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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 %
LCM
2101
LVM Capital Management
Michigan
$304K +$87K +250 +40%
OLA
2102
Oliver Luxxe Assets
New Jersey
$303K -$42.4K -122 -12%
FM
2103
Foster & Motley
Ohio
$302K -$28.5K -82 -9%
PL
2104
Parthenon LLC
Kentucky
$302K
SFG
2105
SNS Financial Group
Minnesota
$301K -$4.52K -13 -1%
HCA
2106
Heck Capital Advisors
Wisconsin
$299K
JHCP
2107
Jackson Hole Capital Partners
Oklahoma
$299K
CWA
2108
Capital Wealth Alliance
Arizona
$298K +$355 +1 +0.1%
WFMPM
2109
Woodley Farra Manion Portfolio Management
Indiana
$297K -$215K -618 -42%
TFA
2110
Tranquilli Financial Advisor
New Jersey
$297K +$3.83K +11 +1%
BBW
2111
Blue Barn Wealth
Utah
$297K +$297K +853 New
HA
2112
Hamel Associates
New Jersey
$296K
NIC
2113
Northwest Investment Counselors
Oregon
$293K +$61.8K +178 +27%
FCMT
2114
Founders Capital Management (Texas)
Texas
$292K
BFC
2115
Bedel Financial Consulting
Indiana
$290K +$3.13K +9 +1%
PGA
2116
Portland Global Advisors
Maine
$290K +$34.7K +100 +14%
EFG
2117
Everhart Financial Group
Ohio
$289K +$289K +832 New
PFWA
2118
Paces Ferry Wealth Advisors
Georgia
$288K
AP
2119
Adero Partners
California
$287K +$25.8K +74 +10%
WOSD
2120
WFA of San Diego
California
$286K +$11.5K +33 +4%
SAF
2121
Smith Anglin Financial
Texas
$285K +$50.7K +146 +22%
RP
2122
Rice Partnership
Hawaii
$284K
WBG
2123
Wharton Business Group
Pennsylvania
$282K
MWC
2124
MBM Wealth Consultants
Missouri
$282K
XWM
2125
Xcel Wealth Management
Florida
$280K -$139K -400 -33%