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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 %
HPWM
1676
Highland Private Wealth Management
Washington
$882K -$3.21K -9 -0.4%
DMC
1677
Drexel Morgan & Co
Pennsylvania
$881K +$285K +800 +48%
GCIG
1678
Grand Central Investment Group
Florida
$880K -$8.9K -25 -1%
BEI
1679
Benjamin Edwards Inc
Missouri
$878K -$212K -595 -19%
LF
1680
Lee Financial
Texas
$872K
RPWA
1681
Regent Peak Wealth Advisors
Georgia
$868K +$72.3K +203 +9%
WB
1682
Webster Bank
Connecticut
$867K -$562K -1,579 -39%
PCAP
1683
Pratt Collard Advisory Partners
New York
$866K +$30.3K +85 +4%
CHAM
1684
Clear Harbor Asset Management
Connecticut
$866K +$70.5K +198 +9%
NC
1685
NinePointTwo Capital
California
$864K +$64.7K +182 +8%
CSIC
1686
Clifford Swan Investment Counsel
California
$863K
MGAM
1687
McGowan Group Asset Management
Texas
$863K +$6.77K +19 +0.8%
WG
1688
Winton Group
United Kingdom
$861K +$16K +45 +2%
CFA
1689
Carroll Financial Associates
North Carolina
$861K +$144K +404 +20%
GVAG
1690
Great Valley Advisor Group
Delaware
$858K -$172K -483 -17%
FIB
1691
First Interstate Bancsystem
Montana
$852K +$852K +2,392 New
PTC
1692
Provident Trust Company
Wisconsin
$851K
CCM
1693
Cribstone Capital Management
Maine
$851K +$29.6K +83 +4%
BIA
1694
Bigelow Investment Advisors
Maine
$847K -$5.34K -15 -0.6%
STA
1695
Summit Trail Advisors
New York
$843K -$18.1K -51 -2%
LIM
1696
Lagoda Investment Management
New York
$842K +$96.2K +270 +13%
CFA
1697
CWS Financial Advisors
Michigan
$840K -$26.3K -74 -3%
BWA
1698
Beam Wealth Advisors
Louisiana
$836K -$3.2K -9 -0.4%
LC
1699
Lindbrook Capital
California
$836K +$38.1K +107 +5%
IA
1700
Insight Advisors
Pennsylvania
$834K +$206K +541 +33%