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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 %
AUB
2176
Atlantic Union Bankshares
Virginia
$249K +$13.9K +40 +6%
EA
2177
Ellsworth Advisors
Ohio
$248K
BCP
2178
Blackhawk Capital Partners
Wisconsin
$247K -$31.3K -90 -11%
JFA
2179
JNBA Financial Advisors
Minnesota
$247K +$2.44K +7 +1%
BAM
2180
Berkshire Asset Management
Pennsylvania
$247K +$3.48K +10 +1%
LAS
2181
Lloyd Advisory Services
Georgia
$246K +$102K +293 +70%
FBC
2182
Fairfield, Bush & Co
Connecticut
$245K -$8.69K -25 -3%
PWAG
2183
Polaris Wealth Advisory Group
California
$244K -$20.8M -58,761 -99%
MAG
2184
MRA Advisory Group
New Jersey
$244K +$20.9K +60 +9%
ACM
2185
AlphaCrest Capital Management
New York
$243K -$5.44M -15,674 -96%
TAIM
2186
Te Ahumairangi Investment Management
New Zealand
$243K -$1.25M -3,610 -84%
YMRC
2187
Yorktown Management & Research Company
Virginia
$243K
TPWA
2188
TRUE Private Wealth Advisors
Oregon
$243K +$2.43K +7 +1%
AA
2189
Auxano Advisors
Washington
$243K +$10.1K +29 +4%
HWA
2190
HHM Wealth Advisors
Tennessee
$242K
MA
2191
MCF Advisors
Kentucky
$242K +$13.9K +40 +6%
ATC
2192
Adirondack Trust Company
New York
$241K +$7.72K +23 +3%
B
2193
Bellecapital
Switzerland
$240K
VRM
2194
Vectors Research Management
New York
$240K
HC
2195
HNP Capital
New York
$240K
KPCM
2196
Kings Point Capital Management
New York
$240K +$9.04K +26 +4%
CHA
2197
Cooper/Haims Advisors
New York
$240K +$26K +75 +12%
TAM
2198
Townsend Asset Management
North Carolina
$238K -$32.8K -94 -12%
OWA
2199
Outlook Wealth Advisors
Texas
$238K -$4.17K -12 -2%
SIG
2200
Sargent Investment Group
Maryland
$237K -$52.2K -150 -18%