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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 %
PCH
1751
PGIM Custom Harvest
New Jersey
$714K +$623K +1,925 +683%
PWA
1752
Physician Wealth Advisors
Utah
$713K
AAM
1753
Arabesque Asset Management
United Kingdom
$713K +$713K +2,050 New
LFA
1754
Legacy Financial Advisors
Kentucky
$709K +$19.5K +56 +3%
AWM
1755
Aberdeen Wealth Management
Illinois
$705K
RZH
1756
Relyea Zuckerberg Hanson
Connecticut
$700K +$48K +138 +7%
TCWM
1757
Total Clarity Wealth Management
Illinois
$698K -$695 -2 -0.1%
FANJ
1758
Financial Architects (New Jersey)
New Jersey
$696K -$40K -115 -5%
VST
1759
Van Strum & Towne
California
$695K
HWM
1760
Howard Wealth Management
Connecticut
$695K +$1.39K +4 +0.2%
BMWM
1761
Brown Miller Wealth Management
Virginia
$695K +$19.1K +55 +3%
SG
1762
Stonnington Group
California
$694K -$682K -1,920 -50%
GVAG
1763
Great Valley Advisor Group
Delaware
$692K -$142K -408 -17%
WMA
1764
Wealth Management Associates
New Jersey
$689K -$8.69K -25 -1%
SAG
1765
Spotlight Asset Group
Illinois
$684K -$150K -432 -18%
CSWG
1766
Cardinal Strategic Wealth Guidance
Kentucky
$682K
LF
1767
LifeSteps Financial
California
$681K +$26.8K +77 +4%
TNBTD
1768
Trustmark National Bank Trust Department
Mississippi
$679K
SIM
1769
Sadoff Investment Management
Wisconsin
$678K
CCM
1770
Canal Capital Management
Virginia
$678K +$348 +1 +0.1%
AL
1771
Arnhold LLC
New York
$677K
TCB
1772
Texas Capital Bancshares
Texas
$676K
SG Americas Securities
1773
SG Americas Securities
New York
$674K -$633K -1,822 -48%
FCFC
1774
First Commonwealth Financial Corp
Pennsylvania
$673K -$15.7K -45 -2%
CI
1775
CX Institutional
Indiana
$672K -$2.78K -8 -0.4%