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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 %
RWM
1451
Ritholtz Wealth Management
New York
$1.55M +$167K +469 +12%
VAG
1452
VisionPoint Advisory Group
Texas
$1.54M +$26.4K +74 +2%
CCM
1453
Coldstream Capital Management
Washington
$1.54M +$56.3K +158 +4%
CMI
1454
Clare Market Investments
Texas
$1.53M -$336K -943 -18%
PP
1455
Patron Partners
Texas
$1.53M +$71.5K +201 +5%
CC
1456
Cadinha & Co
Hawaii
$1.53M -$568K -1,595 -27%
AWA
1457
Arete Wealth Advisors
Illinois
$1.52M -$132K -372 -8%
PWMAG
1458
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M +$53.4K +150 +4%
MTC
1459
McDaniel Terry & Co
Texas
$1.51M +$17.8K +50 +1%
PA
1460
Procyon Advisors
Connecticut
$1.51M +$19.6K +55 +1%
GTCM
1461
Gyon Technologies Capital Management
New Jersey
$1.5M -$994K -2,791 -40%
AMCA
1462
Arthur M. Cohen & Associates
Illinois
$1.5M -$26.7K -75 -2%
CCM
1463
Cox Capital Management
Massachusetts
$1.49M -$17.1K -48 -1%
BW
1464
Bison Wealth
Georgia
$1.49M -$558K -1,566 -27%
VCM
1465
Violich Capital Management
California
$1.48M
OA
1466
Oak Associates
Ohio
$1.48M +$3.56K +10 +0.2%
MBTD
1467
Mechanics Bank - Trust Department
California
$1.46M -$24.9K -70 -2%
EFMH
1468
E Fund Management (HK)
Hong Kong
$1.46M +$356K +1,000 +32%
FC
1469
FORA Capital
Florida
$1.46M +$1.46M +4,101 New
IGGA
1470
Iron Gate Global Advisors
Utah
$1.45M -$84.7K -238 -6%
AIC
1471
Archer Investment Corporation
Indiana
$1.44M -$56.6K -159 -4%
AO
1472
Advisor OS
Illinois
$1.44M +$41K +115 +3%
DBT
1473
Dubuque Bank & Trust
Iowa
$1.44M
FAM
1474
Formidable Asset Management
Ohio
$1.44M +$4.36K +12 +0.3%
B
1475
Brightworth
Georgia
$1.44M +$27.8K +78 +2%