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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 %
GSWM
1576
Golden State Wealth Management
California
$1.03M +$18.8K +54 +2%
AWM
1577
Aevitas Wealth Management
Massachusetts
$1.02M +$34.8K +100 +4%
SB
1578
Strategic Blueprint
Georgia
$1.02M -$1.17M -3,378 -54%
MPPW
1579
Mitchell & Pahl Private Wealth
Oklahoma
$1.02M -$1.74K -5 -0.2%
AFS
1580
Aft Forsyth & Sober
Florida
$1.02M
AIA
1581
Avalon Investment & Advisory
Texas
$1.01M -$118K -340 -10%
WPW
1582
Warther Private Wealth
Ohio
$1.01M -$1.08K -3 -0.1%
JMFC
1583
J.M. Forbes & Co
Massachusetts
$1.01M
LWAC
1584
Laurel Wealth Advisors (California)
California
$1.01M -$29.9K -86 -3%
TF
1585
Trek Financial
Arizona
$1.01M +$163K +470 +19%
CPO
1586
Cerity Partners OCIO
New York
$1M +$160K +460 +19%
CCG
1587
Ceeto Capital Group
Florida
$996K
CCM
1588
Cribstone Capital Management
Maine
$995K +$136K +392 +16%
MWM
1589
Minot Wealth Management
Massachusetts
$993K +$8K +23 +0.8%
OFS
1590
Orrstown Financial Services
Pennsylvania
$991K -$15.6K -45 -2%
JWCA
1591
J.W. Cole Advisors
Florida
$991K +$58.4K +168 +6%
TCOT
1592
Trust Company of Toledo
Ohio
$990K -$2.78K -8 -0.3%
EAM
1593
Evanson Asset Management
California
$988K -$21.7K -59 -2%
MWM
1594
Modera Wealth Management
New Jersey
$988K +$24.7K +71 +3%
C
1595
Certuity
Florida
$985K +$10.1K +29 +1%
MCM
1596
Manchester Capital Management
Vermont
$983K +$12.9K +37 +1%
DA
1597
DSC Advisors
Illinois
$977K +$170K +488 +21%
KTC
1598
Kistler-Tiffany Companies
Pennsylvania
$975K -$197K -566 -17%
BCM
1599
Breiter Capital Management
Florida
$974K +$348 +1 +0%
B
1600
Bailard
California
$974K +$20.2K +58 +2%