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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 %
CB
2076
Community Bank
New York
$346K -$8.92K -25 -3%
HIS
2077
Harvest Investment Services
Illinois
$344K +$62.5K +176 +22%
GG
2078
GenWealth Group
New Jersey
$344K +$344K +967 New
TWM
2079
Tradition Wealth Management
Minnesota
$340K
ACM
2080
AlphaStar Capital Management
North Carolina
$339K -$48.1K -135 -12%
JIC
2081
Joel Isaacson & Co
New York
$339K +$18.9K +53 +6%
GWCM
2082
Godshalk Welsh Capital Management
Pennsylvania
$338K
CT
2083
Chicago Trust
Illinois
$337K -$53.5K -150 -14%
SPWG
2084
Sage Private Wealth Group
Illinois
$336K -$34.5K -97 -9%
SRC
2085
Sage Rhino Capital
California
$336K +$2.49K +7 +0.7%
EHWM
2086
Eads & Heald Wealth Management
Georgia
$334K -$153K -429 -31%
POIA
2087
Pin Oak Investment Advisors
Texas
$334K -$72K -202 -18%
CIA
2088
Compass Ion Advisors
Pennsylvania
$332K +$13.2K +37 +4%
CFD
2089
Creative Financial Designs
Indiana
$332K +$33.1K +93 +11%
SIG
2090
Sargent Investment Group
Maryland
$331K +$44.4K +125 +16%
CBTWT
2091
Community Bank & Trust (Waco, Texas)
Texas
$329K +$24.6K +69 +8%
MSA
2092
Marino Stram & Associates
Massachusetts
$325K +$713 +2 +0.2%
WDC
2093
Woodward Diversified Capital
California
$322K -$57.4K -161 -15%
PWAG
2094
Polaris Wealth Advisory Group
California
$321K -$153K -402 -32%
AFAS
2095
Acorn Financial Advisory Services
Virginia
$321K -$29.2K -82 -8%
CIM
2096
Contravisory Investment Management
Massachusetts
$321K +$7.83K +22 +3%
CFG
2097
Cooper Financial Group
California
$320K -$730K -2,052 -70%
LD
2098
Lipe & Dalton
New York
$320K
SBWIC
2099
Schaper Benz & Wise Investment Counsel
Wisconsin
$320K
KCPG
2100
Kavar Capital Partners Group
Kansas
$320K +$35.6K +100 +13%