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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 %
GWM
2201
GSB Wealth Management
Connecticut
$249K +$249K +699 New
SIA
2202
Soltis Investment Advisors
Utah
$248K -$39.4K -111 -14%
MW
2203
MBL Wealth
North Carolina
$248K +$248K +698 New
MCM
2204
MV Capital Management
Maryland
$247K +$7.46K +21 +3%
MS
2205
Mizuho Securities
Japan
$247K +$10.7K +30 +5%
B
2206
Bellecapital
Switzerland
$246K -$177K -496 -42%
GGI
2207
Godsey & Gibb Inc
Virginia
$245K
MWA
2208
Meridian Wealth Advisors
Texas
$244K -$137K -385 -36%
BMCM
2209
Bryn Mawr Capital Management
Pennsylvania
$244K -$41.3K -116 -14%
AC
2210
Apogem Capital
New York
$244K -$13.5K -38 -5%
KFI
2211
Key Financial Inc
Pennsylvania
$244K
ATC
2212
Adirondack Trust Company
New York
$244K
WP
2213
WealthShield Partners
North Carolina
$243K -$463K -1,300 -66%
CAI
2214
Capital Advisors Inc
Oklahoma
$243K -$70.2K -197 -22%
MAG
2215
MRA Advisory Group
New Jersey
$243K +$3.92K +11 +2%
OBWP
2216
O'Brien Wealth Partners
Massachusetts
$242K +$15.5K +41 +7%
WHG
2217
Westwood Holdings Group
Texas
$242K +$17.4K +49 +8%
CA
2218
Continuum Advisory
Idaho
$242K +$242K +625 New
FMI
2219
F/M Investments
District of Columbia
$242K +$242K +679 New
FB
2220
First Bancorp
Maine
$242K +$242K +681 New
RCM
2221
Requisite Capital Management
Texas
$241K -$355K -1,000 -60%
BFWA
2222
Benchmark Financial Wealth Advisors
Florida
$241K -$108K -305 -31%
CHA
2223
Cooper/Haims Advisors
New York
$241K -$44.6K -125 -16%
SAF
2224
Smith Anglin Financial
Texas
$240K -$36K -101 -13%
KA
2225
KLCM Advisors
Wisconsin
$240K