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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 %
PA
1401
Procyon Advisors
Connecticut
$1.6M +$99.1K +285 +7%
CST
1402
Charles Schwab Trust
Nevada
$1.59M +$41.7K +120 +3%
PP
1403
Patron Partners
Texas
$1.59M +$44.8K +129 +3%
BFG
1404
Beacon Financial Group
Texas
$1.58M +$56.5K +160 +4%
MTC
1405
McDaniel Terry & Co
Texas
$1.58M +$101K +291 +7%
SW
1406
SteelPeak Wealth
California
$1.58M -$307K -882 -16%
WP
1407
WealthSource Partners
California
$1.58M +$75.8K +218 +5%
V
1408
VeraBank
Texas
$1.58M
PLFAM
1409
Pineno Levin & Ford Asset Management
Virginia
$1.57M
AMCA
1410
Arthur M. Cohen & Associates
Illinois
$1.57M +$48.7K +140 +3%
IIA
1411
IPG Investment Advisors
California
$1.57M +$375K +1,079 +31%
RWM
1412
Ritholtz Wealth Management
New York
$1.57M -$93.2K -268 -6%
VIP
1413
Vantage Investment Partners
Missouri
$1.57M -$686K -1,972 -30%
CCM
1414
Cox Capital Management
Massachusetts
$1.56M +$51.8K +149 +3%
CAAS
1415
Capital Asset Advisory Services
Michigan
$1.56M +$479K +1,377 +44%
NFG
1416
Nations Financial Group
Iowa
$1.55M +$429K +1,234 +38%
MFG
1417
Merit Financial Group
Georgia
$1.54M +$53.2K +153 +4%
IWS
1418
Insight Wealth Strategies
California
$1.54M +$47.3K +136 +3%
CFA
1419
Cahill Financial Advisors
Minnesota
$1.54M +$8.34K +24 +0.5%
SMC
1420
Smith, Moore & Co
Missouri
$1.53M +$2.09K +6 +0.1%
MSFS
1421
Main Street Financial Solutions
Pennsylvania
$1.53M +$142K +408 +10%
DMBA
1422
Deseret Mutual Benefit Administrators
Utah
$1.53M +$1.15M +3,310 +305%
DA
1423
Doliver Advisors
Texas
$1.53M -$8K -23 -0.5%
SBL
1424
Sargent Bickham Lagudis
Colorado
$1.53M -$7.3K -21 -0.5%
TA
1425
TruWealth Advisors
Louisiana
$1.52M +$63.3K +182 +4%