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Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
2226
J.W. Burns & Co
New York
$320K
OLA
2227
Oliver Luxxe Assets
New Jersey
$320K +$7.18K +20 +2%
CP
2228
Coho Partners
Pennsylvania
$319K
CWM
2229
Cabot Wealth Management
Massachusetts
$319K
NL
2230
Navalign LLC
California
$319K
VAFP
2231
Vahanian & Associates Financial Planning
New York
$318K +$318K +885 New
LNWTC
2232
Laird Norton Wetherby Trust Company
Washington
$317K +$86.7K +242 +38%
CSPIA
2233
Cary Street Partners Investment Advisory
Virginia
$316K +$26.9K +75 +9%
WB
2234
West Bancorporation
Iowa
$316K +$316K +880 New
EA
2235
Echo45 Advisors
California
$315K +$315K +878 New
LCM
2236
LVM Capital Management
Michigan
$314K
SFG
2237
SNS Financial Group
Minnesota
$313K +$2.15K +6 +0.7%
PL
2238
Parthenon LLC
Kentucky
$312K
CW
2239
Cook Wealth
North Carolina
$312K +$312K +817 New
PWM
2240
Penobscot Wealth Management
Maine
$312K +$312K +869 New
SWP
2241
Strategic Wealth Partners
Ohio
$310K -$195K -544 -39%
HCA
2242
Heck Capital Advisors
Wisconsin
$309K
JHCP
2243
Jackson Hole Capital Partners
Oklahoma
$309K
XSC
2244
X-Square Capital
Puerto Rico
$308K +$47K +131 +18%
MWC
2245
MBM Wealth Consultants
Missouri
$307K +$15.1K +42 +5%
GPA
2246
Guerra Pan Advisors
New Jersey
$307K +$307K +854 New
HA
2247
Hamel Associates
New Jersey
$305K
LAS
2248
Lloyd Advisory Services
Georgia
$305K +$50.3K +140 +20%
CRI
2249
Colonial River Investments
Virginia
$304K +$304K +846 New
FCMT
2250
Founders Capital Management (Texas)
Texas
$302K