MA icon

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 %
LB
1601
Leo Brokerage
Texas
$1.04M +$828K +2,327 +393%
JMFC
1602
J.M. Forbes & Co
Massachusetts
$1.04M -$1.78K -5 -0.2%
PSC
1603
Prentiss Smith & Co
Vermont
$1.04M
AWM
1604
Aevitas Wealth Management
Massachusetts
$1.03M -$32.4K -91 -3%
OC
1605
Oakworth Capital
Alabama
$1.02M +$14.2K +40 +1%
NFG
1606
Nations Financial Group
Iowa
$1.02M +$671K +1,883 +191%
CCG
1607
Ceeto Capital Group
Florida
$1.02M
TCOT
1608
Trust Company of Toledo
Ohio
$1.02M
WA
1609
Wealth Alliance
New York
$1.01M -$151K -424 -13%
BJL
1610
Brighton Jones LLC
Washington
$1.01M -$139K -389 -12%
WAG
1611
Winthrop Advisory Group
Massachusetts
$1.01M +$88.3K +248 +10%
RB
1612
Renasant Bank
Mississippi
$1.01M +$36.3K +102 +4%
WOC
1613
West Oak Capital
California
$1.01M -$33.8K -95 -3%
AW
1614
Alaethes Wealth
Nevada
$1M +$1M +2,820 New
PA
1615
PFG Advisors
Arizona
$1M +$25.3K +71 +3%
9WM
1616
9258 Wealth Management
Ohio
$999K +$10.7K +30 +1%
B
1617
Bailard
California
$993K +$8.9K +25 +0.9%
MCC
1618
Money Concepts Capital
Florida
$990K +$127K +358 +15%
MWM
1619
Modera Wealth Management
New Jersey
$987K -$182K -512 -16%
CMTU
1620
Capital Markets Trading (UK)
United Kingdom
$987K +$987K +2,773 New
CB
1621
CNB Bank
Pennsylvania
$984K -$234K -658 -19%
EAM
1622
Evanson Asset Management
California
$983K -$13.9K -39 -1%
PCM
1623
Pointe Capital Management
Michigan
$981K +$13.2K +37 +1%
AIL
1624
AGF Investments LLC
Ontario, Canada
$980K -$337K -946 -26%
MCM
1625
Manchester Capital Management
Vermont
$979K -$15.7K -44 -2%