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Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
PSP
1376
Principal Street Partners
Tennessee
$1.9M +$239K +666 +14%
MSFS
1377
Main Street Financial Solutions
Pennsylvania
$1.9M +$322K +896 +20%
PWP
1378
Pursue Wealth Partners
California
$1.89M +$1.89M +5,270 New
HCM
1379
Howland Capital Management
Massachusetts
$1.89M +$17.2K +48 +0.9%
FAIM
1380
Financial Advocates Investment Management
Washington
$1.89M +$28.4K +79 +2%
MGIA
1381
Moneta Group Investment Advisors
Missouri
$1.89M +$162K +451 +9%
CWM
1382
Cornerstone Wealth Management
Missouri
$1.88M +$143K +397 +8%
DWM
1383
Doyle Wealth Management
Florida
$1.88M +$20.8K +58 +1%
PCA
1384
Pallas Capital Advisors
Massachusetts
$1.88M -$72.8K -205 -4%
IFAM
1385
Institutional & Family Asset Management
Colorado
$1.88M
PFGIA
1386
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M -$1.02M -2,826 -35%
DC
1387
DeDora Capital
California
$1.88M -$89.9K -250 -5%
SAM
1388
S.A. Mason
Michigan
$1.87M +$18K +50 +1%
PLFAM
1389
Pineno Levin & Ford Asset Management
Virginia
$1.87M +$247K +686 +15%
MFGM
1390
Marshall Financial Group (Maryland)
Maryland
$1.87M +$353K +981 +23%
WIS
1391
Wright Investors Service
Connecticut
$1.87M -$997K -2,774 -35%
MIA
1392
MainStreet Investment Advisors
Illinois
$1.86M -$37.7K -105 -2%
S
1393
SimplyRich
California
$1.86M +$3.95K +11 +0.2%
HCC
1394
Hirtle Callaghan & Co
Pennsylvania
$1.86M +$1.86M +5,170 New
PFT
1395
Providence First Trust
Arizona
$1.86M
NHC
1396
Nicholas Hoffman & Company
Georgia
$1.85M -$417K -1,160 -18%
LNB
1397
Ledyard National Bank
$1.85M -$123K -341 -6%
GBT
1398
Grove Bank & Trust
Florida
$1.85M +$161K +449 +10%
EWS
1399
Evergreen Wealth Solutions
Pennsylvania
$1.85M +$1.85M +5,133 New
IAIM
1400
International Assets Investment Management
Florida
$1.84M +$472K +1,314 +34%