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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 %
IF
1551
Intrua Financial
Texas
$1.19M -$151K -388 -11%
MSFS
1552
Main Street Financial Solutions
Pennsylvania
$1.18M -$217K -610 -16%
HWA
1553
HCR Wealth Advisors
California
$1.18M -$51.9K -146 -4%
SAMC
1554
Spectrum Asset Management (California)
California
$1.17M +$31.7K +89 +3%
ACA
1555
Affinity Capital Advisors
California
$1.16M +$3.92K +11 +0.3%
PIA
1556
Perennial Investment Advisors
California
$1.16M +$149K +418 +15%
HFG
1557
Heron Financial Group
New York
$1.16M +$32.7K +90 +3%
SIA
1558
SkyView Investment Advisors
New Jersey
$1.15M -$280K -786 -20%
RHP
1559
Royal Harbor Partners
Texas
$1.15M +$94K +264 +9%
C
1560
Certuity
Florida
$1.15M +$283K +795 +33%
SS
1561
Simplicity Solutions
Minnesota
$1.15M -$24.3M -68,223 -95%
SWM
1562
Segment Wealth Management
Texas
$1.15M +$120K +337 +12%
SIA
1563
SeaBridge Investment Advisors
New Jersey
$1.14M +$43.8K +123 +4%
CF
1564
Copperwynd Financial
Arizona
$1.14M +$12.5K +35 +1%
OFW
1565
Omnia Family Wealth
Florida
$1.13M -$8.54K -24 -0.7%
PFG
1566
PAX Financial Group
Texas
$1.13M +$185K +520 +20%
PIG
1567
Pantheon Investment Group
California
$1.13M +$54.8K +154 +5%
FNBSF
1568
First National Bank Sioux Falls
South Dakota
$1.13M
YIH
1569
Y-Intercept (HK)
Hong Kong
$1.13M +$1.13M +3,156 New
PMFA
1570
Plante Moran Financial Advisors
Michigan
$1.13M +$327K +918 +41%
GLA
1571
Good Life Advisors
Pennsylvania
$1.13M +$14.9K +42 +1%
WAP
1572
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$688K +1,933 +158%
MA
1573
Mutual Advisors
Nebraska
$1.12M +$115K +323 +11%
KIA
1574
KCM Investment Advisors
California
$1.12M +$206K +579 +23%
RWI
1575
Red Wave Investments
Pennsylvania
$1.12M +$4.63K +13 +0.4%