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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 %
HCM
2251
Heathbridge Capital Management
Ontario, Canada
$209K
SP
2252
Successful Portfolios
Florida
$209K
KPWG
2253
KFA Private Wealth Group
Virginia
$209K +$347 +1 +0.2%
IA
2254
IFG Advisory
Georgia
$209K +$13.5K +39 +7%
LWP
2255
Legacy Wealth Planning
Nevada
$208K -$3.48K -10 -2%
1WM
2256
1900 Wealth Management
Texas
$208K
CA
2257
Crewe Advisors
Utah
$207K
FA
2258
Fermata Advisors
California
$205K -$348 -1 -0.2%
BDF
2259
Black Diamond Financial
Maryland
$205K
RCM
2260
RNC Capital Management
California
$204K +$13.9K +40 +7%
HR
2261
Hayden Royal
North Carolina
$203K -$190K -548 -48%
ACG
2262
Allen Capital Group
Nebraska
$203K -$49K -141 -19%
CPIA
2263
Cornell Pochily Investment Advisors
New York
$203K
W
2264
Wealthquest
Ohio
$202K -$3.47K -10 -2%
XF
2265
XML Financial
Maryland
$201K +$201K +577 New
FRM
2266
Fox Run Management
Connecticut
$200K -$80.9K -233 -29%
PCA
2267
Providence Capital Advisors
North Carolina
$200K -$1.39K -4 -0.7%
LB
2268
Legacy Bridge
Iowa
$200K
RFM
2269
Royal Fund Management
Florida
$200K +$200K +577 New
TG
2270
TCW Group
California
$198K -$7.71K -22,172 -4%
GFPC
2271
Global Financial Private Client
Florida
$197K
HIM
2272
Hillsdale Investment Management
Ontario, Canada
$196K +$45.1K +130 +30%
VCM
2273
Versant Capital Management
Arizona
$191K -$348 -1 -0.2%
PA
2274
PSI Advisors
Florida
$188K +$188K +540 New
GWMIA
2275
Global Wealth Management Investment Advisory
Florida
$178K +$26.1K +75 +17%