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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 %
GFS
1976
GYL Financial Synergies
Connecticut
$446K -$125K -350 -22%
AC
1977
Aristides Capital
Kentucky
$445K -$356K -1,000 -44%
PP
1978
PDS Planning
Ohio
$445K +$87.5K +246 +24%
VPI
1979
Value Partners Investments
Manitoba, Canada
$445K +$196K +551 +79%
CA
1980
Crumly & Associates
Illinois
$443K -$4.63K -13 -1%
KCM
1981
Kathmere Capital Management
Pennsylvania
$443K -$2.85K -8 -0.6%
KFGK
1982
Keystone Financial Group (Kentucky)
Kentucky
$439K +$4.63K +13 +1%
NP
1983
Ninepoint Partners
Ontario, Canada
$438K -$34.9K -98 -7%
LSPW
1984
Lake Street Private Wealth
Illinois
$438K +$5.7K +16 +1%
OCM
1985
One Capital Management
California
$437K +$51.2K +144 +13%
SIGI
1986
Susquehanna International Group (Ireland)
Ireland
$437K +$219K +616 +101%
EWM
1987
Evermay Wealth Management
Virginia
$435K
FWP
1988
Firethorn Wealth Partners
Georgia
$432K +$49.1K +138 +13%
NB
1989
NBT Bank
New York
$431K
XWM
1990
Xcel Wealth Management
Florida
$430K +$3.2K +9 +0.8%
SAM
1991
Summit Asset Management
Tennessee
$429K -$16.7K -47 -4%
FFW
1992
Fusion Family Wealth
New York
$429K
SAMT
1993
Select Asset Management & Trust
Pennsylvania
$428K -$176K -494 -29%
MIM
1994
Moseley Investment Management
Florida
$428K -$12.8K -36 -3%
CHA
1995
Carmichael Hill & Associates
Maryland
$426K +$356 +1 +0.1%
SCI
1996
S&CO Inc
Massachusetts
$425K
PIM
1997
Profit Investment Management
Maryland
$425K
WCM
1998
Wallace Capital Management
Texas
$425K
CL
1999
Choreo LLC
Illinois
$424K +$2.14K +6 +0.5%
BFG
2000
Berger Financial Group
Minnesota
$424K +$124K +348 +41%