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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 %
AIA
1801
Angeles Investment Advisors
California
$671K +$59.1K +166 +10%
FCFC
1802
First Commonwealth Financial Corp
Pennsylvania
$669K +$118K +330 +21%
BMCM
1803
Burns Matteson Capital Management
New York
$668K +$58K +163 +10%
PWM
1804
Perigon Wealth Management
California
$668K -$76.9K -216 -10%
HCM
1805
Horiko Capital Management
New York
$666K
GDP
1806
Great Diamond Partners
Maine
$666K +$356 +1 +0.1%
SWA
1807
Sutton Wealth Advisors
Florida
$665K +$8.9K +25 +1%
FMTC
1808
Farmers & Merchants Trust Company
California
$664K +$16.4K +46 +3%
PCIA
1809
Prime Capital Investment Advisors
Kansas
$663K +$193K +543 +41%
GG
1810
Golden Green
South Carolina
$657K -$657K -1,847 -50%
GA
1811
GoalVest Advisory
New York
$657K +$522K +1,464 +385%
BMWM
1812
Brown Miller Wealth Management
Virginia
$656K +$64.8K +182 +11%
CWS
1813
Cypress Wealth Services
California
$654K +$60.1K +169 +10%
FNBOH
1814
First National Bank of Hutchinson
Kansas
$652K -$130K -366 -17%
WCM
1815
Wedge Capital Management
North Carolina
$652K +$1.43K +4 +0.2%
VBCG
1816
Valley Brook Capital Group
Pennsylvania
$651K
BA
1817
Bridgewater Advisors
New York
$650K +$650K +1,824 New
AWP
1818
Accretive Wealth Partners
New Jersey
$649K +$70.5K +198 +12%
RHAM
1819
Round Hill Asset Management
California
$648K -$48.1K -135 -7%
BB
1820
Bell Bank
North Dakota
$648K -$8.91K -25 -1%
CWA
1821
Clarity Wealth Advisors
California
$647K -$18.9K -53 -3%
RMC
1822
Resources Management Corp
Connecticut
$639K -$12.5K -35 -2%
FSA
1823
Financial Sense Advisors
California
$639K +$712 +2 +0.1%
RIM
1824
Regent Investment Management
Kentucky
$636K
CIP
1825
Convergence Investment Partners
Florida
$635K -$12.1K -34 -2%