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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 %
VIA
1426
Vident Investment Advisory
Georgia
$1.66M +$379K +1,065 +30%
BSAM
1427
Blue Square Asset Management
New York
$1.66M +$84.4K +237 +5%
TI
1428
Tidal Investments
Wisconsin
$1.65M +$1.65M +4,641 New
MC
1429
Maverick Capital
Texas
$1.64M +$1.59M +4,470 +3,104%
PWM
1430
Peterson Wealth Management
Nevada
$1.64M -$406K -1,141 -20%
MFG
1431
Merit Financial Group
Georgia
$1.64M -$89.7K -252 -5%
CCM
1432
Chilton Capital Management
Texas
$1.64M +$11.4K +32 +0.7%
SFP
1433
Sandbox Financial Partners
Maryland
$1.63M +$87.2K +236 +6%
FBT
1434
First Bank & Trust
South Dakota
$1.62M +$325K +912 +25%
Assenagon Asset Management
1435
Assenagon Asset Management
Luxembourg
$1.62M +$115K +324 +8%
SW
1436
SteelPeak Wealth
California
$1.61M +$101K +284 +7%
PLFAM
1437
Pineno Levin & Ford Asset Management
Virginia
$1.61M -$338K -950 -17%
CST
1438
Charles Schwab Trust
Nevada
$1.6M +$5.09K +14 +0.3%
FWM
1439
Foresight Wealth Management
Utah
$1.6M +$7.12K +20 +0.4%
LCM
1440
Liberty Capital Management
Michigan
$1.6M -$49.5K -139 -3%
RIL
1441
Rothschild Investment LLC
Illinois
$1.6M +$10.7K +30 +0.7%
DA
1442
Doliver Advisors
Texas
$1.6M +$93.3K +262 +6%
FPS
1443
Fieldpoint Private Securities
Connecticut
$1.59M -$553K -1,554 -26%
JIP
1444
Jaffetilchin Investment Partners
Florida
$1.59M +$1.1M +3,096 +228%
QCG
1445
Quadrant Capital Group
Ohio
$1.57M +$125K +352 +9%
GBT
1446
Grove Bank & Trust
Florida
$1.57M +$107K +300 +7%
CFA
1447
Cahill Financial Advisors
Minnesota
$1.57M +$356 +1 +0%
SMC
1448
Smith, Moore & Co
Missouri
$1.57M +$817K +2,295 +109%
BFS
1449
Bard Financial Services
Connecticut
$1.56M
WP
1450
WealthSource Partners
California
$1.55M +$532K +1,495 +52%