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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 %
WA
1701
WESPAC Advisors
California
$833K -$188K -527 -18%
NQWM
1702
Northwest Quadrant Wealth Management
Oregon
$833K +$8.19K +23 +1%
GWSG
1703
GPS Wealth Strategies Group
Colorado
$830K -$41.3K -116 -5%
Voloridge Investment Management
1704
Voloridge Investment Management
Florida
$827K -$44.1M -123,795 -98%
OPPTF
1705
OPSEU Pension Plan Trust Fund
Ontario, Canada
$826K +$29.2K +81 +4%
KWM
1706
Keebeck Wealth Management
Illinois
$825K +$77.6K +218 +10%
CB
1707
Cadence Bank
Mississippi
$824K +$81.2K +228 +11%
LWAM
1708
Legacy Wealth Asset Management
Minnesota
$821K +$6.06K +17 +0.7%
WAM
1709
Werlinich Asset Management
Connecticut
$821K +$821K +2,305 New
QTM
1710
qPULA Trading Management
New York
$819K +$819K +2,300 New
TCM
1711
Tuttle Capital Management
Connecticut
$815K +$202K +566 +33%
Cohen & Steers
1712
Cohen & Steers
New York
$814K -$132K -371 -14%
AL
1713
Aspiriant LLC
California
$811K +$53.3K +150 +7%
SICM
1714
Sustainable Insight Capital Management
New York
$810K -$68.7K -193 -8%
APP
1715
Avantax Planning Partners
Iowa
$808K -$182K -512 -18%
HI
1716
HBK Investments
Texas
$806K -$6.77M -19,018 -89%
CRCM
1717
Corbett Road Capital Management
Virginia
$803K -$91.9K -258 -10%
FMN
1718
Financial Management Network
California
$801K +$8.35K +22 +1%
KLCM
1719
KG&L Capital Management
Louisiana
$800K -$129K -361 -14%
BIM
1720
Baldwin Investment Management
Pennsylvania
$799K +$44.5K +125 +6%
I
1721
INVST
Indiana
$797K +$11.5K +30 +1%
TCWM
1722
Total Clarity Wealth Management
Illinois
$796K -$10.7K -30 -1%
LC
1723
LCNB Corp
Ohio
$794K -$24.9K -70 -3%
LIA
1724
LBMC Investment Advisors
Tennessee
$794K
EM
1725
Excalibur Management
Massachusetts
$794K +$8.9K +25 +1%