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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 %
SDWIA
1976
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420K +$48.3K +139 +13%
PIM
1977
Profit Investment Management
Maryland
$415K
MA
1978
MJP Associates
Connecticut
$415K +$49.7K +143 +14%
AC
1979
Avestar Capital
New York
$415K +$53.1K +153 +15%
HI
1980
HBK Investments
Texas
$413K -$5.43M -15,628 -93%
PWM
1981
Prentice Wealth Management
New York
$413K -$3.47K -10 -0.8%
AFP
1982
Ausdal Financial Partners
Iowa
$413K +$17K +49 +4%
RFG
1983
Range Financial Group
Oregon
$413K +$43.8K +126 +12%
CL
1984
Choreo LLC
Illinois
$412K -$2.09K -6 -0.5%
HFM
1985
Hartford Financial Management
Connecticut
$412K +$8K +23 +2%
CIA
1986
Citadel Investment Advisory
Ohio
$410K
KA
1987
KLCM Advisors
Wisconsin
$409K +$174K +500 +74%
SPIO
1988
Seven Post Investment Office
California
$405K
EPA
1989
Element Pointe Advisors
Florida
$405K +$2.08K +6 +0.5%
AI
1990
AXS Investments
New York
$404K -$10.9M -31,257 -96%
HCP
1991
Hexagon Capital Partners
Arkansas
$404K
WCWM
1992
Willow Creek Wealth Management
California
$404K
CCM
1993
Crew Capital Management
Ohio
$404K
ACP
1994
Arcus Capital Partners
Georgia
$404K +$17.4K +50 +4%
DOA
1995
D'Orazio & Associates
Virginia
$404K +$56.6K +163 +16%
HFS
1996
Howard Financial Services
Texas
$402K
FNBOSM
1997
First National Bank of South Miami
Florida
$401K +$35.8K +103 +10%
JSL
1998
JT Stratford LLC
Georgia
$397K -$133K -384 -25%
DWP
1999
Destiny Wealth Partners
Florida
$397K -$11.1K -32 -3%
FLPIM
2000
F.L. Putnam Investment Management
Massachusetts
$396K -$149K -430 -27%