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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 %
AIM
1826
Aigen Investment Management
New York
$633K -$501K -1,406 -44%
CIC
1827
Crawford Investment Counsel
Georgia
$632K -$92.6K -260 -13%
EP
1828
Eudaimonia Partners
Tennessee
$631K -$113K -317 -15%
BWP
1829
Baldwin Wealth Partners
Massachusetts
$631K -$15K -42 -2%
FCA
1830
FLC Capital Advisors
California
$630K
CCA
1831
Childress Capital Advisors
Texas
$630K +$333K +936 +112%
FFM
1832
Fullerton Fund Management
Singapore
$628K -$132K -372 -17%
OFA
1833
Oak Family Advisors
Illinois
$628K +$93.3K +262 +17%
KMWM
1834
Keudell/Morrison Wealth Management
Oregon
$624K -$25.6K -72 -4%
FHA
1835
First Horizon Advisors
Tennessee
$624K +$214K +601 +52%
SW
1836
SkyOak Wealth
Michigan
$623K
TF
1837
Trek Financial
Arizona
$621K +$304K +855 +96%
HGWM
1838
Horst & Graben Wealth Management
Oregon
$620K
CFO
1839
CVA Family Office
Colorado
$616K +$251K +705 +69%
WKWM
1840
Walter & Keenan Wealth Management
Indiana
$615K +$20.7K +58 +3%
PPP
1841
Private Portfolio Partners
New Jersey
$613K +$29.9K +84 +5%
EPWM
1842
Essex Private Wealth Management
Massachusetts
$611K -$10.7K -30 -2%
ED
1843
Exane Derivatives
France
$610K +$47K +132 +8%
RW
1844
REDW Wealth
New Mexico
$608K -$4.27K -12 -0.7%
TFS
1845
TrustCore Financial Services
Tennessee
$608K -$3.56K -10 -0.6%
C1AG
1846
Client 1st Advisory Group
Florida
$608K +$1.43K +4 +0.2%
LF
1847
LifeSteps Financial
California
$607K +$166K +467 +38%
VC
1848
Vicus Capital
Pennsylvania
$603K +$14.2K +40 +2%
TFM
1849
TFC Financial Management
Massachusetts
$601K -$10.7K -30 -2%
TWA
1850
TCI Wealth Advisors
Arizona
$600K +$12.5K +35 +2%