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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 %
AT
1726
Arden Trust
Delaware
$792K -$3.21K -9 -0.4%
BS
1727
Bessemer Securities
New York
$789K +$789K +2,215 New
FPCG
1728
Fort Pitt Capital Group
Pennsylvania
$783K +$12.8K +36 +2%
LWM
1729
Loveless Wealth Management
Montana
$782K +$27.1K +76 +4%
MW
1730
Marcum Wealth
Ohio
$782K +$517K +1,451 +195%
MFW
1731
Mosaic Family Wealth
Missouri
$780K +$2.49K +7 +0.3%
APWM
1732
Atlas Private Wealth Management
New York
$780K +$11.7K +33 +2%
PL
1733
Plancorp LLC
Missouri
$779K -$14.2K -40 -2%
CPO
1734
Cerity Partners OCIO
New York
$779K +$123K +346 +19%
PAM
1735
Paradigm Asset Management
New York
$778K -$71.2K -200 -8%
FC
1736
Financial Consulate
Maryland
$775K +$64.8K +182 +9%
PWA
1737
Physician Wealth Advisors
Utah
$773K +$8.1K +22 +1%
MHS
1738
M Holdings Securities
Oregon
$773K +$773K +2,172 New
BFS
1739
Baskin Financial Services
Ontario, Canada
$769K -$24.6K -69 -3%
DPI
1740
Diversified Portfolios Inc
Michigan
$766K
TA
1741
TFG Advisers
Michigan
$764K -$115K -324 -13%
HH
1742
HWG Holdings
Texas
$757K -$148K -415 -16%
CPA
1743
Court Place Advisors
Maryland
$757K
WW
1744
Waterfront Wealth
Kansas
$757K
SI
1745
Scharf Investments
California
$756K +$317K +891 +72%
FANJ
1746
Financial Architects (New Jersey)
New Jersey
$755K -$103K -288 -12%
AWAP
1747
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$754K +$289K +813 +62%
CIA
1748
Capital Investment Advisors
Georgia
$753K -$12.5K -35 -2%
MSAM
1749
Moloney Securities Asset Management
Missouri
$752K +$7.12K +20 +1%
AIS
1750
American Investment Services
Massachusetts
$751K +$712 +2 +0.1%