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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 %
TIA
2226
Tiemann Investment Advisors
California
$237K -$17.8K -50 -7%
NIC
2227
Northwest Investment Counselors
Oregon
$237K
HCA
2228
Horan Capital Advisors
Ohio
$237K
KPCM
2229
Kings Point Capital Management
New York
$236K -$2.84K -8 -1%
PCMK
2230
Paragon Capital Management (Kansas)
Kansas
$236K
PFM
2231
Parsec Financial Management
North Carolina
$236K
WWM
2232
Wagner Wealth Management
South Carolina
$236K
VAM
2233
Verity Asset Management
North Carolina
$236K +$236K +662 New
CVM
2234
Cheviot Value Management
California
$236K +$236K +662 New
SFG
2235
Summit Financial Group
West Virginia
$235K -$22.8K -64 -9%
SMA
2236
Sage Mountain Advisors
Georgia
$235K +$235K +659 New
RAM
2237
Redmond Asset Management
Virginia
$234K
O
2238
Ossiam
France
$233K -$535K -1,499 -70%
WCG
2239
Weaver Consulting Group
California
$232K -$356 -1 -0.2%
BAM
2240
Bellevue Asset Management
Washington
$232K
ZIG
2241
Zuckerman Investment Group
Illinois
$232K +$232K +652 New
TPWA
2242
TRUE Private Wealth Advisors
Oregon
$231K +$8.17K +23 +4%
HWA
2243
HHM Wealth Advisors
Tennessee
$230K -$3.92K -11 -2%
FCB
2244
First Command Bank
Texas
$230K +$73.5K +206 +47%
FCFS
2245
First Command Financial Services
Texas
$230K +$73.5K +206 +47%
TA
2246
TrueWealth Advisors
Alabama
$230K +$230K +612 New
MCM
2247
Monument Capital Management
Virginia
$230K +$230K +645 New
IF
2248
IRON Financial
Illinois
$229K -$147K -412 -39%
SFO
2249
Stokes Family Office
Louisiana
$229K -$15.3K -43 -6%
SRC
2250
Shufro Rose & Co
New York
$228K