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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 %
SDWMA
1626
Schneider Downs Wealth Management Advisors
Pennsylvania
$979K +$682K +1,917 +230%
ECG
1627
Edge Capital Group
Georgia
$975K +$8.19K +23 +0.8%
JWCA
1628
J.W. Cole Advisors
Florida
$974K +$53.4K +150 +6%
JWCA
1629
J.W. Coons Advisors
Ohio
$969K -$96.7K -270 -9%
APW
1630
Aurora Private Wealth
New Jersey
$967K -$14.6K -41 -1%
ALAM
1631
Asahi Life Asset Management
Japan
$965K -$2.24M -6,284 -70%
BWM
1632
Buckley Wealth Management
Nevada
$964K +$33.5K +94 +4%
SWM
1633
SeaCrest Wealth Management
New York
$959K -$15.7K -44 -2%
BFO
1634
Biltmore Family Office
North Carolina
$958K
CAG
1635
Csenge Advisory Group
Florida
$956K -$392K -1,032 -29%
MG
1636
Mather Group
Illinois
$955K +$538K +1,511 +129%
Verition Fund Management
1637
Verition Fund Management
Connecticut
$947K -$27.8K -78 -3%
EFS
1638
Essex Financial Services
Connecticut
$943K -$3.2K -9 -0.3%
MWM
1639
Minot Wealth Management
Massachusetts
$943K +$178K +499 +23%
F
1640
F3Logic
Minnesota
$942K -$356 -1 -0%
MAWCM
1641
Mine & Arao Wealth Creation & Management
California
$942K +$1.07K +3 +0.1%
DCM
1642
Donaldson Capital Management
Indiana
$941K +$65.2K +183 +7%
MFG
1643
MidWestOne Financial Group
Iowa
$939K +$130K +365 +16%
AIP
1644
Almanack Investment Partners
Pennsylvania
$934K +$50.9K +143 +6%
JF
1645
Jump Financial
Illinois
$934K +$934K +2,623 New
TCM
1646
Tributary Capital Management
Nebraska
$933K -$17.8K -50 -2%
TCA
1647
Transcend Capital Advisors
New Jersey
$932K -$47.4K -132 -5%
LWAC
1648
Laurel Wealth Advisors (California)
California
$926K -$25.3K -71 -3%
PFA
1649
Professional Financial Advisors
Nebraska
$921K -$265K -743 -22%
BCM
1650
Bluefin Capital Management
New York
$921K -$181K -510 -16%