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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 %
CSPIA
2126
Cary Street Partners Investment Advisory
Virginia
$280K -$696 -2 -0.2%
MPIA
2127
Mountain Pacific Investment Advisers
Idaho
$280K
SMFG
2128
Sumitomo Mitsui Financial Group
Japan
$279K +$279K +790 New
GWM
2129
GSB Wealth Management
Connecticut
$278K -$43.1K -124 -13%
OWM
2130
Orgel Wealth Management
Wisconsin
$278K
CC
2131
Cypress Capital
Tennessee
$278K +$278K +801 New
APW
2132
Austin Private Wealth
Texas
$277K
G
2133
GenTrust
Florida
$277K +$57.6K +166 +26%
PWM
2134
PRW Wealth Management
Massachusetts
$276K +$276K +794 New
SF
2135
Symphony Financial
Texas
$275K -$257K -729 -48%
CISOA
2136
Capital Investment Services of America
Wisconsin
$275K
AP
2137
Arlington Partners
Alabama
$275K
LRIA
2138
Leonard Rickey Investment Advisors
Washington
$275K +$11.8K +34 +4%
DFA
2139
DHJJ Financial Advisors
Illinois
$274K -$1.74K -5 -0.6%
BMCM
2140
Bryn Mawr Capital Management
Pennsylvania
$273K +$34.7K +100 +15%
IWN
2141
Independent Wealth Network
Iowa
$273K +$273K +830 New
PB
2142
Pinnacle Bancorp
Nebraska
$272K -$348 -1 -0.1%
PTC
2143
Philadelphia Trust Company
Pennsylvania
$272K +$272K +783 New
BMC
2144
Benin Management Corp
Connecticut
$270K
WCM Investment Management
2145
WCM Investment Management
California
$270K +$270K +777 New
CAI
2146
Capital Advisors Inc
Oklahoma
$269K +$17.1K +49 +7%
BG
2147
Benedetti & Gucer
Georgia
$267K -$15.6K -45 -6%
GCA
2148
Genesee Capital Advisors
New York
$267K +$267K +767 New
UH
2149
Unigestion Holding
Switzerland
$266K -$404K -1,145 -60%
MS
2150
Maven Securities
Jersey
$266K -$124K -358 -32%