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Mastercard

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1976
Mark Sheptoff Financial Planning
Connecticut
$453K +$20.1K +55 +5%
Jones Financial Companies
1977
Jones Financial Companies
Missouri
$452K -$90K -246 -17%
SCM
1978
Southport Capital Management
Tennessee
$452K +$44.6K +122 +11%
PNC
1979
Park National Corp
Ohio
$450K -$31K -85 -6%
SAM
1980
Summit Asset Management
Tennessee
$450K +$9.85K +27 +2%
KFGK
1981
Keystone Financial Group (Kentucky)
Kentucky
$449K -$1.46K -4 -0.3%
AWM
1982
Aries Wealth Management
Maine
$448K
EWM
1983
Evermay Wealth Management
Virginia
$446K
CHA
1984
Carmichael Hill & Associates
Maryland
$445K +$8.03K +22 +2%
BOS
1985
Bingham Osborn & Scarborough
California
$444K +$33.6K +92 +8%
T
1986
TRUADVICE
Florida
$442K -$143K -366 -24%
EPA
1987
Element Pointe Advisors
Florida
$441K
XWM
1988
Xcel Wealth Management
Florida
$440K -$1.83K -5 -0.4%
PWM
1989
Prentice Wealth Management
New York
$438K +$78.9K +216 +22%
PIM
1990
Profit Investment Management
Maryland
$435K
CL
1991
Choreo LLC
Illinois
$435K
MFW
1992
Meristem Family Wealth
Minnesota
$435K +$71.2K +195 +20%
FWP
1993
Firethorn Wealth Partners
Georgia
$432K -$11K -30 -2%
CIA
1994
Citadel Investment Advisory
Ohio
$431K
CG
1995
Corundum Group
Colorado
$431K +$13.9K +38 +3%
SAMT
1996
Select Asset Management & Trust
Pennsylvania
$428K -$10.6K -29 -2%
LAM
1997
LifePro Asset Management
California
$428K -$4.01K -11 -0.9%
DWP
1998
Destiny Wealth Partners
Florida
$428K
ICP
1999
Interchange Capital Partners
Pennsylvania
$427K -$58K -159 -12%
SPIO
2000
Seven Post Investment Office
California
$425K