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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 %
NF
1626
Nikulski Financial
Iowa
$907K +$180K +517 +25%
CFSG
1627
Community Financial Services Group
Vermont
$905K +$20.9K +60 +2%
AIL
1628
AGF Investments LLC
Ontario, Canada
$904K -$56K -161 -6%
RWP
1629
RWA Wealth Partners
Massachusetts
$902K +$10.1K +29 +1%
FFWA
1630
FRG Family Wealth Advisors
Washington
$899K
JWCA
1631
J.W. Coons Advisors
Ohio
$898K -$3.13K -9 -0.3%
BEI
1632
Benjamin Edwards Inc
Missouri
$895K +$73.3K +211 +9%
NP
1633
NorthRock Partners
Minnesota
$893K +$397K +1,142 +80%
BMCM
1634
Burns Matteson Capital Management
New York
$882K +$207K +596 +31%
PWLP
1635
Prio Wealth Limited Partnership
Massachusetts
$881K
NDSI
1636
Newman Dignan & Sheerar Inc
Rhode Island
$880K +$17.4K +50 +2%
HPWM
1637
Highland Private Wealth Management
Washington
$879K +$348 +1 +0%
RIA
1638
Regal Investment Advisors
Michigan
$878K +$5.56K +16 +0.6%
CGPCS
1639
Capital Group Private Client Services
California
$877K +$877K +2,522 New
GWS
1640
Glassman Wealth Services
Virginia
$875K +$17.7K +51 +2%
HC
1641
Hamilton Capital
Ohio
$874K +$399K +1,148 +84%
EM
1642
Excalibur Management
Massachusetts
$873K +$41.7K +120 +5%
LWM
1643
Loveless Wealth Management
Montana
$872K +$48.7K +140 +6%
PWA
1644
Phoenix Wealth Advisors
North Carolina
$871K +$13.9K +40 +2%
LFM
1645
Lumina Fund Management
New York
$869K
EWM
1646
Empirical Wealth Management
Washington
$868K -$144K -414 -14%
OC
1647
Oakworth Capital
Alabama
$868K
HIP
1648
HUB Investment Partners
Texas
$864K -$20.5K -59 -2%
TWM
1649
Tradition Wealth Management
Minnesota
$863K +$2.78K +8 +0.3%
BWM
1650
Buckley Wealth Management
Nevada
$862K +$31.6K +91 +4%