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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 %
GKWIM
2176
Gerber Kawasaki Wealth & Investment Management
California
$267K +$267K +750 New
LNWTC
2177
Laird Norton Wetherby Trust Company
Washington
$266K +$8.2K +23 +3%
H
2178
HoyleCohen
California
$266K +$46.3K +130 +21%
NL
2179
NWAM LLC
Washington
$264K -$19.2K -54 -7%
BG
2180
Benedetti & Gucer
Georgia
$264K +$264K +744 New
FFC
2181
First Financial Corp
Indiana
$263K -$8.9K -25 -3%
AP
2182
Adero Partners
California
$263K +$33.5K +94 +15%
HFA
2183
Hoover Financial Advisors
Pennsylvania
$262K
CWAG
2184
Compton Wealth Advisory Group
Virginia
$262K +$13.5K +38 +5%
NICM
2185
Neo Ivy Capital Management
New York
$262K +$262K +735 New
BFC
2186
Bedel Financial Consulting
Indiana
$261K -$2.5K -7 -0.9%
EA
2187
Ellsworth Advisors
Ohio
$261K
VRM
2188
Vectors Research Management
New York
$261K
HC
2189
HNP Capital
New York
$261K
TNB
2190
TCF National Bank
South Dakota
$261K
EIA
2191
Edgemoor Investment Advisors
Maryland
$260K
ACG
2192
Allen Capital Group
Nebraska
$258K -$21K -59 -8%
PWA
2193
Phoenix Wealth Advisors
North Carolina
$258K
WDG
2194
Wealth Dimensions Group
Ohio
$257K +$257K +722 New
MPCG
2195
Matrix Private Capital Group
New York
$255K -$713 -2 -0.3%
RFG
2196
Range Financial Group
Oregon
$254K +$254K +714 New
IAM
2197
Iridian Asset Management
Connecticut
$251K -$23.2K -65 -8%
SAM
2198
Silphium Asset Management
United Kingdom
$249K +$249K +700 New
MVA
2199
Mount Vernon Associates
Maryland
$249K
YMRC
2200
Yorktown Management & Research Company
Virginia
$249K