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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 %
CM
1776
Capula Management
Cayman Islands
$711K +$134K +377 +23%
HWM
1777
Howard Wealth Management
Connecticut
$709K +$3.56K +10 +0.5%
PMA
1778
Prudent Man Advisors
Illinois
$709K +$23.9K +67 +3%
PIM
1779
Perpetual Investment Management
Australia
$709K +$167K +470 +31%
CCC
1780
Chelsea Counsel Company
California
$709K +$208K +583 +41%
CSWG
1781
Cardinal Strategic Wealth Guidance
Kentucky
$707K -$10.3K -29 -1%
MFG
1782
Monumental Financial Group
Maryland
$706K +$706K +1,982 New
DA
1783
Detalus Advisors
Missouri
$705K -$8.9K -25 -1%
KFP
1784
KB Financial Partners
New Jersey
$702K +$702K +1,972 New
EWA
1785
ERTS Wealth Advisors
Michigan
$699K -$54.8K -154 -7%
BCA
1786
Bay Colony Advisors
Massachusetts
$699K +$32.4K +91 +5%
NF
1787
Nikulski Financial
Iowa
$697K +$118K +330 +20%
SIM
1788
Sadoff Investment Management
Wisconsin
$695K -$12.5K -35 -2%
CCM
1789
Canal Capital Management
Virginia
$694K -$136K -382 -16%
AL
1790
Arnhold LLC
New York
$693K
OPA
1791
Old Port Advisors
Maine
$692K +$21.7K +61 +3%
SOW
1792
State of Wyoming
Wyoming
$692K +$692K +1,943 New
AB
1793
Atlas Brown
Kentucky
$691K
TCB
1794
Texas Capital Bancshares
Texas
$691K +$691K +1,939 New
FHC
1795
First Heartland Consultants
Missouri
$688K +$32.8K +92 +5%
OWA
1796
Outlook Wealth Advisors
Texas
$683K -$97.9K -275 -13%
MAM
1797
McLean Asset Management
Virginia
$677K +$5.84K +15 +0.9%
NCG
1798
Newport Capital Group
New Jersey
$676K
JCM
1799
JS Capital Management
New York
$676K +$676K +1,900 New
HHGA
1800
Halbert Hargrove Global Advisors
California
$673K +$7.84K +22 +1%