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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 %
AI
1851
ArchPoint Investors
Florida
$554K +$554K +1,594 New
OFS
1852
Oldfather Financial Services
Nebraska
$553K
GCP
1853
GSA Capital Partners
United Kingdom
$551K +$36.5K +105 +7%
AM
1854
Atwater Malick
Pennsylvania
$549K
SLWA
1855
San Luis Wealth Advisors
California
$549K +$549K +1,578 New
SAM
1856
SignalPoint Asset Management
Missouri
$547K -$4.17K -12 -0.8%
DAC
1857
Dividend Assets Capital
South Carolina
$546K +$101K +290 +23%
SC
1858
Solstein Capital
California
$546K +$157K +453 +41%
FOA
1859
Five Oceans Advisors
California
$546K +$546K +1,571 New
NAS
1860
Nicolet Advisory Services
Wisconsin
$543K +$136K +388 +33%
SWRP
1861
Summit Wealth & Retirement Planning
California
$543K +$543K +1,560 New
SVWAG
1862
Sound View Wealth Advisors Group
Georgia
$539K +$146K +420 +37%
PFBT
1863
Parkside Financial Bank & Trust
Missouri
$538K +$18.8K +54 +4%
TFO
1864
Tarbox Family Office
California
$534K -$3.47K -10 -0.6%
SW
1865
SkyOak Wealth
Michigan
$533K -$13.9K -40 -3%
HI
1866
Hudock Inc
Pennsylvania
$533K +$7.99K +23 +2%
MIC
1867
Means Investment Company
Maine
$531K +$6.96K +20 +1%
SIM
1868
SSI Investment Management
California
$530K
BFO
1869
Boston Family Office
Massachusetts
$530K
SAM
1870
SP Asset Management
California
$527K +$671 +2 +0.1%
CA
1871
Claro Advisors
Massachusetts
$527K +$18.4K +53 +4%
SB
1872
Sunflower Bank
Texas
$525K -$20.9K -60 -4%
TSS
1873
Two Sigma Securities
New York
$525K +$288K +829 +122%
AWG
1874
Altus Wealth Group
Colorado
$525K +$525K +1,510 New
FBFS
1875
First Business Financial Services
Wisconsin
$523K +$122K +350 +30%