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Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
1951
Convergence Investment Partners
Florida
$555K -$29.8K -83 -5%
TFO
1952
Tarbox Family Office
California
$555K +$2.52K +7 +0.5%
FWP
1953
Firethorn Wealth Partners
Georgia
$555K +$555K +1,545 New
HI
1954
Hudock Inc
Pennsylvania
$553K +$1.8K +5 +0.3%
TIS
1955
Tortoise Index Solutions
Kansas
$550K -$85.4K -238 -13%
SIM
1956
SSI Investment Management
California
$550K -$1.8K -5 -0.3%
ICM
1957
IMS Capital Management
Oregon
$550K +$43.5K +121 +9%
MIC
1958
Means Investment Company
Maine
$548K -$359 -1 -0.1%
CWS
1959
Confluence Wealth Services
Pennsylvania
$548K +$548K +1,526 New
CB
1960
CNB Bank
Pennsylvania
$545K -$283K -788 -34%
SW
1961
SkyOak Wealth
Michigan
$545K -$6.11K -17 -1%
HWM
1962
Hemington Wealth Management
Virginia
$545K +$76.7K +215 +16%
AWG
1963
Altus Wealth Group
Colorado
$543K
FBFS
1964
First Business Financial Services
Wisconsin
$540K
LCS
1965
Levin Capital Strategies
New York
$539K
PHAM
1966
Palisades Hudson Asset Management
Florida
$539K
AW
1967
ACG Wealth
Georgia
$539K +$359 +1 +0.1%
EL
1968
Essex LLC
Illinois
$539K +$45.3K +126 +9%
TIA
1969
Traphagen Investment Advisors
New Jersey
$537K +$82.3K +229 +18%
BP
1970
BBR Partners
New York
$536K -$964K -2,682 -64%
RW
1971
REDW Wealth
New Mexico
$536K -$53.9K -150 -9%
SG
1972
Stonnington Group
California
$533K -$183K -500 -26%
Jones Financial Companies
1973
Jones Financial Companies
Missouri
$531K +$91.3K +254 +21%
GWANC
1974
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K +$531K +1,479 New
B
1975
Bridgeworth
Alabama
$529K