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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 %
BHTS
1651
Bar Harbor Trust Services
Maine
$921K +$123K +345 +15%
S
1652
swisspartners
Liechtenstein
$919K +$31K +87 +3%
ZB
1653
Zions Bancorporation
Utah
$916K -$138K -387 -13%
RWP
1654
RWA Wealth Partners
Massachusetts
$916K -$26.3K -74 -3%
WAM
1655
Weatherly Asset Management
California
$915K +$35.6K +100 +4%
BP
1656
BBR Partners
New York
$912K -$596K -1,674 -40%
AWM
1657
Atticus Wealth Management
Florida
$910K -$111K -311 -11%
HWMA
1658
Heritage Wealth Management (Arizona)
Arizona
$910K +$910K +2,555 New
RA
1659
RFG Advisory
Alabama
$908K -$168K -473 -16%
RMDI
1660
R.M. Davis Inc
Maine
$908K -$33.1K -93 -4%
GWS
1661
Glassman Wealth Services
Virginia
$907K +$23.9K +67 +3%
BWP
1662
BSW Wealth Partners
Colorado
$906K +$173K +486 +24%
SCM
1663
Seascape Capital Management
New Hampshire
$906K +$197K +554 +28%
PWLP
1664
Prio Wealth Limited Partnership
Massachusetts
$902K
RSWM
1665
Robertson Stephens Wealth Management
California
$902K +$124K +348 +16%
CFSG
1666
Community Financial Services Group
Vermont
$900K +$6.41K +18 +0.7%
IIM
1667
Ipswich Investment Management
Massachusetts
$899K
FFWA
1668
FRG Family Wealth Advisors
Washington
$898K
MPI
1669
Mairs & Power Inc
Minnesota
$895K -$93.6K -263 -9%
LWM
1670
Lionsbridge Wealth Management
Florida
$895K +$56.6K +159 +7%
SAG
1671
Spotlight Asset Group
Illinois
$891K -$451K -1,268 -34%
LFM
1672
Lumina Fund Management
New York
$890K
BS
1673
Boenning & Scattergood
Pennsylvania
$890K +$9.96K +28 +1%
FLPIM
1674
F.L. Putnam Investment Management
Massachusetts
$887K -$1.63M -4,567 -65%
NDSI
1675
Newman Dignan & Sheerar Inc
Rhode Island
$885K +$28.5K +80 +3%