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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 %
BLAM
1401
Bourne Lent Asset Management
New York
$1.78M
VFM
1402
Viking Fund Management
North Dakota
$1.78M +$712K +2,000 +67%
CCA
1403
Cobblestone Capital Advisors
New York
$1.78M
IC
1404
Inverness Counsel
New York
$1.76M -$644K -1,808 -27%
AF
1405
Advisornet Financial
Minnesota
$1.75M +$171K +481 +11%
5L
1406
55I LLC
Massachusetts
$1.75M +$15.3K +43 +0.9%
PWP
1407
Principle Wealth Partners
Connecticut
$1.75M +$92.6K +260 +6%
MFGM
1408
Marshall Financial Group (Maryland)
Maryland
$1.74M +$32.4K +91 +2%
FAB
1409
First American Bank
Illinois
$1.74M +$131K +369 +8%
MMA
1410
Miracle Mile Advisors
California
$1.74M +$103K +288 +6%
NB
1411
Nicolet Bankshares
Wisconsin
$1.74M +$123K +345 +8%
JCM
1412
Jacobsen Capital Management
Utah
$1.73M +$215K +604 +14%
ADL
1413
Asset Dedication LLC
California
$1.73M -$337K -951 -16%
CAM
1414
Centre Asset Management
New York
$1.72M -$96.1K -270 -5%
AF
1415
Allworth Financial
California
$1.71M -$5.7K -16 -0.3%
WAS
1416
Winch Advisory Services
Wisconsin
$1.7M +$120K +338 +8%
SMH
1417
Sanders Morris Harris
Texas
$1.7M -$86.8K -236 -5%
FMII
1418
Farmers & Merchants Investments Inc
Nebraska
$1.69M
SC
1419
Sierra Capital
Florida
$1.68M +$1.68M +4,719 New
LWM
1420
Laidlaw Wealth Management
New York
$1.68M -$147K -414 -8%
WBC
1421
West Branch Capital
Massachusetts
$1.68M -$81.9K -230 -5%
SAM
1422
S.A. Mason
Michigan
$1.68M +$89.3K +251 +6%
JCM
1423
Jacobi Capital Management
Pennsylvania
$1.67M +$15.3K +43 +0.9%
LOAMS
1424
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.67M +$1.67M +4,695 New
KCM
1425
Kendall Capital Management
Maryland
$1.67M -$117K -330 -7%