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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 %
CCFM
2276
Clear Creek Financial Management
Washington
$213K -$141K -363 -40%
SP
2277
Successful Portfolios
Florida
$213K
PWMG
2278
Prestige Wealth Management Group
New Jersey
$212K
LB
2279
Legacy Bridge
Iowa
$212K +$71.3K +200 +51%
SWP
2280
Strategic Wealth Partners
Ohio
$211K
LWP
2281
Legacy Wealth Planning
Nevada
$211K
PD
2282
Planning Directions
Pennsylvania
$211K +$356 +1 +0.2%
BDF
2283
Black Diamond Financial
Maryland
$210K
AAS
2284
Annex Advisory Services
Wisconsin
$210K +$210K +590 New
MS
2285
Maven Securities
Jersey
$208K -$328K -918 -61%
CPIA
2286
Cornell Pochily Investment Advisors
New York
$208K
PFA
2287
Pure Financial Advisors
California
$208K +$4.99K +14 +2%
CAWM
2288
Capital Advisors Wealth Management
Washington
$208K +$208K +583 New
GSEP
2289
Golden State Equity Partners
California
$206K -$33.5K -94 -14%
RG
2290
Retirement Group
California
$205K -$89.7K -252 -30%
SQA
2291
Simon Quick Advisors
New Jersey
$205K +$17.8K +50 +10%
CFO
2292
Colony Family Offices
North Carolina
$205K +$205K +575 New
RGC
2293
Roberts, Glore & Co
Illinois
$203K
BHBT
2294
Burke & Herbert Bank & Trust
Virginia
$202K
NFG
2295
Nadler Financial Group
Illinois
$202K +$202K +566 New
LAM
2296
Lountzis Asset Management
Pennsylvania
$201K
OWA
2297
Opal Wealth Advisors
New York
$201K -$1.78K -5 -0.9%
LAM
2298
L2 Asset Management
Massachusetts
$201K +$201K +564 New
GFPC
2299
Global Financial Private Client
Florida
$199K -$381K -1,050 -66%
LWA
2300
Lenox Wealth Advisors
New York
$195K -$65K -183 -25%