
1387
Laurion Capital Management
New York
$1.66M +$360K +1,036 +28%
MOS
1388
MGO One Seven
Ohio
$1.64M +$172K +513 +12%
SMH
1389
Sanders Morris Harris
Texas
$1.64M
SFPG
1390
Stonebridge Financial Planning Group
Florida
$1.63M -$50.1K -152 -3%
EN1L
1391
Engine No 1 LLC
California
$1.63M +$659K +1,896 +68%
GBT
1392
Grove Bank & Trust
Florida
$1.63M +$113K +324 +7%
CIAS
1393
Capital Investment Advisory Services
North Carolina
$1.63M +$349K +1,005 +27%
4WM
1394
44 Wealth Management
Oregon
$1.62M +$1.62M +4,669 New
CCM
1395
Chilton Capital Management
Texas
$1.62M -$8.69K -25 -0.5%
SC
1396
Sierra Capital
Florida
$1.61M -$13.6K -39 -0.8%
PSP
1397
Principal Street Partners
Tennessee
$1.61M -$346K -994 -18%
SF
1398
Summit Financial
New Jersey
$1.61M +$1.14M +3,291 +247%
FPA
1399
First Pacific Advisors
California
$1.61M -$115K -330 -7%
CCA
1400
Cobblestone Capital Advisors
New York
$1.6M -$137K -394 -8%