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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 %
MF
2251
Montis Financial
Massachusetts
$301K -$18.7K -52 -6%
KPCM
2252
Kings Point Capital Management
New York
$300K +$52.4K +146 +21%
NIC
2253
Northwest Investment Counselors
Oregon
$298K -$5.76K -16 -2%
LRIA
2254
Leonard Rickey Investment Advisors
Washington
$298K +$14.4K +40 +5%
PFWA
2255
Paces Ferry Wealth Advisors
Georgia
$297K
TPWA
2256
TRUE Private Wealth Advisors
Oregon
$296K +$45.5K +127 +18%
WDL
2257
Well Done LLC
Michigan
$296K +$66.1K +184 +29%
XWM
2258
Xcel Wealth Management
Florida
$292K +$3.23K +9 +1%
MPCG
2259
Matrix Private Capital Group
New York
$292K +$33.8K +94 +13%
HWA
2260
HHM Wealth Advisors
Tennessee
$292K +$41.7K +116 +17%
WBG
2261
Wharton Business Group
Pennsylvania
$291K
MW
2262
Milestone Wealth
New York
$291K +$291K +811 New
MPIA
2263
Mountain Pacific Investment Advisers
Idaho
$290K
BCP
2264
Blackhawk Capital Partners
Wisconsin
$290K +$34.9K +97 +14%
LOAMU
2265
Lombard Odier Asset Management (USA)
New York
$289K -$2.94M -8,195 -91%
PGA
2266
Portland Global Advisors
Maine
$289K -$10.8K -30 -4%
BFC
2267
Bedel Financial Consulting
Indiana
$289K -$10.1K -28 -3%
TFA
2268
Triad Financial Advisors
North Carolina
$289K +$289K +803 New
QP
2269
Quilter Plc
United Kingdom
$288K -$13.8M -37,120 -98%
OWM
2270
Orgel Wealth Management
Wisconsin
$288K
PW
2271
Peninsula Wealth
California
$288K +$288K +800 New
APW
2272
Austin Private Wealth
Texas
$287K
DWM
2273
Denver Wealth Management
Colorado
$287K +$287K +800 New
CWM
2274
C2C Wealth Management
Arizona
$285K +$285K +793 New
OFS
2275
OneAscent Financial Services
Alabama
$285K +$285K +794 New