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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 %
PHS
2151
Pekin Hardy Strauss
Illinois
$266K +$5.22K +15 +2%
SWM
2152
Salvus Wealth Management
New Jersey
$266K +$68.1K +196 +34%
FFG
2153
Frisch Financial Group
New York
$265K +$347 +1 +0.1%
CCFM
2154
Clear Creek Financial Management
Washington
$264K -$34.7K -100 -12%
JIC
2155
Joel Isaacson & Co
New York
$262K +$5.56K +16 +2%
NGA
2156
Naples Global Advisors
Florida
$261K -$2.78K -8 -1%
IBOK
2157
Independence Bank of Kentucky
Kentucky
$261K +$131K +377 +101%
CCA
2158
Covey Capital Advisors
Georgia
$261K +$261K +750 New
TA
2159
Trellis Advisors
Washington
$260K -$1.04K -3 -0.4%
H
2160
HoyleCohen
California
$260K
CWM
2161
Chicago Wealth Management
Illinois
$260K
SMA
2162
Sage Mountain Advisors
Georgia
$259K -$14.6K -42 -5%
SQA
2163
Simon Quick Advisors
New Jersey
$258K +$54.5K +157 +27%
FFC
2164
First Financial Corp
Indiana
$257K
CWAG
2165
Compton Wealth Advisory Group
Virginia
$256K +$347 +1 +0.1%
WFA
2166
Wellspring Financial Advisors
Ohio
$256K +$696 +2 +0.3%
BCM
2167
BTR Capital Management
California
$255K -$36.2K -104 -12%
CA
2168
Callahan Advisors
Texas
$251K -$426K -1,225 -63%
LIA
2169
LS Investment Advisors
Michigan
$250K
MPCG
2170
Matrix Private Capital Group
New York
$250K +$11.1K +32 +5%
SWM
2171
Selective Wealth Management
Virginia
$250K +$52.1K +150 +26%
XSC
2172
X-Square Capital
Puerto Rico
$250K +$250K +727 New
SMG
2173
Spectrum Management Group
Indiana
$249K -$2.42M -6,972 -91%
HG
2174
Harbor Group
New Hampshire
$249K -$24K -69 -9%
KFI
2175
Key Financial Inc
Pennsylvania
$249K