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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 %
CA
1751
Calton & Associates
Florida
$750K -$134K -375 -15%
DJYG
1752
David J. Yvars Group
Florida
$747K +$357 +1 +0%
LFA
1753
Legacy Financial Advisors
Kentucky
$745K +$119K +335 +19%
CBFP
1754
Cedar Brook Financial Partners
Ohio
$741K -$258K -726 -26%
CCMG
1755
Clark Capital Management Group
Pennsylvania
$741K +$57K +160 +8%
VWM
1756
Venturi Wealth Management
Texas
$739K -$22.8K -64 -3%
VA
1757
Valmark Advisers
Ohio
$736K +$196K +550 +36%
PCMC
1758
Private Capital Management (Colorado)
Colorado
$734K +$10.3K +29 +1%
DJSG
1759
D.J. St. Germain
Massachusetts
$733K -$12.8K -36 -2%
PCG
1760
Private Capital Group
Connecticut
$729K -$531K -1,492 -42%
CRWM
1761
Castle Rock Wealth Management
California
$729K +$74.4K +194 +11%
EGA
1762
E&G Advisors
Texas
$729K +$88.6K +249 +14%
WCM
1763
Weld Capital Management
New York
$727K +$727K +2,041 New
PWA
1764
Providence Wealth Advisors
Illinois
$725K +$38.1K +107 +6%
BCM
1765
Becker Capital Management
Oregon
$725K +$238K +670 +49%
FHC
1766
First Horizon Corporation
Tennessee
$724K -$150K -422 -17%
SGAM
1767
Smith Group Asset Management
Texas
$723K -$9.07M -25,480 -93%
EF
1768
Empowered Funds
Pennsylvania
$723K
AWM
1769
Aberdeen Wealth Management
Illinois
$722K -$63.8K -179 -8%
TNBTD
1770
Trustmark National Bank Trust Department
Mississippi
$717K -$103K -290 -13%
RZH
1771
Relyea Zuckerberg Hanson
Connecticut
$716K +$41.2K +106 +6%
WMA
1772
Wealth Management Associates
New Jersey
$715K +$9.97K +28 +1%
BGDI
1773
BW Gestao de Investimentos
Brazil
$712K +$712K +2,000 New
VST
1774
Van Strum & Towne
California
$712K
TCM
1775
Tanaka Capital Management
New York
$711K +$103K +290 +17%