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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 %
TA
1726
TFG Advisers
Michigan
$748K +$696 +2 +0.1%
CIA
1727
Capital Investment Advisors
Georgia
$746K -$112K -321 -13%
XS
1728
XR Securities
Illinois
$744K -$816K -2,347 -52%
DBT
1729
Dubuque Bank & Trust
Iowa
$741K -$218K -628 -23%
CPA
1730
Court Place Advisors
Maryland
$740K
PWM
1731
Perigon Wealth Management
California
$740K +$60.5K +174 +9%
DJYG
1732
David J. Yvars Group
Florida
$739K
EGA
1733
E&G Advisors
Texas
$738K +$738K +2,123 New
BCM
1734
Becker Capital Management
Oregon
$737K -$25K -72 -3%
CMO
1735
Covenant Multifamily Offices
Texas
$737K -$5.49K -16 -0.7%
AIA
1736
Angeles Investment Advisors
California
$737K +$82K +236 +13%
AIS
1737
American Investment Services
Massachusetts
$735K +$695 +2 +0.1%
BIM
1738
Baldwin Investment Management
Pennsylvania
$730K -$50.4K -145 -6%
PWA
1739
Providence Wealth Advisors
Illinois
$730K
AWP
1740
Accretive Wealth Partners
New Jersey
$730K +$45.9K +132 +7%
LWA
1741
Lineweaver Wealth Advisors
Ohio
$730K +$256K +737 +54%
FMN
1742
Financial Management Network
California
$726K
WW
1743
Waterfront Wealth
Kansas
$723K -$2.43K -7 -0.3%
AB
1744
Atlas Brown
Kentucky
$723K +$48.7K +140 +7%
BFS
1745
Baskin Financial Services
Ontario, Canada
$722K -$3.83K -11 -0.5%
BIA
1746
Bigelow Investment Advisors
Maine
$719K -$108K -310 -13%
WB
1747
Webster Bank
Connecticut
$719K -$34.8K -100 -5%
CWG
1748
Cornerstone Wealth Group
North Carolina
$718K -$2.85M -8,185 -80%
DJSG
1749
D.J. St. Germain
Massachusetts
$716K
AssetMark Inc
1750
AssetMark Inc
California
$714K -$493K -1,419 -41%