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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 %
APW
2151
Austin Private Wealth
Texas
$286K -$7.12K -20 -2%
CSPIA
2152
Cary Street Partners Investment Advisory
Virginia
$285K -$88.7K -249 -24%
LRIA
2153
Leonard Rickey Investment Advisors
Washington
$285K -$30.3K -85 -10%
CCM
2154
Crossvault Capital Management
Texas
$285K
OWM
2155
Orgel Wealth Management
Wisconsin
$285K
DFA
2156
DHJJ Financial Advisors
Illinois
$283K -$356 -1 -0.1%
NIM
2157
NuWave Investment Management
New Jersey
$283K +$283K +796 New
RP
2158
Rice Partnership
Hawaii
$281K
KOC
2159
Koss-Olinger Consulting
Florida
$281K +$281K +788 New
SFG
2160
SNS Financial Group
Minnesota
$280K +$22.1K +62 +9%
JWBC
2161
J.W. Burns & Co
New York
$277K
TFA
2162
Tranquilli Financial Advisor
New Jersey
$277K +$53.7K +151 +24%
BMC
2163
Benin Management Corp
Connecticut
$276K
WOSD
2164
WFA of San Diego
California
$276K
DWM
2165
Denver Wealth Management
Colorado
$276K +$276K +771 New
FA
2166
Fortis Advisors
Pennsylvania
$275K -$12.5K -35 -4%
VCM
2167
Versant Capital Management
Arizona
$272K -$24.6K -69 -8%
SFG
2168
SageGuard Financial Group
Tennessee
$271K -$11.4K -32 -4%
FFG
2169
Frisch Financial Group
New York
$271K
NGA
2170
Naples Global Advisors
Florida
$270K
TA
2171
Trellis Advisors
Washington
$270K +$1.78K +5 +0.7%
PAA
2172
Peregrine Asset Advisers
Oregon
$268K
PHS
2173
Pekin Hardy Strauss
Illinois
$267K -$53.4K -150 -17%
CWM
2174
Chicago Wealth Management
Illinois
$267K +$267K +749 New
CCA
2175
Covey Capital Advisors
Georgia
$267K +$267K +750 New